SS&C

Financial Services

Manager,InvestorServices

$80–105k 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

“Manager, Investor Services at SS&C. Skills: Investor services, Team supervision, Client relations. Supervise team members. Conduct performance appraisals”

Industry & Context.

Financial Services
Problems you'll solve

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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