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
Associate Manager Investor Services
Location: Boston MA Windsor CT Hybrid
Get To Know Us:
As the backbone of the investment world SS&C is committed to excellent clientserviceand our Investor Services teams are fundamental to the deliveryof that Investor ServicesAssociateManagerscollaborate coach and mentor Associate and Senior level team members while working closely with their own clients.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
- Your Future: 401k 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
- Wide Ranging Perspectives:Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
- Training: Hands-On Team-Customized including SS&C University
- Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
- Providecoachingtrainingand leadership as necessary to theInvestorServicesteam
- Actasanescalation point and problem solver for the team ensuring action plans are implemented in case of any service issues
- Processing and reporting investor transactions including subscriptions redemptions and transfers and the associated money movement
- Reviewing and approving Anti-Money Laundering tests and due diligence documents for fund investors
- Reviewingunderstandingand having the ability to discuss governing documents for hedge fund clients
- Communicating with internal groups such as accounting operations legal and compliance with respect to transaction processingbillingetc.
- Reviewing the share register database to ensure that all activity is completed accurately andtimely
- Coordinating the set-up of new fundsonthe share registry system
- Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics clientissuesand department initiatives
What You Will Bring:
- Bachelors Degree inFinanceBusiness Administrationsimilarfieldor equivalent experience
- 3-5years experience inInvestorServicesor related field (financialservices/fund administration corporate communications portfolio management or securities analysis) and a strong familiarity with the workings of the capital markets
- Strong knowledge of Fund Structures and all aspects of theservicesprovided by anInvestorServicesDepartment
- Demonstrated ability to manage complex projects and work effectively with corporate executives
- Strongknowledge of AML/KYC compliance
- Excellent communication skills including written listening and presentation abilities
- Must be willing to work on site in Bellevue office at least 6 days/month
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.
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.