Manager, Investor Services

SS&C Technologies•Toronto, ON

2d•$80,000 - $105,000•Hybrid

About The Position

SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with over 27,000 employees in 35 countries. Approximately 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. This role is a Full Time Permanent position based in Toronto, ON, with a hybrid work model. SS&C is committed to fostering a welcoming and inclusive environment, seeking diverse, honest, and dynamic individuals who value collaboration, accountability, integrity, and innovation. The company offers a fast-paced environment that promotes flexibility and authenticity, with a hybrid working model to help employees balance work and personal commitments.

Requirements

Bachelor's degree or equivalent work experience
Supervisory experience
Knowledge of Fundserv and Canadian retail markets
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
Must be legally eligible to work at the location(s) specified and able to provide a valid work or study permit if selected for an interview.

Nice To Haves

Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred

Responsibilities

Perform day-to-day supervision of a team including involvement in their performance appraisals and ongoing development.
Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.
Act as point of contact for clients and other internal service groups.
Handle and resolve escalated items.
Coordinate new client business meetings, clear communication of launch or conversion requirements.
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.
Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.
Ensure training is coordinated and implemented for staff, identify needs and action accordingly.
Assist and lead department initiatives.
Review and process fund pricing through Fundserv Network.
Review and generate Fundserv standard files and automated jobs.
Review, understand and discuss fund PPMs/OMs and trade documents.
Review/validate investor reporting and distribute to investors.
Review/approve and release wires and maintain wire instructions.
Review/process investor transactions in accordance with the Fund’s offering documents.
Maintain database and dashboard to keep them accurate and current.
Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
Perform database and application testing as warranted.