Investor Services - Associate Manager - Senior Assoicate

About the role

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.

Responsibilities

• Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
• Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
• Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
• Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
• Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
• Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
• Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
• Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
• Participate in client due diligence meetings and present on investor services capabilities.
• Assist in the preparation of management reports and metrics related to investor activity and team performance.

Requirements

• Bachelor’s Degree in Finance, Business Administration or similar field
• 6+ years’ experience in Investor Services or related field
• Financial services industry with a least 2 years in a leadership or supervisory capacity
• Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors
• Demonstrated ability to manage complex projects and work effectively with corporate executives
• Excellent communication skills, including written, listening and presentation abilities
• Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment
• Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
• Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements

Preferred Qualifications

• FINRA Series 6 or 7 license preferred but not required
• Proficiency in 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

Benefits

• Medical, dental, and vision coverage
• A 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity

Pay

• New Jersey: $63,000 USD to $140,000 USD
• New York: $65,000 USD to $135,000 USD
• Massachusetts: $55,000 USD to $140,000 USD

Schedule

• Hybrid