Director - Investor Services

1 week ago


Mississauga, Canada SS&C Technologies Holdings Full time

Job Description Director, Investor ServicesLocation: Mississauga, ON, HybridStatus: Full Time PermanentGet To Know Us: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 jeansYour Future: RRSP Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveDiversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on DiversityTraining: Hands-On, Team-Customized, including SS&C Learning InstituteExtra Perks: Discounts on fitness clubs, travel and moreWide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our EmployeesWhat You Will Get To Do:Perform day-to-day supervision of multiple teams, including involvement in their performance appraisals and ongoing development.Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.Act as point of escalation contact for clients and other internal service groups.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.Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.Ensure training is coordinated and implemented for staff, identify needs and action accordingly.Assist and lead department initiatives.Review, understand and have ability to discuss fund PPMs/OMs and trade documents.Review/Validate investor reporting and distribute to investors.Review/approve and release wires and maintain wire instructions.Review/process investor transactions in accordance with the Fund’s offering documents.Maintain database and dashboard to keep them accurate and current.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.Such other activities as you may be assigned by your immediate Manager, or other SS&C Managers or Directors.What You Will Bring:Bachelor’s degree or equivalent work experienceSupervisory experienceKnowledge of financial services/mutual funds/ hedge funds/private equity funds preferredGood Knowledge of Microsoft Office ProductsProven Ability to work under pressure and meet deadlinesStrong organizational and relationship building skillsProven training skills and adaptable to various software/database applicationsWe encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. 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: .Salary Range: $120,000-$150,000 CADThis role is posted for a future opportunity; we’re actively sourcing candidates for.  If you are interested in a future position, please apply.You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making#LI-LH2#LI-HYBRID



  • Mississauga, Ontario, Canada SS&C Full time

    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...


  • Mississauga, Canada SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Mississauga, Canada SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Mississauga, Canada SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Mississauga, Canada SS&C Full time

    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...


  • Mississauga, Canada SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Mississauga, Canada MUFG Investor Services Full time

    **About MUFG Investor Services**: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund administration,...


  • Mississauga, Canada SS&C Full time

    A leading financial services and healthcare technology company is looking for a Senior Associate in Investor Services. The role involves acting as main contact for fund investors and processing subscription and redemption activities. Ideal candidates will have a minimum of 3 years of experience in fund administration and strong communication skills. This...

  • Director

    3 days ago


    Mississauga, Canada Edward Jones Full time

    **Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...


  • Mississauga, Canada Pivot HR Services Full time

    About The Organization Next Hydrogen is a Canadian clean‑energy technology company focused on advancing hydrogen production systems that support the global transition to a low‑carbon economy. Operating in a highly regulated, safety‑critical, and innovation‑driven environment, Next Hydrogen is committed to operational excellence, robust quality...