Associate Manager Investor Services

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket firms rely on SS&C for expertise scale and technology.

Job Description

Associate Manager Investor Services

Location(s):

Mississauga Ontario at 5255 Orbitor Drive

Toronto Ontario at 200 Front Street West

SS&C Technologies is always looking to hire great talent across all our businesses. If you are looking for a future opportunity with SS&C please apply this positions talent pool. Please note your application will be considered at the time when an active role is available.

Get To Know the Team:

SS&C is leading the way. We continue to look for todays and tomorrows brightest talent those that embody a spirit to improve not only their lives but those around them. From college students to seasoned and experienced professionals we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse honest dynamic individuals who value collaboration accountability integrity and innovation to name a few. We are a fastpaced environment who promote flexibility authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code including jeans
• Your Future: RRSP Matching Program Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
• Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
• Diversity & Inclusion: Committed to Welcoming Celebrating and Thriving on Diversity
• Training: HandsOn TeamCustomized including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

• Perform daytoday supervision of Associates including involvement in their performance appraisals and ongoing development.
• Provide periodic reports & feedback to IS management on investor relation topics client issues and department initiatives.
• Review understand and have ability to discuss fund PPMs/OMs and trade documents.
• Act as point of contact for priority fund investors and managers
• Ability to handle and resolve escalated items
• Coordinate new client business meetings clear communication of launch or conversion requirements.
• Ability to analyze establish and review new client launch and conversion fund data in database.
• Work with external auditors and accounting to complete confirmation and due diligence requests.
• Review/Validate investor statements against accounting information and distribute investor statements.
• Review/approve and release wires and maintain wire instructions
• Review/process investor transactions in accordance with the Funds offering documents.
• Review and distribute reports to accounting/fund managers/investors
• Maintain database and dashboard to keep them accurate and current.
• Performance Letters K1s audited financial statements etc.
• Review fund manager reports per or upon request. I.e. ERISA Blue Sky etc.
• Respond and resolve inquiries/issues raised by investors fund managers or internal counterparts.
• Perform database and application testing as warranted.
• Perform other duties as requested

What You Will Bring:

• Bachelors degree or equivalent work experience
• Supervisory experience
• Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred
• Good Knowledge of Microsoft Office Products
• Proven Ability to work under pressure and meet deadlines
• Strong organizational and relationship building skills
• Proven training skills and adaptable to various software/database applications

SS&C Technologies Canada Corp. fosters a positive equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process please contact:

Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at phone calls or email applications please. We thank all candidates for their interest but only those under consideration will be contacted.

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Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or feebased recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.