SS&C
Financial Services
AssociateDirector,InvestorServices
“Associate Director, Investor Services at SS&C. Skills: Investor Services, Team supervision, Client escalation. Supervise multiple teams. Perform performance appraisals”
Industry & Context.
Issue resolution
What They're Looking For.
Must Have
Bachelor's degree or equivalent work experience, Supervisory experience
Nice to Have
Knowledge of financial services, Knowledge of mutual funds, Knowledge of hedge funds, Knowledge of private equity funds
What You'll Do.
Supervise multiple teams
Perform performance appraisals
Provide periodic reports
Provide feedback on investor relation topics
Provide feedback on client issues
Provide feedback on department initiatives
Act as point of escalation contact
Handle and resolve escalated items
Coordinate new client business meetings
Communicate launch requirements
Communicate conversion requirements
Work with external auditors
Complete confirmation requests
Complete due diligence requests
Attend operational meetings
Attend client meetings
Attend regulatory meetings
Coordinate training for staff
Identify training needs
Assist department initiatives
Lead department initiatives
Review trade documents
Understand trade documents
Discuss trade documents
Review investor reporting
Validate investor reporting
Distribute investor reporting
Maintain wire instructions
Process investor transactions
Review fund manager reports
Perform database testing
Perform application testing
How You'll Work.
Team & Collaboration
Client meetings; Regulatory meetings; Internal service groups
Communication Scope
Investor relations; Client communication
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