Ss&c

Financial Services

AssociateManager,InvestorServices

$71–71k Dallas, Texas, United States; New York, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Associate Manager, Investor Services at Ss&c. Skills: Investor services, Fund accounting, AML, KYC. Review investor subscriptions. Process investor subscriptions”

Industry & Context.

Financial Services

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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