Associate Director, Finance, Investor Services Performance Management
3 weeks ago
Associate Manager, Investor Services page is loaded Associate Manager, Investor Services
Apply locations Mississauga, Canada Toronto, Canada time type Full time posted on Posted 2 Days Ago job requisition id R23640 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Associate Manager, Investor Services
At SS&C Technologies, collaboration is our superpower. Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: RRSP Matching Program, Professional Development Reimbursement
Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
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
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.
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 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.
Perform database and application testing as warranted.
Bachelor's degree or equivalent work experience
Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred.
Good Knowledge of Microsoft Office Products
Strong organizational and relationship building skills
Proven training skills and adaptable to various software/database applications
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. To further explore this opportunity, please apply through our careers page on the corporate website at .
No phone calls or email applications please. 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
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