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
Associate Manager, Investor Services
Location: Boston, MA | Windsor, CT | Hybrid
Get To Know Us:
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 You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
- Your Future: 401k 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
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
- Provide coaching, training and leadership as necessary to the Investor Services team
- Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
- Processing and reporting investor transactions including subscriptions, redemptions and transfers and the associated money movement
- Reviewing and approving Anti-Money Laundering tests and due diligence documents for fund investors
- Reviewing, understanding and having the ability to discuss governing documents for hedge fund clients
- Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing etc.
- Reviewing the share register database to ensure that all activity is completed accurately and timely
- Coordinating the set-up of new funds on the share registry system
- Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives
What You Will Bring:
- Bachelor’s Degree in Finance, Business Administration, similar field or equivalent experience
- 3-5 years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets
- Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
- Demonstrated ability to manage complex projects and work effectively with corporate executives
- Strong knowledge of AML/KYC compliance
- Excellent communication skills, including written, listening and presentation abilities
- Must be willing to work on site in Bellevue office at least 6 days/month
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Top Skills
SS&C Technologies Boston, Massachusetts, USA Office
50 Milk St, Boston, MA, United States, 02110
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