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, Supervision, Client relations. Supervise Associates. Provide reports and feedback to management”
Industry & Context.
Resolve escalated items; Resolve inquiries/issues
What They're Looking For.
Must Have
Bachelor's degree or equivalent work experience, Supervisory experience, Good Knowledge of Microsoft Office Products, Proven Ability to work under pressure and meet deadlines, organizational and relationship building skills, Proven training skills and adaptable to various software/database applications
Nice to Have
Knowledge of financial services/mutual funds/hedge funds/private equity funds
What You'll Do.
Provide reports and feedback to management
Review fund PPMs/OMs and trade documents
Act as point of contact for investors
Handle and resolve escalated items
Coordinate new client business meetings
Analyze client launch and conversion fund data
Work with external auditors
Complete confirmation and due diligence requests
Review/Validate investor statements
Distribute investor statements
Review/approve and release wires
Maintain wire instructions
Process investor transactions
Distribute reports to accounting/fund managers/investors
Maintain database and dashboard
Review fund manager reports
Respond and resolve inquiries/issues
Perform database and application testing
Perform other duties as requested
How You'll Work.
Team & Collaboration
Investor relation topics; Client issues; Department initiatives; External auditors; Accounting; Fund managers; Internal counterparts
Communication Scope
Client communication; Investor communication
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_** **Associate Manager, Investor Services** **Location(s):** Mississauga, ON | Toronto, ON, Hybrid **Status:** Full Time Permanent ** _Get To Know Us:_** SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments. **_Why You Will Love It Here!_** * **Flexibility** : Hybrid Work Model & a Business Casual Dress Code, including jeans * **Your Future:** RRSP 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 Learning Institute * **Extra Perks:** Discounts on fitness clubs, travel and more! * **Wide-Ranging Perspectives:** Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees ** _What You Will Get To Do:_** * Perform day-to-day supervision of Associat
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