Associate, Investor Services

SS&C Technologies

Associate, Investor Services in a hybrid role managing investor relations activities for a leading financial technology company. Responsibilities include subscription processing and communication with investors.

Posted 7/26/2026full-timeMississauga • 🇨🇦 CanadaJuniorMid-Level💰 CA$50,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Hedge and Private Equity Fund Administration, with a strong focus on investor communication, compliance with Anti-Money Laundering and KYC procedures, and proficiency in Microsoft Excel for financial reporting and analysis.

Highest-signal resume keywords

Hedge Fund AdministrationPrivate Equity Fund AdministrationAnti-Money Laundering (AML)Microsoft ExcelInvestor Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund AdministrationInvestor ServicesSubscription ProcessingRedemption ProcessingFinancial Reporting

Soft Skills

Strong Communication SkillsInterpersonal SkillsCustomer Service OrientationAdaptabilityAbility to Manage Multiple Demands

Tools & Technologies

Internet Banking PlatformsMicrosoft Office Suite

Industry Keywords

KYC ProceduresFinancial ServicesInvestor StatementsComplianceFund Management

About the role

Key responsibilities & impact

Act as main contact for fund investors and managers via email and telephone correspondence.
Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
Communicate pending transactions to fund management as required.
Prepare and validate investor statements to fund accounting information.
Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
Comply with department policies and procedures for processing of above activities.

Requirements

What you’ll need

Equivalent experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services
Undergraduate degree or equivalent experience
Advanced knowledge of Microsoft Office product suite, specifically Excel
Experience in the financial services is a plus
Knowledge of Anti-Money Laundering and KYC procedures is a plus
Strong Communication skills both oral and written
Excellent interpersonal skills and customer service orientation
Ability to work in a demanding environment and adjust to multiple demands; shifting priorities; ambiguity and rapid change

Benefits

Comp & perks

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!