Ss&c

Financial Services

AssociateManager,InvestorServices

$70–70k 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, Team management, Client relations. Manage and mentor a team. Oversee processing of investor subscriptions”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving abilities; Analytical abilities

What They're Looking For.

Must Have

Bachelor’s Degree in Finance, 6+ years’ experience in Investor Services, 2 years in a leadership capacity, Excellent client relationship management skills, Demonstrated ability to manage complex projects, Demonstrated ability to manage and motivate a team, Strong knowledge of Fund Structures, Strong knowledge of AML/KYC compliance, Strong knowledge of FATCA, Strong knowledge of CRS, Strong understanding of private equity, Strong understanding of hedge funds, Strong understanding of mutual funds

Nice to Have

FINRA Series 6 license preferred, FINRA Series 7 license preferred, Proficiency in investor relations software, Proficiency in Microsoft Office Suite, Exceptional organizational skills, Ability to work in a fast-paced environment, Strong problem-solving abilities, Strong analytical abilities

What You'll Do.

Manage and mentor a team

Oversee processing of investor subscriptions

Oversee processing of investor redemptions

Oversee processing of investor transfers

Oversee processing of capital activity

Act as primary client contact

Address client inquiries

Resolve client issues

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

Collaborate with internal departments

Stay abreast of industry best practices

Stay abreast of regulatory changes

Stay abreast of technological advancements

Develop training programs for team

Implement training programs for team

Participate in client due diligence meetings

Present on investor services capabilities

Assist in preparation of management reports

Assist in preparation of metrics

How You'll Work.

Team & Collaboration

Collaborate with clients; Collaborate with internal departments; Collaborate with fund accounting; Collaborate with legal; Collaborate with compliance

Communication Scope

Client communication; Investor communications; Presentation abilities

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:** New York, NY - Hybrid **About the Role** _As the backbone of the investment world, SS &C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients. _ **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 impro

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