Associate Director, Alternative Investor Services

SS&C•Union, NY

4d•Hybrid

About The Position

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. Associate Directors coordinate new client launches, build and maintain strong client relationships and provide guidance and mentorship to their teams.

Requirements

Bachelor’s degree in Finance or related field
8+ years’ experience in Investor Services or related field (financial services/ fund administration, corporate communications, portfolio management or securities analysis)
Previous management experience is required
Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
Excellent communication skills, including written, listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills

Responsibilities

Coordinate new client business meetings, clear communication of launch or conversion requirements
Analyze, establish and review new client launches and conversion fund data in database
Work with external auditors and accounting to complete confirmation and due diligence requests
Assist and lead departmental initiatives
Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
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
Review and validate investor reporting to distribute to investors
Develop culture of continuous efficiency improvements resulting in increased capacity