SS&C Technologies

Associate Director, Investor Services

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Mississauga • Canada

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Job Level

Senior

About the role

  • Perform day-to-day supervision of multiple teams, including involvement in their performance appraisals and ongoing development.
  • Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.
  • Act as point of escalation contact for clients and other internal service groups.
  • Ability to handle and resolve escalated items
  • Coordinate new client business meetings, clear communication of launch or conversion requirements.
  • Ability to analyze, establish and review new client launch and conversion fund data in database.
  • Work with external auditors and accounting to complete confirmation and due diligence requests.
  • Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
  • Ensure training is coordinated and implemented for staff, identify needs and action accordingly
  • Assist and lead department initiatives
  • Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
  • Review/Validate investor reporting and distribute to investors
  • Review/approve and release wires and maintain wire instructions
  • Review/process investor transactions in accordance with the Fund’s offering documents.
  • Maintain database and dashboard to keep them accurate and current.
  • Review fund manager reports per or upon request. i.e. ERISA, Blue Sky,etc.
  • Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
  • Perform database and application testing as warranted. Such other activities as you may be assigned by your immediate Manager, or other SS&C Managers or Directors

Requirements

  • Bachelor’s degree or equivalent work experience
  • Supervisory experience, Knowledge of financial services/mutual funds/ hedge funds/private equity funds preferred.
  • Good Knowledge of Microsoft Office Products
  • Proven Ability to work under pressure and meet deadlines
  • Strong organizational and relationship building skills
  • Proven training skills and adaptable to various software/database applications
Benefits
  • Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: RRSP 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 Learning Institute
  • Extra Perks: Discounts on fitness clubs, travel and more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
database managementapplication testingfund PPMsfund OMsinvestor reportingtransaction processingdue diligenceperformance appraisalclient launch analysiswire instructions
Soft skills
supervisory experienceorganizational skillsrelationship buildingtraining skillsability to work under pressurecommunication skillsproblem-solvingadaptabilityfeedback provisionescalation management