Manager, Investor Services

Location: New York City, NY, United States; hybrid schedule with onsite work required 6 days per month

Salary: $78,000–$165,000 USD annually, 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.
• Serve as the primary client and internal escalation point for complex investor, operational, and service issues.
• Oversee investor onboarding, fund launches, and coordination with cross-functional stakeholders.
• Manage fund data integrity, databases, dashboards, offering documents, investor reports, and fund manager information.
• Support regulatory compliance, due diligence, audits, governance requirements, and operational controls.
• Approve investor transactions, wire transfers, and capital activity while driving process improvements and system testing.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 5+ years of experience in investor services, fund administration, alternative investments, or related financial services operations.
• 2+ years of people management experience, including performance reviews, coaching, and employee development.
• Experience managing complex investor, operational, and client-service escalations.
• Experience driving process improvement, enhancing workflows, supporting system testing, and scaling service delivery.
• Ability to work in a hybrid New York City arrangement and onsite 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.

Culture & Benefits

• Exposure to industry 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.