Associate, Investor Services - AEOI

SS&C Technologies•Mississauga, ON

1d•CA$50,000 - CA$60,000•Hybrid

About The Position

SS&C is a leading financial services and healthcare technology company with 27,000+ employees in 35 countries, serving approximately 20,000 financial services and healthcare organizations. The company is headquartered in Windsor, Connecticut. SS&C is committed to hiring diverse, honest, and dynamic individuals who value collaboration, accountability, integrity, and innovation. They offer a fast-paced environment with flexibility, authenticity, and a hybrid working model to help employees manage work and personal commitments.

Requirements

Equivalent experience in Hedge/Private Equity Fund administration and/or Investor Services.
Undergraduate degree or equivalent experience.
Advanced knowledge of Microsoft Office, specifically Excel.
Overtime may be required to meet Client and Department deliverables.
Due to global client base requirements, coverage on Canadian holidays may be necessary.
Strong oral and written communication skills.
Excellent interpersonal skills and customer service orientation.
Ability to work in a demanding environment and adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
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.

Nice To Haves

Experience with AEOI frameworks (FATCA/CRS), including investor classification, documentation review, and reporting, is strongly preferred.
Experience in financial services is a plus.
Knowledge of AML and KYC procedures is a plus.

Responsibilities

Act as the main contact for investor services via email and telephone correspondence, including responding to inquiries related to AEOI obligations, FATCA, and CRS requirements.
Process investor subscription and redemption activity in accordance with the fund’s offering documents, AML, KYC, and AEOI (FATCA/CRS) regulatory requirements.
Review, collect, and validate investor tax documentation (e.g., W‑8/W‑9 forms, CRS self‑certifications) to ensure accurate FATCA/CRS classification and reporting readiness.
Communicate pending transactions to fund management as required, including updates on outstanding AEOI documentation or classification issues.
Ensure investor records—including tax residency, FATCA/CRS classifications, and reporting statuses—are complete, accurate, and maintained in compliance with AEOI regulations.
Support annual FATCA and CRS reporting cycles by ensuring investor data integrity, identifying documentation gaps, and escalating discrepancies to management.
Comply with department policies and procedures for all activities, including AEOI‑related controls and documentation standards.
Participate in system and process enhancements, particularly those related to AEOI data capture, workflow efficiency, and reporting automation.
Perform other related duties as assigned by department management.