Associate Manager
About The Position
The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, third‑party entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence. We exercise broad decision‑making authority within established company policies to support business goals. 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.
Requirements
- Bachelor’s Degree in Business Administration or equivalent
- 3+ years’ experience in accounting or related field with experience in the financial services sector a plus
- Complete knowledge of Anti-Money Laundering and KYC procedures
- Proficient in Microsoft Office suite, with emphasis on Excel skills
- Team player
- Ability to lead, manage and motivate a team
- Deadline oriented with ability to complete assigned tasks independently
- Attention to detail and ability to multi-task
- Excellent interpersonal and communication skills
Nice To Haves
- Complete knowledge of hedge or private equity funds a plus
- Knowledge of FATCA and tax compliance a plus
Responsibilities
- Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
- Handling daily/routine client information requests
- Preparing wire transfer instructions in accordance with investor and/or fund management instructions
- Processing cash, money movements, and reconciliations
- Supporting the year-end audit process, in collaboration with the team, client, and auditors
- Supporting the year-end tax reporting process fulfilling respective K-1 requests
- Supporting corporate goals and business/departmental initiatives
Benefits
- medical
- dental
- vision coverage
- 401(k) plan with company match
- paid time off
- holidays
- parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
