Ss&c
Financial Services
AssociateManager,InvestorServices
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“Associate Manager, Investor Services at Ss&c. Skills: Investor Services, Client relationship management, Team management. Manage and mentor a team. Oversee processing of investor subscriptions”
Industry & Context.
Problem-solving abilities; Analytical abilities
What They're Looking For.
Must Have
Bachelor's Degree in Finance, 6+ years Investor Services experience, 2+ years leadership capacity, Excellent client relationship management, Manage complex projects, Work with corporate executives, Excellent communication skills, Manage and motivate a team, Strong knowledge of Fund Structures, Knowledge of AML/KYC compliance, Knowledge of FATCA, Knowledge of CRS, Strong understanding of investment vehicles, Understanding of investor servicing requirements
Nice to Have
FINRA Series 6 license, FINRA Series 7 license, Proficiency in investor relations software, Proficiency in Microsoft Office Suite, Exceptional organizational skills, Attention to detail, Strong problem-solving abilities, Analytical abilities
What You'll Do.
Manage and mentor a team
Oversee processing of investor subscriptions
Oversee processing of redemptions
Oversee processing of transfers
Oversee processing of capital activity
Ensure compliance with fund documents
Ensure compliance with regulatory requirements
Act as primary point of contact
Address client inquiries
Resolve client issues
Build trusted client relationships
Ensure accurate delivery of investor statements
Ensure accurate delivery of capital calls
Ensure accurate delivery of distribution notices
Ensure accurate delivery of investor communications
Monitor operational workflows
Enhance operational procedures
Improve client satisfaction
Collaborate with internal departments
Stay abreast of industry best practices
Stay abreast of regulatory changes
Stay abreast of technological advancements
Develop training programs
Implement training programs
Participate in client due diligence
Present on investor services capabilities
Assist in preparation of management reports
Assist in preparation of metrics
How You'll Work.
Team & Collaboration
Collaborate with fund accounting; Collaborate with legal; Collaborate with compliance; Client due diligence meetings
Communication Scope
Client inquiries; Investor communications; Presentation abilities; Client due diligence meetings
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** **Locations:** Evansville, IN or Union, NJ - Hybrid **About the Role** _Opening to introduce the position and business unit/team._ **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** * _Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment._ * _Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements._ * _Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships._ * _Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications._ * _Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction._ * _Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery._ * _Stay abreast of industry best practices, regulatory changes, and techn
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