Associate Manager, Investor Services

SS&C Financial Services, LLC
Windsor, CT Remote Full Time
POSTED ON 12/14/2022 CLOSED ON 5/11/2023

What are the responsibilities and job description for the Associate Manager, Investor Services position at SS&C Financial Services, LLC?

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. Job Description Associate Manager, Investor Services Locations: Windsor, CT | Boston, MA | Hybrid Get To Know The Team: As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, 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 & a 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 Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Provide coaching, training and leadership as necessary to the Investor Services team Act as an escalation 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 Reviewing, understanding and 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 processing, billing etc. Reviewing the share register database to ensure that all activity is completed accurately and timely Coordinating the set-up of new funds on the share registry system Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives What You Will Bring: Bachelor’s Degree in Finance, Business Administration or similar field 3-5 years’ experience in Investor Services or related field (financial services/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 the services provided by an Investor Services Department Demonstrated ability to manage complex projects and work effectively with corporate executives Strong knowledge of AML/KYC compliance Excellent communication skills, including written, listening and presentation abilities Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. #LI-LH1 #LI-Hybrid 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. 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.

Salary : $72,600 - $91,900

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