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SS&C

Supervisor, Investor Services

SS&C, Bellevue, WA, United States

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Associate Manager, Investor Services

Locations: Bellevue, WA | Hybrid

Get To Know The Team:

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

  • Your Future: 401k Matching Program, Professional Development Reimbursement

  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

  • Training: Hands-On, Team-Customized, including SS&C University

  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Provide coaching, training and leadership as necessary to the Investor Services team

  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues

  • Processing and reporting investor transactions including subscriptions, redemptions and transfers and the associated money movement

  • Reviewing and approving Anti-Money Laundering tests and due diligence documents for fund investors

  • Reviewing, understanding and having the ability to discuss governing documents for hedge fund clients

  • Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing etc.

  • Reviewing the share register database to ensure that all activity is completed accurately and timely

  • Coordinating the set-up of new funds on the share registry system

  • Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives

What You Will Bring:

  • Bachelor's Degree in Finance, Business Administration, similar field or equivalent experience

  • 3-5 years' experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets

  • Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department

  • Demonstrated ability to manage complex projects and work effectively with corporate executives

  • Strong knowledge of AML/KYC compliance

  • Excellent communication skills, including written, listening and presentation abilities

  • Must be willing to work on site in Bellevue office at least 6 days/month

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Washington: Salary range for the position: $85,000 USD to $115,000 USD.

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