Hybrid Manager, Investor Services

at SS&C Technologies

• Job title: Manager, Investor Services
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$80,000 - CA$105,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Mississauga, Canada

About the role

• Manager of Investor Services overseeing day-to-day operations in a hybrid model at SS&C. Leading a team, providing client feedback, and engaging in investor relations activities.

Responsibilities

• Perform day-to-day supervision of a team 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 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.

Requirements

• 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

Benefits

• Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
• RRSP Matching Program, Professional Development Reimbursement
• Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Discounts on fitness clubs, travel and more!