Digital Solutions Business Manager at Elevance Health leading analysis and partnership on digital health solutions. Evaluating product lines and financial viability across engineering, IT, and finance.
About the role
- Associate Manager overseeing a team in Investor Services at SS&C, leading daily operations and handling investor relations across multiple funds.
Responsibilities
- Perform day-to-day supervision of Associates including involvement in their performance appraisals and ongoing development.
- Provide periodic reports & feedback to IS management on investor relation topics, client issues and department initiatives.
- Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
- Act as point of contact for priority fund investors and managers.
- 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.
- Review/Validate investor statements against accounting information and distribute investor statements.
- Review/approve and release wires and maintain wire instructions.
- Review/process investor transactions in accordance with the Fund’s offering documents.
- Review and distribute reports to accounting/fund managers/investors.
- Maintain database and dashboard to keep them accurate and current.
- Performance Letters, K1’s, audited financial statements, etc.
- 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.
- Perform other duties as requested
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
- 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!
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