Description
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 Description
Manager, Investor Services
Locations: New York, NY | Union, NJ | Windsor, CT | Hybrid
Get To Know Us:
Our team provides fund administration services to domestic and offshore hedge fund and private equity clients. This includes processing investor subscriptions and redemptions, conducting anti–money laundering and due‑diligence reviews, preparing investor and client reporting, and managing investor communications and inquiries.
Manage a wide range of operational activities, applying sound judgment and broad decision‑making authority within established policies to achieve business objectives. The team collaborates with cross‑functional partners to meet project timelines, resolve issues, and develop effective operational solutions. We are accountable for department performance, establish procedures, and recommend policy enhancements to support continuous improvement.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
- Manage investor lifecycle operations, including subscriptions, redemptions, capital calls, distributions, and the accuracy of related investor records and reporting.
- Oversee AML/KYC and due‑diligence reviews for new and existing investors, ensuring compliance with regulatory requirements and firm policies.
- Serve as an escalation point for client and investor inquiries, providing clear resolutions and maintaining strong client relationships.
- Manage and develop professionals and first‑level leaders, ensuring effective coaching, performance management, and a collaborative, inclusive team environment.
- Coordinate with cross‑functional teams such as Fund Accounting, Compliance, Legal, and Technology to support fund launches, ongoing operations, and issue resolution.
- Drive operational improvements by analyzing workflows, enhancing processes, implementing efficiency initiatives, and recommending updates to procedures or policies.
- Ensure quality, accuracy, and risk management across investor services activities by applying sound judgment, monitoring controls, and making informed decisions aligned with business goals.
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.
- Strong knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAV‑related concepts.
- Understanding of regulatory standards governing alternative investments and investor services, with the ability to apply compliance expectations effectively in daily operations.
- Proven ability to manage, develop, and motivate teams, fostering a collaborative, inclusive, and high‑performance culture.
- Strong decision‑making and problem‑solving skills, with the ability to balance risk, service levels, accuracy, and operational efficiency.
- Excellent communication and client‑relationship skills, including the ability to clearly explain complex operational or regulatory issues and handle escalations with professionalism.
- Process‑oriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for high‑quality outcomes in fast‑paced environments.
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.
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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: $90,000.00 USD to $120,000.00 USD.Apply on company website
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