Manager, Investor Services
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Mississauga • Canada
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About the role
- Perform day-to-day supervision of a team 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 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.
Requirements
- Bachelor's degree or equivalent work experience
- Managerial experience is required
- Knowledge of financial services/mutual funds/ hedge funds/private equity funds required.
- 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
- RRSP 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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
database managementapplication testingfund data analysisinvestor reportingtransaction processingperformance appraisaldue diligenceclient launch coordinationwire instruction managementfund document review
Soft skills
team supervisioncommunicationproblem resolutionorganizational skillsrelationship buildingtrainingadaptabilityability to work under pressuredeadline managementinitiative
Certifications
Bachelor's degreemanagerial experience