Manager, Investor Services

Company Name: SS&C Technologies
Location: Canada
Posted by:

Leanne Macri

Leanne Macri

Talent Acquisition Partner at SS&C Technologies

SS&C Technologies Inc.
Manager, Investor Services

SS&C Technologies Holdings, Inc. is a global provider of financial services software and software-enabled services. Founded in 1986, SS&C has built the most comprehensive powerhouse of software technology in the financial services industry – technology that complements our unrivaled expertise and professionalism in fund administration, insurance and pension funds, and asset and wealth management accounting and operations. Named by Forbes as one of America’s best midsize employers, SS&C has more than 20,000 employees and 15,000 clients worldwide, and is headquartered in Windsor, Connecticut, with offices throughout North America, Europe, Asia Pacific, Africa, and Australia.

We have an immediate opening for a Manager, Investor Services in our Mississauga Location at 5255 Orbitor Dr.

Primary Responsibilities

• 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.
• Perform other duties as requested

Qualifications

• Bachelor 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

SS&C Offers

• An extensive health benefit plan
• RRSP Matching Program and Bonus Potential
• Generous training allowance and Tuition Reimbursement Program
• Candidate Referral Program
• Business casual work environment
• Work/Life Balance
• Close to all transit

To further explore this opportunity, please APPLY NOW through our careers page on the corporate website. No phone calls please. We thank all candidates for their interest, but only those under consideration will be contacted.

• Seniority level

  Not Applicable

• Employment type

  Full-time

• Job function

  Customer ServiceInformation Technology

• Industries

  AccountingComputer SoftwareFinancial Services