Associate Manager

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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 Manager, Investor Services

Location: Dallas, TX | New York, NY | Hybrid  

About the Role

The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, third‑party entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence. We exercise broad decision‑making authority within established company policies to support business goals.

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

• Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
• Handling daily/routine client information requests
• Preparing wire transfer instructions in accordance with investor and/or fund management instructions
• Processing cash, money movements, and reconciliations
• Supporting the year-end audit process, in collaboration with the team, client, and auditors
• Supporting the year-end tax reporting process fulfilling respective K-1 requests
• Supporting corporate goals and business/departmental initiatives

Required Experience

• Bachelor’s Degree in Business Administration or equivalent
• 3+ years’ experience in accounting or related field with experience in the financial services sector a plus
• Complete knowledge of hedge or private equity funds a plus
• Extensive knowledge of Anti-Money Laundering and KYC procedures
• Knowledge of FATCA and tax compliance a plus
• Proficient in Microsoft Office suite, with emphasis on Excel skills
• Team player
• Ability to lead, manage and motivate a team
• Deadline oriented with ability to complete assigned tasks independently
• Attention to detail and ability to multi-task
• Excellent interpersonal and communication skills

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

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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 $70,600 USD to 135,000 USD. Other States expected base salary for the position is between $70,600 USD to 135,000 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.