Associate Manager

SS&C Technologies

Associate Manager overseeing Investor Services team at SS&C. Managing client inquiries and ensuring compliance with fund documents and regulatory requirements.

Posted 6/4/2026full-timeNew York City • Connecticut, Massachusetts, New Jersey, New York • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $137,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
Participate in client due diligence meetings and present on investor services capabilities.
Assist in the preparation of management reports and metrics related to investor activity and team performance.

Requirements

What you’ll need

Bachelor’s Degree in Finance, Business Administration or similar field
6+ years’ experience in Investor Services or related field in financial services industry with at least 2 years in a leadership or supervisory capacity
Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
Demonstrated ability to manage complex projects and work effectively with corporate executives.
Excellent communication skills, including written, listening and presentation abilities
Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.
Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investor ServicesAML complianceKYC complianceFATCACRSFund Structuresprivate equityhedge fundsmutual fundsproject management

Soft Skills

client relationship managementcommunicationteam managementmentoringcollaborationproblem-solvingpresentation skillsorganizational skillsleadershipinterpersonal skills