Investor Services - Associate Manager - Senior Assoicate
About The Position
SS&C is hiring a Senior Associate or Associate Manager for its Investor Services team. The role combines client service responsibilities with oversight of investor operations and, for the Associate Manager scope, coaching and mentoring team members. The position works with institutional clients and internal partners to provide accurate, timely investor services and support complex financial operations. The role is hybrid and based in Windsor, Connecticut; New York City, New York; Union, New Jersey; or Boston, Massachusetts. The successful candidate will oversee investor capital activity and communications, build trusted client relationships, monitor operational processes, and collaborate with fund accounting, legal, and compliance teams. The position also includes team training, participation in client due diligence meetings, and preparation of management reports and performance metrics.
Requirements
- Bachelor’s degree in Finance, Business Administration, or a similar field.
- At least 5 years of experience in Investor Services or a related financial services field, including at least 2 years in a leadership or supervisory capacity.
- Excellent client relationship management skills and the ability to communicate effectively with institutional investors.
- Demonstrated ability to manage complex projects and work effectively with corporate executives.
- Excellent written, listening, and presentation skills.
- Demonstrated ability to manage and motivate a team and foster a positive, productive work environment.
- Strong knowledge of fund structures and Investor Services functions, including AML/KYC compliance, FATCA, and CRS.
- Strong understanding of investment vehicles such as private equity, hedge funds, and mutual funds and their investor servicing requirements.
Nice To Haves
- FINRA Series 6 or 7 license; preferred but not required.
- Proficiency with investor relations software and Microsoft Office Suite, especially Excel.
- Exceptional organizational skills and attention to detail.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Strong problem-solving and analytical abilities.
Responsibilities
- Manage and mentor Investor Services professionals, fostering a collaborative and high-performing work environment.
- Oversee the processing of investor subscriptions, redemptions, transfers, and other capital activity while ensuring compliance with fund documents and regulatory requirements.
- Serve as a primary contact for institutional clients, respond to inquiries, resolve issues, and build trusted relationships.
- Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor communications.
- Monitor and improve operational workflows and procedures to increase efficiency, accuracy, and client satisfaction.
- Collaborate with fund accounting, legal, compliance, and other internal departments to support seamless service delivery.
- Stay informed about industry practices, regulatory changes, and technological developments in investor services.
- Develop and implement training programs for the Investor Services team.
- Participate in client due diligence meetings and present the team's investor services capabilities.
- Assist with management reports and metrics related to investor activity and team performance.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Paid holidays
- Parental leave
- Professional development reimbursement opportunity
- Potential annual discretionary bonus and/or equity awards, including restricted stock units or stock options, based on individual and business performance and company discretion
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What This Job Offers
Job Type
Full-time
Career Level
Senior
