Associate Manager, Investor Services

Requirements

• Bachelor's degree or equivalent work experience
• Supervisory experience
• Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred
• Good Knowledge of Microsoft Office Products
• Proven Ability to work under pressure and meet deadlines
• Strong organizational and relationship building skills
• Proven training skills and adaptable to various software/database applications
• No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.
• Salary Range: $65,000-$85,000 CAD
• This role is posted for a future opportunity; we're actively sourcing candidates for. If you are interested in a future position, please apply.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.
• SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making.
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Benefits

Additional Information

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(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 Associates including involvement in their performance appraisals and ongoing development. Provide periodic reports & feedback to IS management on investor relation topics, client issues and department initiatives. Review, understand and have ability to discuss fund PPMs/OMs and trade documents. Act as point of contact for priority fund investors and managers. Ability to handle and resolve escalated items. Coordinate new client business meetings, clear communication of launch or conversion requirements. Ability to analyze, establish and review new client launch and conversion fund data in database. Work with external auditors and accounting to complete confirmation and due diligence requests. Review/Validate investor statements against accounting information and distribute investor statements. Review/approve and release wires and maintain wire instructions. Review/process investor transactions in accordance with the Fund's offering documents. Review and distribute reports to accounting/fund managers/investors. Maintain database and dashboard to keep them accurate and current. Performance Letters, K1's, audited financial statements, etc. Review fund manager reports per or upon request. I.e. ERISA, Blue Sky, etc. Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts. Perform database and application testing as warranted. Perform other duties as requested

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