Job DescriptionDirector, Investor ServicesLocation: Mississauga, ON, Hybrid
Status: Full Time Permanent
What 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 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
Salary Range: $120,000-$150,000 CADThis job advertisement is for an existing vacancy which has been posted both internally and externally.
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.
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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.
Applications will be accepted on an ongoing basis until the position is filled.
