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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!
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