Associate - Investor Services (Jan. 2027 Launch Program Cohort)

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

Job Title: Associate - Investor Services Launch

Location: New York, NY | Hybrid

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

About the Role

The role begins with a three-week structured training program designed to provide a strong foundation for success.

Anticipated start in January 2027.

This role is entry-level so best suited for new graduates or very recent college graduates.

The Alternative Investor Services Team delivers comprehensive fund administration for domestic and offshore Hedge and Private Equity Funds. Core functions include investor transaction processing, compliance and due diligence, reporting and communications, and investor onboarding and maintenance. By leveraging our expertise and technology, we provide a scalable platform that allows clients to focus on investing while we manage essential operational tasks. Work onsite 6 days per month.

 

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

 

How You Will Make an Impact 

• Act as main contact for fund investors and managers via email and telephone correspondence.
• Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
• Communicate pending transactions to fund management as required.
• Prepare and validate investor statements to fund accounting information.
• Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
• Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
• Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
• Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.

 

Required Experience

• Bachelor's degree in Business Administration, Finance or similar field.
• Previous experience in any of the following: banking, hedge funds, private equity funds.
• Advanced knowledge of Microsoft Office product suite, specifically Excel
• Influential Communication skills both oral and written
• Excellent interpersonal skills and customer service orientation

• Demonstrates the ability to thrive in a fast-paced environment by managing multiple priorities, adapting to shifting demands, and navigating ambiguity and rapid change.

 

What Sets You Apart (preferred qualifications)

• Knowledge of Anti-Money Laundering and KYC procedures is a plus.

 

Why You’ll Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

• Your Future: Generous 401k Matching Program, Tuition & Professional Development Reimbursement Opportunities, [Stock Options where applicable]

• Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays

• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

• Your Wellbeing: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Pet insurance, Global Employee Assistance, Parental Leave and more

• Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources

• Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel and more!

We are unable to consider candidates who will eventually need sponsorship for continued work authorization in the United States

Join SS&C, where innovation meets global opportunities. Click here to apply.

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.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

New York: The expected base salary for the position is between $45,000 USD to $75,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. 

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.

#Hybrid, #CA-KH

#LI-KH1

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.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New York: The expected base salary for the position is between $45,000 USD USD to $75,000 USD USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

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.