Associate Manager

2 Months ago • 3-5 Years

Job Summary

Job Description

As an Associate Manager, you will collaborate, coach, and mentor team members while working closely with clients, focusing on building relationships. Responsibilities include providing coaching, training, and leadership, acting as an escalation point, processing investor transactions, reviewing AML tests, understanding governing documents, communicating with internal groups, reviewing share register databases, coordinating new fund setups, and providing reports to management. You will be part of a team dedicated to excellent client service.

Must have:

Bachelor’s degree in a related field.
3-5 years of experience in Investor Services.
Strong knowledge of Fund Structures and services.
Ability to manage complex projects effectively.
Strong knowledge of AML/KYC compliance.

Perks:

Hybrid Work Model & a Business Casual Dress Code.
401k Matching Program, Professional Development Reimbursement.
Flexible Personal/ Vacation Time Off, Sick Leave, Paid Holidays.
Medical, Dental, Vision, Employee Assistance Program, Parental Leave.
Discounts on fitness clubs, travel and more!

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Job Details

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

Associate Manager

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. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients. This role is managing clients and building relationships.

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
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:

Provide coaching, training and leadership as necessary to the Investor Services team
Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
Processing and reporting investor transactions including subscriptions, redemptions and transfers and the associated money movement
Reviewing and approving Anti-Money Laundering tests and due diligence documents for fund investors
Reviewing, understanding and having the ability to discuss governing documents for hedge fund clients
Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing etc.
Reviewing the share register database to ensure that all activity is completed accurately and timely
Coordinating the set-up of new funds on the share registry system
Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives

What You Will Bring:

Bachelor’s Degree in Finance, Business Administration, similar field or equivalent experience
3-5 years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets
Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
Demonstrated ability to manage complex projects and work effectively with corporate executives
Strong knowledge of AML/KYC compliance
Excellent communication skills, including written, listening and presentation abilities
Must be willing to work on site in Bellevue office at least 6 days/month

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.