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SS&C

Cloud-based SaaS for financial operations

Director – Investor Services

Business & StrategyPosted on Nov 5
Full-timeMississauga, ON, Canada

About the Job

Requirements

  • A bachelor's degree, master's degree, or equivalent work experience is required.
  • At least 8 years of supervisory experience in Investor Services or Fund Administration is required.
  • Exceptional knowledge of Excel and Office 365 is required.
  • The ability to work under pressure and meet deadlines is required.
  • Advanced working knowledge of Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures is required.
  • Working knowledge of artificial intelligence tools and technologies, with the ability to use them to improve productivity, analyze information, and enhance workflows, is required.
  • Coverage on US and/or Canadian holidays may be necessary.

Responsibilities

  • Manage the daily responsibilities of multiple teams, including involvement in their development and performance.
  • Deliver feedback to senior management on team performance, client challenges, and department initiatives.
  • Act as the escalation contact for clients and other internal service groups.
  • Coordinate new client business meetings with various stakeholders.
  • Coordinate with internal and external parties to facilitate due diligence requests.
  • Collaborate and attend operational, client, and regulatory meetings as needed.
  • Identify staff training needs and implement training accordingly.
  • Lead department initiatives as required.
  • Oversee the distribution of investor reporting in accordance with procedures.
  • Supervise investor capital activity and wire transfers.
  • Ensure team deliverables are accurate and completed in a timely manner.
  • Review fund manager reports as required.
  • Respond to and resolve inquiries or issues raised by investors, fund managers, or internal counterparts.
  • Perform application testing as warranted.
  • Perform other duties as requested.

Desired Qualifications

  • Adaptability to work under pressure and meet deadlines.
  • Organizational and relationship-building skills.
  • Problem-solving and critical-thinking ability.
  • Ability to build strong relationships while maintaining a client-first focus.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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