Associate Manager

Posted 20 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Software
The Role
Manage daily fund administration and investor services including processing subscriptions, redemptions, transfers, and investor records; ensure AML/KYC compliance; oversee investor reporting and communications; lead and coach a team, resolve escalations, enforce policies, and troubleshoot operational issues.
Summary Generated by Built In

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Associate Manager, Investor Services

Locations: New York, NY; Union, NJ - Hybrid

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 

  • Oversee daily fund administration operations including processing investor subscriptions, redemptions, transfers, and maintaining accurate investor records. 
  • Ensure compliance with AML and due‑diligence requirements by reviewing documentation, resolving issues, and supporting adherence to regulatory standards. 
  • Manage investor reporting and communications, ensuring timely delivery of statements, notices, and responses to investor or client inquiries. 
  •  Lead and support a team of technical and professional staff, providing direction, allocating workload, and offering guidance on complex or escalated matters. 
  • Resolve operational and investor‑related escalations, working hands‑on with the team to troubleshoot issues and maintain service quality. 
  • Implement and reinforce company policies and procedures, ensuring team adherence and consistency across processing and communication. 

Required Experience

  • Master’s degree, Bachelor degree or High school diploma with 5 years of related experience. 
  • Experience in Fund Administration or Investor Services. Several years of hands‑on experience working with hedge funds, private equity funds, or alternative investment clients, with solid understanding of investor transactions and reporting. 
  • Knowledge of AML/KYC and Regulatory Requirements. Strong working knowledge of anti‑money laundering rules, investor due diligence processes, and applicable financial regulations. 
  • Leadership and Team Management Skills. Demonstrated ability to lead, coach, and support a team of technical or professional staff, including handling escalations and guiding daily workflows. 
  • Analytical and Problem‑Solving Ability. Proven capability to resolve complex operational issues, interpret data or documentation, and make sound decisions within established policies. 
  • Strong Communication and Client Interaction Skills. Excellent written and verbal communication, with the ability to manage investor inquiries, collaborate with clients, and provide clear guidance to team members. 

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

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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.



 


Applications will be accepted on an ongoing basis until the position is filled.



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.

Skills Required

  • Master's degree, Bachelor's degree, or high school diploma with 5 years of related experience
  • Experience in Fund Administration or Investor Services with hedge funds, private equity, or alternative investment clients
  • Strong working knowledge of AML/KYC and applicable regulatory requirements
  • Demonstrated leadership and team management skills, including coaching and handling escalations
  • Analytical and problem-solving ability to resolve complex operational issues
  • Excellent written and verbal communication and client interaction skills

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

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 22,000+ employees in over 150 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.

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