Associate Manager, Investor Services

4 days ago


Mississauga, Canada SS&C Technologies Holdings Full time

Job Description Associate Manager, Investor ServicesLocation(s):  Mississauga, ON | Toronto, 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 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 requestedWhat 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: $65,000-$85,000 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



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