Investor Services Associate Jobs (NOW HIRING)

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Associate Manager, Investor Services

Locations: Windsor, CT, New York, NY or Union, NJ - Hybrid

About the Role

Our team provides fund administration services to domestic and offshore hedge fund and private equity clients. This includes processing investor subscriptions and redemptions, conducting anti-money laundering and duediligence reviews, preparing investor and client reporting, and managing investor communications and inquiries.

Manage a wide range of operational activities, applying sound judgment and broad decisionmaking authority within established policies to achieve business objectives. The team collaborates with crossfunctional partners to meet project timelines, resolve issues, and develop effective operational solutions. We are accountable for department performance, establish procedures, and recommend policy enhancements to support continuous improvement.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Manage investor lifecycle operations, including subscriptions, redemptions, capital calls, distributions, and the accuracy of related investor records and reporting.
• Oversee AML/KYC and duediligence reviews for new and existing investors, ensuring compliance with regulatory requirements and firm policies.
• Serve as an escalation point for client and investor inquiries, providing clear resolutions and maintaining strong client relationships.
• Manage and develop professionals and firstlevel leaders, ensuring effective coaching, performance management, and a collaborative, inclusive team environment.
• Coordinate with crossfunctional teams such as Fund Accounting, Compliance, Legal, and Technology to support fund launches, ongoing operations, and issue resolution.
• Drive operational improvements by analyzing workflows, enhancing processes, implementing efficiency initiatives, and recommending updates to procedures or policies.
• Ensure quality, accuracy, and risk management across investor services activities by applying sound judgment, monitoring controls, and making informed decisions aligned with business goals.

Required Experience

• Bachelor's or Master's Degree
• 2-5 years' experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
• Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
• Demonstrated ability to manage complex projects and work effectively with corporate executives.
• Strong knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAVrelated concepts.
• Understanding of regulatory standards governing alternative investments and investor services, with the ability to apply compliance expectations effectively in daily operations.
• Proven ability to manage, develop, and motivate teams, fostering a collaborative, inclusive, and highperformance culture.
• Excellent communication and clientrelationship skills, including the ability to clearly explain complex operational or regulatory issues and handle escalations with professionalism.
• Strong problem-solving and analytical abilities.

What Sets You Apart (preferred qualifications)

• Degree in Finance, Business Administration or similar field
• 6 years for Hedge Fund or Private Equity experience
• Strong decisionmaking and problemsolving skills, with the ability to balance risk, service levels, accuracy, and operational efficiency.
• Processoriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for highquality outcomes in fastpaced environments.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New Jersey: The expected base salary for the position is between $66,000 USD to $137,000 USD. New York: The expected base salary for the position is between $60,000 USD to $130,000 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.