Associate Manager, Investor Services

SS&C Technologies; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An innovative financial services company is seeking an Associate Manager for Investor Services. This role involves supervising a team, managing investor relations, and ensuring accurate fund documentation. The ideal candidate will thrive in a dynamic environment, showcasing strong organizational and relationship-building skills. With a commitment to diversity and inclusion, the company offers a hybrid work model and a range of benefits to support work-life balance. Join a forward-thinking team that values collaboration and integrity while making a significant impact in the financial sector.

Benefits

Hybrid Work Model

RRSP Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision Insurance

Employee Assistance Program

Paid Holidays

Discounts on Fitness Clubs

Parental Leave

Qualifications

• Bachelor's degree or equivalent work experience required.
• Supervisory experience and knowledge of financial services preferred.

Responsibilities

• Supervise Associates and manage their performance appraisals.
• Act as point of contact for priority fund investors and managers.
• Review and validate investor statements against accounting information.

Skills

Supervisory Experience

Knowledge of Financial Services

Microsoft Office Products

Organizational Skills

Relationship Building Skills

Ability to Work Under Pressure

Education

Bachelor's Degree

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Associate Manager, Investor Services

Location(s):

Mississauga, Ontario at 5255 Orbitor Drive

Toronto, Ontario at 200 Front Street West

SS&C Technologies is always looking to hire great talent across all our businesses. If you are looking for a future opportunity with SS&C please apply this positions talent pool. Please note your application will be considered at the time when an active role is available.

Get To Know the Team:

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: RRSP Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Perform day-to-day supervision of Associates including involvement in their performance appraisals and ongoing development.
• Provide periodic reports & feedback to IS management on investor relation topics, client issues and department initiatives.
• Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
• Act as point of contact for priority fund investors and managers
• Ability to handle and resolve escalated items
• Coordinate new client business meetings, clear communication of launch or conversion requirements.
• Ability to 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.
• Review/Validate investor statements against accounting information and distribute investor statements.
• Review/approve and release wires and maintain wire instructions
• Review/process investor transactions in accordance with the Fund’s offering documents.
• Review and distribute reports to accounting/fund managers/investors
• Maintain database and dashboard to keep them accurate and current.
• Performance Letters, K1’s, audited financial statements, etc.
• Review fund manager reports per or upon request. I.e. ERISA, Blue Sky, etc.
• Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
• Perform database and application testing as warranted.
• Perform other duties as requested

What You Will Bring:

• Bachelor's degree or equivalent work experience
• Supervisory experience
• Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred
• 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

SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: [e-mail]

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers .

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.