SS&C
Financial Services
Manager,InvestorServices
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager, Investor Services at SS&C. Skills: Investor services, Team supervision, Client relations. Supervise team members. Conduct performance appraisals”
Industry & Context.
Resolve escalated items; Resolve inquiries; Resolve issues
What They're Looking For.
Must Have
Bachelor's degree or equivalent work experience, Supervisory experience
Nice to Have
Knowledge of financial services/mutual funds/hedge funds/private equity funds
What You'll Do.
Supervise team members
Conduct performance appraisals
Provide reports on investor relations
Provide feedback on client issues
Provide feedback on department initiatives
Act as point of contact for clients
Act as point of contact for internal service
Handle escalated items
Resolve escalated items
Coordinate new client business meetings
Communicate launch requirements
Communicate conversion requirements
Analyze client launch fund data
Establish client launch fund data
Review client launch fund data
Analyze client conversion fund data
Establish client conversion fund data
Review client conversion fund data
Work with external auditors
Complete confirmation requests
Complete due diligence requests
Attend operational meetings
Attend client meetings
Attend regulatory meetings
Contribute to operational meetings
Contribute to client meetings
Contribute to regulatory meetings
Coordinate staff training
Implement staff training
Identify training needs
Assist department initiatives
Lead department initiatives
Understand fund PPMs/OMs
Discuss fund PPMs/OMs
Review trade documents
Understand trade documents
Discuss trade documents
Review investor reporting
Validate investor reporting
Distribute investor reporting
Maintain wire instructions
Process investor transactions
Keep database accurate
Keep database current
Keep dashboard accurate
Keep dashboard current
Review fund manager reports
Perform database testing
Perform application testing
How You'll Work.
Team & Collaboration
Client meetings; Regulatory meetings; Internal service groups
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_** **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 a team including i
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