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Investor Services Manager

Company: SS&C Technologies
Location: New York
Posted on: September 25, 2022

Job Description:

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.Job DescriptionInvestor Services ManagerLocation: New York; New Jersey - HybridPrimary Responsibilities:

  • Provide coaching, training, and leadership as necessary to the Investor Services team
  • Point of contact for clients and other internal service groups to ensure overall client/investor satisfaction
  • Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts
  • Provide periodic reports & feedback on investor relation topics, client issues and department initiatives
  • 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
  • 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 Funds offering documents
  • Review fund manager reports per or upon request. i.e. ERISA, Blue Sky,etc.
  • Perform other duties as requestedQualifications:
    • Bachelors degree in Finance or related field
    • 6+ years experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)
    • Previous management experience
    • Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
    • Excellent communication skills, including written, listening and presentation abilities
    • Proven ability to work under pressure and meet deadlines
    • Strong organizational and relationship building skillsWhy SS&C? Working at SS&C is balanced and fair especially in challenging times. We offer flexible work schedules, time off, and so much more to keep you healthy, safe, and productive. SS&C offers:
      • Hybrid Schedule featuring 4-6 days in the office monthly combined with working from home
      • Competitive base salary plus excellent benefits
      • 401k Matching Program
      • Global Flexible Time Off Policy (personal/vacation time)
      • Sick Leave Policy
      • Ten company-paid holidays in a full calendar year
      • Eligible for performance-based bonus program
      • Tuition Reimbursement up to 70% and Professional Development up to 100%
      • Charitable Matching Program
      • Business Casual dress code (includes jeans)
      • Exposure to many key business groups within the company, including regular interaction with senior management and opportunities for advancementLI-LH1LI-LH1LI-HybridUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Keywords: SS&C Technologies, New York , Investor Services Manager, Executive , New York, New York

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