SS&C Technologies Job - 43150578 | CareerArc
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Company: SS&C Technologies
Location: Halifax, NS, Canada
Career Level: Mid-Senior Level
Industries: Technology, Software, IT, Electronics


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

Manager, Investor Services


Managing a team of Investor Services representatives who include coordinating the overall work plan and managing and monitoring work in progress. This work involves subscriptions, redemptions, transfers and AML/KYC document collation.

Primary Responsibilities:

  • Providing coaching, training and leadership as necessary to the Investor Services team
  • Point of contact for clients/investors to ensure overall client/investor satisfaction
  • Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
  • Contributing to internal project initiatives, including technology and operational initiatives
  • Developing culture of continuous efficiency improvements resulting in increased capacity
  • Acting as a subject matter expert for Investor Services questions and issues
  • Providing periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives.   
  • Day-to-day interaction with other departments and counterparts to prevent/ resolve issues

Required Skills & Experience:

  • Bachelor's degree in Finance or related field
  • 6+ 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
  • Strong knowledge of AML/KYC compliance
  • Prior experience managing a team, preferably for transfer agency or investor services for hedge funds
  • Demonstrated ability to manage complex projects and work effectively with corporate executives
  • Solid project management skills
  • Ability to work under pressure and manage tight internal and client deadlines
  • Excellent communication skills, including written, listening and presentation abilities
  • Excellent client relationship management skills

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.

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