Associate Manager, Investor Services
SS&C Technologies
full-time
Posted on:
Location Type: Office
Location: Navi Mumbai • 🇮🇳 India
Visit company websiteJob Level
JuniorMid-Level
About the role
- Trade Processing – Subscriptions, Redemptions, Switches, Transfers.
- Ensure full and complete understanding of trade processing end to end cycle, KYC, AML & Due diligence
- Review tasks and keep them up-to-date, processing trades accurately within TAT
- Ensure Tracking and closure of all Ageing and Outstanding items in Key MIS Reports
- Perform IS Signatory Role
- Ensure effective On-the-job training to ensure adequate conceptual understanding within the team.
- Ensure Cross-training on all accounts to reduce key man risk.
- Coordinate / Liaise within the team, with other departments & on-shore teams.
- Also coordinate with share registry group to build share registries, client fund parameters and proper statement production
- Implement controls to eliminate operational / processing errors, and client/investor confidentiality breaches by the team
- Lead and supervise the team and their work effectively
Requirements
- Graduate/PGDBA/MBA or Equivalent
- Good Communication skills
- Analytical approach towards the process flow
- Relevant work experience in financial services
- Prior Experience and knowledge in transfer agency is desirable
- Ability to handle trade volumes and train new team members.
- Team handling / Feedback and Monitoring
Benefits
- Health insurance
- Retirement plans
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trade processingKYCAMLdue diligenceMIS reportingoperational controlstransfer agencytrade volume managementteam trainingprocess flow analysis
Soft skills
communicationanalytical thinkingteam leadershipsupervisioncross-trainingcoordinationfeedbackmonitoringproblem-solvinginterpersonal skills
Certifications
GraduatePGDBAMBA