Teams at SS&C Technologies

Manage and coach an Investor Services team, oversee processing of subscriptions/redemptions/transfers, handle escalations, and run correspondence and live chat operations. Ensure regulatory compliance, collaborate with fund accounting/legal/compliance, implement process improvements and systems, prepare investor reports, and participate in client due diligence and meetings to maintain high service quality.

Prepares daily investment fund reports, including NAVs, yields, distributions, cash forecasts, and reconciliations. Reviews trading, general ledger activity, fund pricing, and complex investments. Reconciles trial balances and fund records with custodians and transfer agents, investigates discrepancies, and ensures accurate, timely client deliverables. Requires strong attention to detail, teamwork, learning ability, and Excel skills.

Provide legal support across business functions, focusing on drafting and negotiating commercial agreements. Collaborate with sales, finance, and operations teams to manage legal risks.