SS&C GlobeOp - Manager/Associate Manager - Investor Services

About SS&C Technologies

SS&C Technologies is a leading global provider of financial services and healthcare technology. Headquartered in Windsor, Connecticut, SS&C has over 27,000 employees across 35 countries. We support more than 20,000 organizations from the worlds largest financial institutions to small and mid-market firms with the technology, scale, and expertise they need to thrive.

Role Overview

We are seeking highly motivated professionals for the position of Manager / Associate Manager / Senior Associate Investor Services / Transfer Agency. The ideal candidate will have a strong background in investor servicing, operations, or transfer agency functions within financial services. This is a key role that requires attention to detail, strong client service orientation, and the ability to work in a fast-paced, deadline-driven environment.

Key Responsibilities

- Manage daily operations of investor services or transfer agency functions.

- Oversee transaction processing, investor reporting, reconciliations, and compliance with regulatory requirements.

- Liaise with internal teams and external stakeholders to ensure timely and accurate delivery of services.

- Monitor and improve processes for operational efficiency and service quality.

- Ensure adherence to internal controls and standard operating procedures.

- Support audit and regulatory review processes.

- Mentor and lead junior team members, depending on role level.

- Provide support for new client onboarding, transitions, and system migrations.

- Assist in project management and technology implementations related to investor servicing.

Required Qualifications

- Bachelors or master's degree in Finance, Business, Accounting, or related field.

- 28 years of experience in investor services, fund administration, or transfer agency.

- Strong knowledge of financial markets, fund structures, and regulatory requirements.

- Proficiency in MS Office; experience with investor services platforms is a plus.

- Excellent verbal and written communication skills.

- Ability to multitask and work under pressure in a deadline-driven environment.

- Strong analytical and problem-solving skills.

- Experience in leading teams or projects (for Manager/Associate Manager roles).

Preferred Qualifications

- Experience working with global financial institutions or hedge fund clients.

- Understanding of FATCA, CRS, AML/KYC guidelines.

- Familiarity with tools like Investran, Advent Geneva, or similar platforms.

EEO Statement

SS&C Technologies is an Equal Employment Opportunity employer. We do not discriminate against any applicant or employee on the basis of race, color, religion, creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by applicable discrimination laws.