Senior Associate or Associate Manager, Investor Services (Fintech)

Location: Hybrid in Windsor, CT; New York City, NY; Union, NJ; or Boston, MA.

Salary: Expected annual base salary ranges from $50,000 to $140,000 USD depending on location. New Jersey: $63,000–$140,000; New York: $65,000–$135,000; other states: $65,000–$115,000; Massachusetts: $55,000–$140,000; Connecticut: $50,000–$105,000.

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

• Manage, mentor, coach, and train Investor Services professionals.
• Oversee investor subscriptions, redemptions, transfers, capital calls, distributions, statements, and related communications.
• Serve as the primary contact for institutional clients, resolve inquiries, and build client relationships.
• Improve operational workflows, procedures, efficiency, accuracy, and client satisfaction.
• Collaborate with fund accounting, legal, and compliance teams and participate in client due diligence meetings.
• Prepare management reports and performance metrics while monitoring industry practices, regulatory changes, and technology developments.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a similar field.
• At least 5 years of experience in Investor Services or a related financial services field, including at least 2 years in a leadership or supervisory capacity.
• Excellent client relationship management and communication skills, including written, listening, and presentation abilities, with experience communicating with institutional investors.
• Ability to manage complex projects and work effectively with corporate executives.
• Ability to manage and motivate a team and foster a positive, productive work environment.
• Strong knowledge of fund structures and Investor Services functions, including AML/KYC compliance, FATCA, and CRS.
• Strong understanding of investment vehicles such as private equity, hedge funds, and mutual funds and their investor servicing requirements.

Nice to have

• FINRA Series 6 or 7 license.
• Proficiency with investor relations software and Microsoft Office Suite, especially Excel.
• Exceptional organizational skills and attention to detail.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Strong problem-solving and analytical abilities.

Culture & Benefits

• Hybrid work environment with exposure to industry experts, modern platforms, and large-scale enterprise operations.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.
• Potential annual discretionary bonus and/or equity awards based on individual and company performance.