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, Fund Administration, Client Relations. Supervise incoming inquiries. Manage reoccurring deliverables”
Industry & Context.
Develop creative solutions
Overtime may be required, Work in local office
What They're Looking For.
Must Have
Bachelor's degree, minimum 3 years’ related experience, Advanced knowledge of Microsoft Office, Excel proficiency, Effective communication skills, Excellent interpersonal skills, customer service orientation, Ability to work in a demanding environment, adjust to multiple shifting ambiguity and rapid change, Work in local office 6-days per month
Nice to Have
Experience in Hedge/Private Equity Fund administration, Investor/Shareholder services experience, Financial services experience is a plus, Knowledge of Anti-Money Laundering, KYC procedures knowledge is a plus
What You'll Do.
Supervise incoming inquiries
Manage reoccurring deliverables
Act as point of contact
Review investor reporting
Validate investor reporting
Distribute investor reporting
Process investor static data updates
Process investor portal requests
Maintain wire instructions
Reconcile bank activities
Process investor transactions
Ensure investors KYC is valid
Refresh KYC per regulations
Complete audit confirmations
Complete due diligence requests
Attend operational meetings
Attend client meetings
Attend regulatory meetings
Participate in database developments
Participate in application developments
Participate in testing
How You'll Work.
Team & Collaboration
Client groups; Internal groups; External teams; Internal teams
Communication Scope
Oral communication; Written communication; Active listening
Process & Methodology
Project management
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** Provide fund administration services to domestic and offshore hedge fund and private equity fund clients. These services include processing of investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients, and handling investor communications and inquiries. Career level professionals leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrate specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommend new procedures. **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** * Perform day-to-day supervision of incoming inquiries and reoccurring deliverables. Act as point of contact for clients and internal groups. * Review/validate investor reporting and distribute to investors. * Process investor static data updates and access to the investor portal requests. * Review/approve and release wires and maintain wire instructions. * Reco
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