Ss&c
Financial Services
AssociateManager,InvestorServices
Neural analysis suggests this role is
optimal for Manager candidates.
“Associate Manager, Investor Services at Ss&c. Skills: Investor services, Fund accounting, AML, KYC. Review investor subscriptions. Process investor subscriptions”
Industry & Context.
What They're Looking For.
Must Have
Bachelor's Degree in Business Administration, 3+ years’ experience in accounting, Extensive knowledge of Anti-Money Laundering, Extensive knowledge of KYC procedures, Proficient in Microsoft Office suite, Proficient in Excel skills
Nice to Have
Experience in financial services sector, Complete knowledge of hedge funds, Complete knowledge of private equity funds, Knowledge of FATCA, Knowledge of tax compliance
What You'll Do.
Review investor subscriptions
Process investor subscriptions
Review investor redemptions
Process investor redemptions
Review investor transfers
Process investor transfers
Review investor assignments
Process investor assignments
Review contact changes
Process contact changes
Handle client information requests
Prepare wire transfer instructions
Process money movements
Process reconciliations
Support year-end audit process
Support year-end tax reporting process
Support corporate goals
Support departmental initiatives
How You'll Work.
Team & Collaboration
Collaborate with team; Collaborate with client; Collaborate with auditors
Communication Scope
Interpersonal skills
Full Job Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's 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** **Location** : Dallas, TX | New York, NY | Hybrid **About the Role** The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, third‑party entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence. We exercise broad decision‑making authority within established company policies to support business goals. **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** * Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes * Handling daily/routine client information requests * Preparing wire transfer instructions in accordance with investor and/or fund management instructions * Processing cash, money movements, and reconciliations * Supporting the year-end audit process, in collaboration with the team, client, and auditors * Supporting the year-end
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