SS&C Technologies
Financial Services
SeniorAssociate,InvestorServices
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Associate, Investor Services at SS&C Technologies. Skills: Investor services, Fund administration. Act as main contact for fund investors and. Process investor subscription and redemption activity”
Industry & Context.
Overtime may be required
What They're Looking For.
Must Have
Bachelor's degree with minimum 3 years related experience, Advanced knowledge of Microsoft Office product suite, Effective communication skills oral, written and active listening, Excellent interpersonal skills and customer service orientation, Ability to work in a demanding environment, Work in local office 6-days per month
Nice to Have
Knowledge of Anti-Money Laundering and KYC procedures is a plus, Experience in Hedge/Private Equity Fund administration, Experience in Investor/Shareholder services, Experience in the financial services is a plus
What You'll Do.
Act as main contact for fund investors and
Process investor subscription and redemption activity
Perform anti-money laundering and due diligence checks
Communicate pending transactions to fund management
Prepare and validate investor statements
Prepare distribution of investor statements
letters and documents
Ensure distribution information is up to date
Prepare wire transfer instructions
Confirm expected cash activity was processed by the
Comply with department policies and procedures
Participate in system and process enhancement
Perform other related duties as assigned
How You'll Work.
Team & Collaboration
Investor communications; Handle investor inquiries
Communication Scope
Investor communications; Investor reporting
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_** **Senior Associate, Alternative Investor Services** **Location** : Windsor, CT, Union, NJ, Evansville, IN, Bellevue, WA | 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** * _Act as main contact for fund investors and managers via email and telephone correspondence._ * _Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements._ * _Communicate pending transactions to fund management as required._ * _P
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