Director- Alternative Investor Services
SS&C•New York, NY
•Hybrid
About The Position
As Director, Investor Services, you will lead and manage a team responsible for delivering exceptional client service and operational excellence to SS&C Technologies' investor base. This role involves overseeing all aspects of investor communication, onboarding, reporting, and inquiry resolution for a portfolio of alternative investment funds.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA.
- 8+ years of experience in investor services, client services, or fund operations within the alternative investments industry (hedge funds, private equity, real estate).
- 5+ years of leadership experience or management role, with proven ability to build and motivate high-performing teams.
- Deep understanding of alternative investment fund structures, operations, and regulatory requirements (e.g., AML/KYC, FATCA, CRS).
- Strong knowledge of investor reporting requirements and best practices.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- Proven ability to build and maintain strong client relationships.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with industry-standard fund administration software (e.g., Geneva, Advent, Yardi) and Microsoft Office Suite (Excel, Word, PowerPoint).
- Demonstrated problem-solving abilities and a proactive approach to issue resolution.
- Ability to work independently and as part of a team.
Nice To Haves
- Master degree with 8 years industry experience or CFA is a plus
Responsibilities
- Lead, mentor, and manage a team of Investor Services professionals, fostering a collaborative and high-performing environment.
- Oversee the day-to-day operations of Investor Services, ensuring accuracy, efficiency, and adherence to regulatory requirements and service level agreements.
- Act as a primary point of contact for key investor relationships, building and maintaining strong partnerships.
- Manage the investor onboarding process, including KYC/AML due diligence, subscription document review, and system setup.
- Supervise the preparation and distribution of investor statements, capital calls, distributions, and other ad-hoc reporting.
- Ensure timely and accurate resolution of investor inquiries, collaborating with internal teams (e.g., fund accounting, legal, compliance) as needed.
- Develop and implement best practices, policies, and procedures to enhance the investor experience and operational efficiency.
- Monitor and analyze team performance metrics, identifying areas for improvement and implementing corrective actions.
- Participate in client pitches and due diligence meetings, representing SS&C's Investor Services capabilities.
- Stay current with industry trends, regulatory changes, and technological advancements impacting investor services.
- Identify and implement automation opportunities to streamline processes and improve data integrity.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Director
