Job Description
Job Title: Director, Investor Services
Location: New York, NY - Hybrid
About the Role
As Director, Investor Services, you will lead and manage a team responsible for delivering exceptional client service and operational excellence to SS&C Technologies' investor base. This role involves overseeing all aspects of investor communication, onboarding, reporting, and inquiry resolution for a portfolio of alternative investment funds.
How You Will Make an Impact
- Lead, mentor, and manage a team of Investor Services professionals, fostering a collaborative and high-performing environment.
- Oversee the day-to-day operations of Investor Services, ensuring accuracy, efficiency, and adherence to regulatory requirements and service level agreements.
- Act as a primary point of contact for key investor relationships, building and maintaining strong partnerships.
- Manage the investor onboarding process, including KYC/AML due diligence, subscription document review, and system setup.
- Supervise the preparation and distribution of investor statements, capital calls, distributions, and other ad-hoc reporting.
- Ensure timely and accurate resolution of investor inquiries, collaborating with internal teams (e.g., fund accounting, legal, compliance) as needed.
- Develop and implement best practices, policies, and procedures to enhance the investor experience and operational efficiency.
- Monitor and analyze team performance metrics, identifying areas for improvement and implementing corrective actions.
- Participate in client pitches and due diligence meetings, representing SS&C's Investor Services capabilities.
- Stay current with industry trends, regulatory changes, and technological advancements impacting investor services.
- Identify and implement automation opportunities to streamline processes and improve data integrity.
Required Experience
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA.
- 8+ years of experience in investor services, client services, or fund operations within the alternative investments industry (hedge funds, private equity, real estate).
- 5+ years of leadership experience or management role, with proven ability to build and motivate high-performing teams.
- Deep understanding of alternative investment fund structures, operations, and regulatory requirements (e.g., AML/KYC, FATCA, CRS).
- Strong knowledge of investor reporting requirements and best practices.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- Proven ability to build and maintain strong client relationships.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with industry-standard fund administration software (e.g., Geneva, Advent, Yardi) and Microsoft Office Suite (Excel, Word, PowerPoint).
- Demonstrated problem-solving abilities and a proactive approach to issue resolution.
- Ability to work independently and as part of a team.
What Sets You Apart (preferred qualifications)
- Master degree with 8 years industry experience or CFA is a plus
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
New York: The expected base salary for the position is between $115,000 USD to $210,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
