Senior Associate, Investor Services

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Senior Associate, Investor Services

Locations: Evansville, IN | Hybrid

Get To Know The Team:

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. They work closely with our clients by instructing cash movement, responding to inquiries, resolving issues, coordinating service delivery, and processing transfer and record updates for our hedge fund clients.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a 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
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Review investor statements before client review
• Approve investor contract notes and statements for distribution
• Handle daily/routine client information requests via email and phone
• Review and process investor subscriptions, redemptions, transfers, assignments and contact changes
• Prepare wire transfer instructions in accordance with investor and/or fund management instructions
• Process cash, money movements, and reconciliations
• Support the year-end audit process, in collaboration with the team, client and auditors
• Train employees when appropriate
• Ability to analyze, establish and review new client launch and conversion fund data

What You Will Bring:

• Bachelor’s Degree in Finance, Business Administration or similar field
• 2-4 years’ experience in financial/client services
• Excellent interpersonal and communication skills
• Knowledge of hedge funds or private equity is a plus
• Knowledge of Anti-Money Laundering (AML) and KYC procedures
• Proficient in Microsoft Office suite, with emphasis on Excel
• Team player mentality with a positive attitude
• Strong attention to detail with the ability to manage shifting priorities

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at 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.