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Associate • usa

Last updated: 7 hours ago

Associate

SS&C Technologies HoldingsBoston MA - One Post Office Square
Full-time

Job Title: Associate, Investor Services.A team of seasoned financial services professionals delivering exceptional fund administration services to domestic and offshore hedge fund and private equit... Show more

Associate

United Skates of AmericaColumbus, OH, US
Part-time

The Associate position may require the following tasks, based on areas assigned, such as Café, Admissions, or Skate Counter.Provide a Clean, Fun, Friendly and Safe experience to every guest.Operate... Show more

Associate

AllianceBernsteinChicago, IL, United States
Full-time

Bernstein Private Wealth Management Associate.Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.As an industry lea... Show more

Associate

McKinsey & CompanyDarien, CT, US
Full-time

Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day?.If this sounds like you, you’ve... Show more

Associate

Ace HardwareSpring, TX, US
Part-time

We are looking for a reliable student with retail experience to support our Hardware department on Weekends.This role is ideal for someone who:.Wants real retail experience, not just a cashier job.... Show more

Associate

Avita Health SystemGalion, OH, US
Full-time

Commitment Bonus up to $1,000**.Join Our Team at Avita Health System – Avita Galion Hospital.Avita Health System is proud to serve the communities of Crawford and Richland counties through three ho... Show more

Associate

Avata Partners (a Division of ZOE Holding)Sacramento, CA, US
Full-time
Quick Apply

Associate Attorney – Real Estate & Litigation.A well-established law firm is seeking an Associate Attorney to support a mix of real estate, land use, litigation, and business transactional... Show more

Associate/Associate Principal

DegenkolbLos Angeles, CA
Full-time

Founded in 1940 and headquartered in San Francisco, Degenkolb Engineers has more than eight decades of commitment to innovation, client service, and life-long learning.We deliver customized structu... Show more

Associate/Associate Principal

Degenkolb EngineersLos Angeles, CA, US
Full-time

Founded in 1940 and headquartered in San Francisco, Degenkolb Engineers has more than eight decades of commitment to innovation, client service, and life-long learning.We deliver customized structu... Show more

Associate/Senior Associate

Search ServicesBellaire, TX, US
Full-time
Quick Apply

Our client is a Houston, Texas based principal investment firm that primarily provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies... Show more

Associate

Panaderias, LLCPalm Coast, FL, US
Part-time

Panera Bread is looking for awesome Café Associates to join our team!.Café Associates support the overall operations of the café, and have the opportunity to work in many different areas of our bus... Show more

Associate

Nilssen's FoodsCumberland, WI, US
Full-time +1

Come join our growing team and work with a great group of individuals who share in promoting a positive experience for all of our customers.This Associate will work in a variety of departments and ... Show more

Associate

SLR Consulting LimitedNew York, NY, United States
Full-time +1

Associate, Responsible Finance.We are SLR Consulting (US), a coast-to-coast team of 500+ advisory, environmental/engineering, and regulatory professionals.We deliver environmental and sustainabilit... Show more

Associate

Gilbert CPAsSacramento, CA, United States
Full-time

Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984.We offer audit, tax, and consultin... Show more

Financial Associate (Associate)

Billy Graham Evangelistic AssociationAsheville, NC, US
Full-time

Is God calling you to ministry?.For over 75 years, The Billy Graham Evangelistic Association (BGEA) has proclaimed the Gospel through its various ministries.Whether you work at our headquarters in ... Show more

Associate

Lemek LLCFrederick, Maryland, United States, 21704
Full-time +1

Are you a friendly, high energy, team player, that enjoys working with people?.Then come join Panera Bread – an award winning leader in the restaurant industry.We are a top franchise group with gre... Show more

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Associate

AccordionBoston, MA, United States
Full-time

We are the better way to work in finance.As private equity's value creation partner, we sit at the heart of PEwhere sponsors and CFOs meet.Through financial consulting rooted in data, technology, a... Show more

Associate

Standish ManagementLos Angeles, CA, United States
Full-time

Los Angeles, California, United States.Standish Management is looking for associates to join our fund administration team.With guidance from the team members, the Associate oversees the administrat... Show more

Associate

Hutchinson and Bloodgood LLPEl Centro, CA, United States
Full-time

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are... Show more

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Associate

Associate

SS&C Technologies HoldingsBoston MA - One Post Office Square
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Title: Associate, Investor Services

Locations: Boston, MA |Hybrid

About the Role

A team of seasoned financial services professionals delivering exceptional fund administration services to domestic and offshore hedge fund and private equity fund clients. In this role, you'll provide critical support in processing investor transactions, conducting due diligence, and handling investor communications, while leading small to moderately complex projects and developing creative solutions to complex issues. Our work is complex, fast‑paced, and high‑impact, and it offers a clear and rewarding path for those who perform well and show ownership and accountability.

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

  • Main point of contact fund investors and/or managers, respond to inquiries, troubleshoot
  • Maintain and update investor wire instructions
  • Monitor bank account activity on an ongoing basis to confirm movement of funds
  • Review, understand and have ability to discuss fund PPMs/OMs and Subscription documents
  • Process investor subscriptions and redemptions in accordance with the funds’ offering documents
  • Process transfer/assignment requests in accordance with investor/fund manager instructions
  • Execute distribution change requests in accordance with investor/fund manager instructions
  • Prepare and distribute investor transaction reports to accounting and fund managers to communicate monthly and pending activity
  • Prepare investor statements for distribution in accordance with investor instructions
  • Compile wire transfer requests in accordance with investor/fund manager instructions
  • Maintain database and dashboard to keep them accurate and current
  • Prepare miscellaneous distributions in accordance with instructions from fund manager. i.e. Performance Letters, K1’s, audited financial statements, etc.
  • Prepare fund manager reports per or upon request. i.e. ERISA, Blue Sky, etc.
  • Load historical documents for conversion accounts.

Required Experience

  • Bachelor’s Degree in Business Administration, Finance, Accounting or similar field - required. Or 2-3 years related experience.
  • Previous financial services experience is a plus, but not required
  • Good knowledge of Microsoft Office product suite, including MS Excel
  • Strong written & verbal communication skills
  • Strong organizational skills and adaptable to various software/database applications
  • Proven ability to work successfully as part of a team

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

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