Associate Manager, Investor Services
Our team provides fund administration services to domestic and offshore hedge fund and private equity clients. This includes processing investor subscriptions and redemptions, conducting antimoney laundering and due?diligence reviews, preparing investor and client reporting, and managing investor communications and inquiries.
Manage a wide range of operational activities, applying sound judgment and broad decision?making authority within established policies to achieve business objectives. The team collaborates with cross?functional 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.
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 due?diligence 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 first?level leaders, ensuring effective coaching, performance management, and a collaborative, inclusive team environment.
- Coordinate with cross?functional 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
- At least 2 years' of experience in Investor Services or related field financial services industry with at least 2 years in a leadership or supervisory capacity
- Excellent client relationship management skills with a proven ability to communicate effectively.
- Demonstrated ability to manage complex projects and work effectively with corporate executives.
- Knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAV?related 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 high?performance culture.
- Excellent communication and client?relationship 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
- Hedge Fund or Private Equity experience
- Strong decision?making and problem?solving skills, with the ability to balance risk, service levels, accuracy, and operational efficiency.
- Process?oriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for high?quality outcomes in fast?paced environments.
Join SS&C, where innovation meets global opportunities.