Bilingual Associate Manager, Investor Services

SS&C Technologies Holdings; Halifax; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in Halifax is seeking a skilled professional to join their Investor Services team. The role involves processing transactions, ensuring compliance with regulations, and maintaining client relationships. The ideal candidate will have a finance background, extensive experience in investor services, and be bilingual in English and French. The company promotes a hybrid work model, ensuring work-life balance and a supportive environment.

Benefits

Hybrid Work Model

RRSP Matching Program

Professional Development Reimbursement

Flexible Personal / Vacation Time Off

Medical, Dental, Vision

Employee Assistance Program

Parental Leave

Discounts on fitness clubs

Qualifications

• 5+ years’ experience in investor services or related field.
• Thorough knowledge of Fund Structures and services.

Responsibilities

• Processing and reporting investor transactions.
• Reviewing and approving Anti-Money Laundering tests.
• Interacting with hedge fund principals and their investors.

Skills

Bilingual

Communication

Client Relationship Management

Education

Bachelor’s degree in finance

Job description

Location(s):

Halifax, Nova Scotia at 36 Solutions Drive or

Get To Know The Team:

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those who embody a spirit to improve not only their lives but those around them. From college students to seasoned 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. We are a fast-paced environment that promotes flexibility, authenticity, and offers a hybrid working model to help employees manage their 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
• Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Get To Do:

• Processing and reporting investor transactions including subscriptions, redemptions, transfers, and associated money movement
• Reviewing and approving Anti-Money Laundering tests pursuant to US and Cayman regulations
• Reviewing and approving due diligence documents for fund investors
• Reviewing, understanding, and discussing governing documents for hedge fund clients
• Interacting with hedge fund principals and their investors
• Communicating with internal groups such as accounting, operations, legal, and compliance regarding transaction processing, billing, etc.
• Reviewing the share register database to ensure all activity is completed accurately and on time
• Coordinating the setup of new funds on the share registry system
• Responding to investor audit-related inquiries
• Providing periodic reports and feedback to Investor Services management on various topics, client issues, and department initiatives
• Assisting with the training of investor services staff

What You Will Bring:

• Bachelor’s degree in finance or related field
• 5+ years’ experience in investor services or a related field (financial services / fund administration, corporate communications, portfolio management, or securities analysis) with a strong familiarity with capital markets
• Must be fully bilingual (English and French)
• Thorough knowledge of Fund Structures and all services provided by an Investor Services Department
• Knowledge of AML / KYC compliance for US and Cayman
• Proven ability to work under pressure and meet deadlines
• Strong written and verbal communication skills
• Solid client relationship management skills

SS&C Technologies Canada Corp. fosters a positive, equitable, and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. If you require any accommodation during the application and hiring process, please contact: