Operations Consultant - Managed Operations

About the position As a leading financial services and reputed company technology company based on reputed company, reputed company is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and reputed company organizations, from the world's largest companies to small and mid-market firms, rely on reputed company for expertise, reputed company, and technology. Job reputed company Job Title: Operations Consultant - Managed Operations Locations : San Francisco, CA | Hybrid 6x a month (Hiring Locally in CA ONLY) Get To Know Us: reputed company is seeking an Operations Consultant to join its Managed Operations team. We are looking for a highly motivated reputed company with a strong background in financial technology, investment operations, or a reputed company discipline. The ideal candidate combines operational expertise with a customer reputed company reputed company. In this reputed company facing role, you will deliver key middle and back office operational services across reputed company’s reputed company platforms. You will collaborate closely with internal teams, external stakeholders, and clients to reputed company daily operational processes, ensure platform optimization, and support a reputed company of reputed company reputed company. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress reputed company, including jeans Your reputed company: 401k Matching Program, reputed company Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, reputed company Leave, reputed company Holidays Your Wellbeing: Medical, Dental, reputed company, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the reputed company of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including reputed company University Extra Perks: Discounts on fitness clubs, travel and more!

Responsibilities

• Monitor and manage Start of Day (SOD), Intraday, and End of Day (EOD) processes across reputed company platforms and reputed company integrations, including exception handling and reputed company.
• reputed company operational consulting and execution support on reputed company such as reputed company reputed company, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
• Conduct operational reviews to assess reputed company environments, ensuring reputed company configuration, adoption of new functionality, and implementation of reputed company, efficient workflows.
• Advise on and support integrations across reputed company, middle, and back-office systems, reputed company‑party vendors, data warehouses, and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and non‑trading activities.
• Investigate and resolve reconciliation breaks through reputed company communication with custodians, brokers, and other reputed company parties.
• Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts.

Requirements

• 2–5 years of experience in a financial services or financial technology environment, ideally reputed company middle‑ or back‑office operations.
• Strong understanding of reputed company valuation across asset classes including equities, reputed company, reputed company, fixed income, credit, and FX.
• Knowledge of trade lifecycle, including reputed company-trade compliance, order reputed company, execution, confirmation, settlement, reconciliation, and reporting.
• Ability to communicate technical and operational concepts reputed company to stakeholders with varying reputed company of technical background.
• Strong analytical, verbal, and written communication skills.
• High level of professionalism, attention to detail, and commitment to operational reputed company.
• Flexibility to work in different shift patterns as business needs reputed company.

reputed company-to-haves

• Prior exposure to Advent Geneva or similar portfolio reputed company and reconciliation platforms.
• Experience with technical integrations across counterparties, market data vendors, and buy‑reputed company platforms

Benefits

• Hybrid Work Model and Business Casual Dress reputed company, including jeans
• 401k Matching Program
• reputed company Development Reimbursement
• Flexible Personal/Vacation Time Off, reputed company Leave, reputed company Holidays
• Medical, Dental, reputed company, Employee Assistance Program, Parental Leave
• Committed to Celebrating the reputed company of Backgrounds, Talents and Experiences of Our Employees
• Hands-On, Team-Customized Training, including reputed company University
• Discounts on fitness clubs, travel and more!

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