Job DescriptionAssociate Manager, Investor ServicesLocations: Evansville, IN | Union, NJ | Hybrid
What You Will Get To Do:- Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
- Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
- Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
- Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
- Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
- Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
- Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
- Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
- Participate in client due diligence meetings and present on investor services capabilities.
- Assist in the preparation of management reports and metrics related to investor activity and team performance.
What You Will Bring:- Bachelor's Degree in Finance, Business Administration or similar field
- 6+ years' experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
- Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
- Demonstrated ability to manage complex projects and work effectively with corporate executives.
- Excellent communication skills, including written, listening and presentation abilities
- Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.
- Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
- Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.
- FINRA Series 6 or 7 license preferred but not required.
- Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
- Exceptional organizational skills and attention to detail.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Strong problem-solving and analytical abilities.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
#LI-Hybrid
#LI- JS1
CA - JS
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.
