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

Associate Manager (Investor Services)

DO: (Job Description)

Trade Processing – Subscriptions, Redemptions, Switches, Transfers.Ensure full and complete understanding of trade processing end to end cycle, KYC, AML & Due diligenceReview tasks and keep them up-to-date, processing trades accurately within TATEnsure Tracking and closure of all Ageing and Outstanding  items in Key MIS ReportsPerform IS Signatory RoleEnsure effective On-the-job training to ensure adequate conceptual understanding within the team. Ensure Cross-training on all accounts to reduce key man risk.Coordinate / Liaise within the team, with other departments & on-shore teams. Also coordinate with share registry group to build share registries, client fund parameters and proper statement productionImplement controls to eliminate operational / processing errors, and client/investor confidentiality breaches by the teamLead and supervise the team and their work effectively

Display: (Desired Skills)

Graduate/PGDBA/MBA or EquivalentGood Communication skillsAnalytical approach towards the process flowRelevant work experience in financial servicesPrior Experience and knowledge in transfer agency is desirableAbility to handle trade volumes and train new team members.Team handling / Feedback and Monitoring

Deliver (Goals)

Responses in timely manner to Investor & client enquiriesCompletion of Audit and trades in timely manner as stated in SLAEnsure 100% client satisfaction by eliminating negative complaints or issues brought to CRM via call report and/or client meetings.Ensure zero confidentiality breachesEnsure zero operational errorsIdentify key back- ups for team membersAll Go Check task to be completed in timely mannerEnsure to give constant written feedback on areas of improvement and remarkable performance to team members.

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 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.