SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Associate Director, Investor Services

Location(s): Mississauga, ON | Toronto, ON, Hybrid

Status: Full Time Permanent

Get To Know Us:

SS&C is leading the way.  We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few.  We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: RRSP Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs, travel and more!
• Wide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

What You Will Get To Do:

• Perform day-to-day supervision of multiple teams, including involvement in their performance appraisals and ongoing development.
• Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.
• Act as point of escalation contact for clients and other internal service groups.
• Ability to handle and resolve escalated items.
• Coordinate new client business meetings, clear communication of launch or conversion requirements.
• Ability to analyze, establish and review new client launch and conversion fund data in database.
• Work with external auditors and accounting to complete confirmation and due diligence requests.
• Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.
• Ensure training is coordinated and implemented for staff, identify needs and action accordingly.
• Assist and lead department initiatives.
• Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
• Review/Validate investor reporting and distribute to investors.
• Review/approve and release wires and maintain wire instructions.
• Review/process investor transactions in accordance with the Fund’s offering documents.
• Maintain database and dashboard to keep them accurate and current.
• Review fund manager reports per or upon request. i.e. ERISA, Blue Sky,etc.
• Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
• Perform database and application testing as warranted.
• Such other activities as you may be assigned by your immediate Manager, or other SS&C Managers or Directors.

What You Will Bring:

• Bachelor’s degree or equivalent work experience
• Supervisory experience
• Knowledge of financial services/mutual funds/ hedge funds/private equity funds preferred
• Good Knowledge of Microsoft Office Products
• Proven Ability to work under pressure and meet deadlines
• Strong organizational and relationship building skills
• Proven training skills and adaptable to various software/database applications

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: [email protected].

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

Salary Range: $100,000-$125,000 CAD

This role is posted for a future opportunity; we’re actively sourcing candidates for.  If you are interested in a future position, please apply.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.

SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making

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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.

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.