SS&C

Financial Services

AssociateManager,InvestorServices

$65–85k Mississauga, Ontario, Canada; Toronto, Ontario, Canada 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, Supervision, Client relations. Supervise Associates. Provide reports and feedback to management”

Industry & Context.

Financial Services
Problems you'll solve

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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