Associate, Investor Services - AEOI (FATCA/CRS)

Location: Hybrid role based in Mississauga or Toronto, Canada

Salary: CAD 50,000–60,000 per year

Company

SS&C is a financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees across 35 countries.

What you will do

• Act as the main contact for investor services inquiries related to AEOI, FATCA, and CRS requirements.
• Process investor subscriptions and redemptions in line with fund documents, AML, KYC, and AEOI requirements.
• Review, collect, and validate W-8/W-9 forms and CRS self-certifications.
• Maintain accurate investor records, including tax residency, FATCA/CRS classifications, and reporting statuses.
• Support annual FATCA and CRS reporting by identifying documentation gaps and escalating discrepancies.
• Contribute to AEOI data-capture, workflow, and reporting-automation improvements.

Requirements

• Experience in hedge or private equity fund administration and/or investor services.
• Undergraduate degree or equivalent experience.
• Experience with AEOI frameworks, including FATCA/CRS investor classification, documentation review, and reporting.
• Advanced Microsoft Office knowledge, especially Excel.
• Strong oral and written communication, interpersonal, and customer-service skills.
• Legal eligibility to work in Canada is required; a valid work or study permit may be requested.

Nice to have

• Financial services experience.
• Knowledge of AML and KYC procedures.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• RRSP matching and professional development reimbursement.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Medical, dental, and vision coverage, employee assistance program, and parental leave.
• Hands-on training through the SS&C Learning Institute and additional fitness and travel discounts.
• Overtime and coverage on Canadian holidays may be required to meet client and department deliverables.