Analyze, establish and review new client launches and conversion fund data in database
Work with external auditors and accounting to complete confirmation and due diligence requests
Assist and lead departmental initiatives
Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
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
Review and validate investor reporting to distribute to investors
Develop culture of continuous efficiency improvements resulting in increased capacity
Required Experience
Bachelor’s degree in Finance or related field
8+ years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)
Previous management experience is required
Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
Excellent communication skills, including written, listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills
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.
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.
