Associate Manager, Investor Services

Location: Hybrid role based in New York, NY, Union, NJ, Windsor, CT, Braintree, MA, or Jacksonville, FL

Company

SS&C is a financial services and healthcare technology company providing proprietary technology and operational solutions to organizations in 35 countries.

What you will do

• Manage, mentor, coach, and train Investor Services professionals.
• Oversee investor subscriptions, redemptions, transfers, capital calls, distributions, and related communications.
• Serve as the primary contact for institutional clients, resolve issues, and build client relationships.
• Ensure compliance with fund documents and regulatory requirements while improving operational workflows.
• Collaborate with fund accounting, legal, and compliance teams to deliver seamless service.
• Prepare management reports, participate in due diligence meetings, and present Investor Services capabilities.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 6+ years of experience in Investor Services or a related financial services field, including at least 2 years in a leadership or supervisory role.
• Strong client relationship management, communication, presentation, and team leadership skills.
• Experience managing complex projects and working with corporate executives.
• Strong knowledge of fund structures and Investor Services activities, including AML/KYC compliance, FATCA, and CRS.
• Understanding of investment vehicles such as private equity, hedge funds, and mutual funds.

Nice to have

• FINRA Series 6 or 7 license.
• Experience with investor relations software and Microsoft Office, especially Excel.
• Strong organizational, problem-solving, analytical, and attention-to-detail skills.
• Experience working in fast-paced, deadline-driven environments.

Culture & Benefits

• Hybrid work environment with exposure to industry experts, modern platforms, and enterprise-scale operations.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.