Ssctech
Associate Manager
New York, NY, USA · Senior
Sponsorship not specifiedDetected 33 days ago
JavaScriptAccountingExcelLeadershipCommunicationProblem SolvingOrganizational Skills
About the role
- 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.
- Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
Responsibilities
- Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
- Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
- Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.
- Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
Requirements
- 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.
- 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.
- Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
- Ability to work effectively in a fast-paced, deadline-driven environment.
Nice to have
- FINRA Series 6 or 7 license preferred but not required.
- What Sets You Apart (preferred qualifications)
Skills
- Excellent communication skills, including written, listening and presentation abilities
- Exceptional organizational skills and attention to detail.
Compensation
- The expected base salary for the position is between $70,000 USD to $135,000 USD.
Benefits
- SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.
Company info
- 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.
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