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SS&C

Cloud-based SaaS for financial operations

Manager, Investor Services

Asset ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$78k - $165k

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field is required.
  • At least 5 years of experience in Investor Services, fund administration, alternative investments, or related financial services operations, with demonstrated progression in responsibility.
  • At least 2 years of people management experience, including leading teams, conducting performance reviews, coaching employees, and supporting professional development.
  • Proven experience serving as a client-facing escalation point and managing complex investor, operational, and service-related issues with professionalism and sound judgment.
  • Demonstrated ability to drive process improvement initiatives, enhance operational workflows, support system testing, and scale service delivery.

Responsibilities

  • Lead and develop team operations by managing daily workflows, conducting performance reviews, overseeing training programs, and identifying ongoing development needs to build a high-performing team.
  • Act as the primary client and internal escalation point, resolving complex investor and operational issues while maintaining strong relationships and service standards.
  • Oversee client onboarding and fund launches, coordinating cross-functional partners to ensure timely, compliant, and accurate setup.
  • Manage fund data integrity and reporting, including database oversight, dashboard maintenance, and review of offering documents, investor reports, and fund manager information.
  • Ensure regulatory compliance and due diligence by partnering with auditors, accounting teams, and key stakeholders to support audits, reviews, and governance requirements.
  • Approve and supervise investor transactions, including wire transfers and capital activity, ensuring adherence to fund guidelines, controls, and risk management standards.
  • Drive process improvement and departmental initiatives, supporting system testing, operational enhancements, and continuous improvement to scale client service and efficiency.

Desired Qualifications

  • Hands-on experience with fund onboarding, fund launches, and ongoing fund lifecycle management, including coordination with internal and external stakeholders.
  • Strong knowledge of investor transactions, capital activity, wire approvals, and operational controls, with a focus on accuracy, risk management, and compliance.
  • Experience partnering with auditors, accounting teams, and compliance functions to support due diligence, audits, and regulatory requirements.

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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