Manager or Associate, Investor Services (Alternative Investments)

Location: Hybrid in New York City, NY or Union, NJ; onsite 6 days per month

Salary: $78,000–$165,000 USD annual base salary in New Jersey or New York, plus potential discretionary bonus and/or equity awards.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise.

What you will do

• Lead daily team operations, performance reviews, training, coaching, and professional development.
• Act as the primary client and internal escalation point for complex investor, operational, and service issues.
• Oversee client onboarding, fund launches, and coordination with internal and external stakeholders.
• Manage fund data integrity, databases, dashboards, offering documents, investor reports, and fund manager information.
• Supervise investor transactions, wire transfers, and capital activity while maintaining controls, compliance, and risk standards.
• Drive process improvements, system testing, operational enhancements, audits, and governance initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
• At least 5 years of experience in investor services, fund administration, alternative investments, or related financial services operations.
• At least 2 years of people management experience, including performance reviews, coaching, and employee development.
• Experience handling client-facing escalations involving complex investor, operational, and service-related issues.
• Experience driving process improvement, enhancing workflows, supporting system testing, and scaling service delivery.
• Ability to work in a hybrid arrangement in New York City, NY or Union, NJ, with onsite attendance 6 days per month.

Nice to have

• Experience with fund onboarding, fund launches, and fund lifecycle management.
• Knowledge of investor transactions, capital activity, wire approvals, operational controls, risk management, and compliance.
• Experience partnering with auditors, accounting teams, and compliance functions on due diligence, audits, and regulatory requirements.

Culture & Benefits

• Work with financial services experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.