Associate Manager

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Job Title: Associate Manager Investor Services

Location: Dallas TX New York NY Hybrid

About the Role

The team is responsible for evaluating verifying and processing service requests from shareholders institutions thirdparty entities broker/dealer operations and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy compliance and service excellence. We exercise broad decisionmaking authority within established company policies to support business goals.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design implement and operate solutions that help clients manage data automate processes and scale their businesses with confidence.

You will work with industry experts modern platforms and evolving technologies gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Reviewing and processing investor subscriptions redemptions transfers assignments and contact changes
• Handling daily/routine client information requests
• Preparing wire transfer instructions in accordance with investor and/or fund management instructions
• Processing cash money movements and reconciliations
• Supporting the year-end audit process in collaboration with the team client and auditors
• Supporting the year-end tax reporting process fulfilling respective K-1 requests
• Supporting corporate goals and business/departmental initiatives

Required Experience

• Bachelors Degree in Business Administration or equivalent
• 3 years experience in accounting or related field with experience in the financial services sector a plus
• Complete knowledge of hedge or private equity funds a plus
• Extensive knowledge of Anti-Money Laundering and KYC procedures
• Knowledge of FATCA and tax compliance a plus
• Proficient in Microsoft Office suite with emphasis on Excel skills
• Team player
• Ability to lead manage and motivate a team
• Deadline oriented with ability to complete assigned tasks independently
• Attention to detail and ability to multi-task
• Excellent interpersonal and communication skills

Join SS&C where innovation meets global opportunities. Click here to apply.

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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.

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.