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 mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Job Title: Associate Manager Investor Services

Locations: Evansville IN or Union NJ - Hybrid

About the Role

Opening to introduce the position and business unit/team.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design implement and operate solutions that help clients manage data automate processes and scale their businesses with confidence.

You will work with industry experts modern platforms and evolving technologies gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Manage and mentor a team of Investor Services professionals fostering a collaborative and high-performing work environment.
• Oversee the end-to-end processing of investor subscriptions redemptions transfers and other capital activity ensuring compliance with fund documents and regulatory requirements.
• Act as a primary point of contact for a portfolio of institutional clients addressing inquiries resolving issues and building strong trusted relationships.
• Ensure accurate and timely delivery of investor statements capital calls distribution notices and other investor-related communications.
• Monitor and enhance operational workflows and procedures to improve efficiency accuracy and client satisfaction.
• Collaborate with internal departments including fund accounting legal and compliance to ensure seamless service delivery.
• Stay abreast of industry best practices regulatory changes and technological advancements in investor services.
• Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
• Participate in client due diligence meetings and present on investor services capabilities.
• Assist in the preparation of management reports and metrics related to investor activity and team performance.

Required Experience

• Bachelors Degree in Finance Business Administration or similar field
• 6 years experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
• Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
• Demonstrated ability to manage complex projects and work effectively with corporate executives.
• Excellent communication skills including written listening and presentation abilities
• Demonstrated ability to manage and motivate a team fostering a positive and productive work environment.
• Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g. AML/KYC compliance FATCA CRS)
• Strong understanding of various investment vehicles (e.g. private equity hedge funds mutual funds) and their associated investor servicing requirements.

What Sets You Apart (preferred qualifications)

• FINRA Series 6 or 7 license preferred but not required.
• Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
• Exceptional organizational skills and attention to detail.
• Ability to work effectively in a fast-paced deadline-driven environment.
• Strong problem-solving and analytical abilities.

Join SS&C where innovation meets global opportunities. Click here to apply.

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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 fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

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.