Manager, Investor Services

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Manager for Investor Services to oversee a team, manage client relations, and coordinate new client business initiatives.

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