Investment Services Associate Manager

1 month ago

Mississauga, Ontario, Canada SS&C Technologies Full time

Job Title: Associate Manager, Investor Services

Location: Mississauga, Ontario at 5255 Orbitor Drive and Toronto, Ontario at 200 Front Street West

About the Role:

We are seeking an experienced Associate Manager to join our Investor Services team. As an Associate Manager, you will be responsible for performing day-to-day supervision of Associates, providing periodic reports and feedback to IS management, and reviewing and understanding fund PPMs/OMs and trade documents.

Key Responsibilities:

  • Supervise Associates and provide performance appraisals and ongoing development
  • Provide reports and feedback to IS management on investor relation topics, client issues, and department initiatives
  • Review and understand fund PPMs/OMs and trade documents
  • Act as point of contact for priority fund investors and managers
  • Handle and resolve escalated items
  • Coordinate new client business meetings and clear communication of launch or conversion requirements
  • 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 and validate investor statements against accounting information and distribute investor statements
  • Review and approve wires and maintain wire instructions
  • Review and process investor transactions in accordance with the Fund's offering documents
  • Distribute reports to accounting/fund managers/investors
  • Maintain database and dashboard to keep them accurate and current
  • Perform other duties as requested

Requirements:

  • 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

About SS&C Technologies:

SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. We are committed to accommodating applicants with disabilities throughout the hiring process.

What We Offer:

SS&C offers excellent benefits, including health, dental, 401k plan, tuition and professional development reimbursement plan. We are an Equal Employment Opportunity employer and do 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.

  • Investment Services Associate Manager

    1 month ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    Job Title: Associate Manager, Investor ServicesLocation: Mississauga, Ontario at 5255 Orbitor Drive and Toronto, Ontario at 200 Front Street WestAbout the Role:We are seeking an experienced Associate Manager to join our Investor Services team. As an Associate Manager, you will be responsible for performing day-to-day supervision of Associates, providing...

  • Investment Services Associate Manager

    1 month ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    Job Title: Associate Manager, Investor ServicesLocation: Mississauga, Ontario at 5255 Orbitor Drive and Toronto, Ontario at 200 Front Street WestAbout the Role:We are seeking an experienced Associate Manager to join our Investor Services team. As an Associate Manager, you will be responsible for performing day-to-day supervision of Associates, providing...

  • Financial Services Associate

    2 weeks ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Financial Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled Financial Services Associate to join our team. This role is responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely transactional processing.Key Responsibilities:Transfer...

  • Investment Services Associate Manager

    2 weeks ago

    Mississauga, Ontario, Canada SS&C Technologies Holdings Full time

    Job OverviewAssociate Manager, Investor ServicesSS&C Technologies is seeking a highly skilled Associate Manager to join our Investor Services team. As a key member of our team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our investment services.Key Responsibilities:Supervise and mentor a team...

  • Financial Services Associate

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...

  • Financial Services Associate

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...

  • Investment Services Associate

    4 weeks ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...

  • Investment Services Associate

    2 months ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...

  • Investment Services Associate

    2 months ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...

  • Investment Services Associate

    4 weeks ago

    Mississauga, Ontario, Canada SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    1 month ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...

  • Financial Services Associate

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...

  • Financial Services Associate

    2 months ago

    Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Advisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...