Associate Manager, Investor Services

SS&C Technologies

. Assist in managing daily responsibilities of Associate and Senior Associates, including their development and performance .

Posted 11/5/2026full-timeMississauga • CanadaJuniorMid-Level💰 CA$65,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong supervisory skills in Investor Services or Fund Administration, with advanced knowledge of Excel and Office 365. Capable of managing client relationships and ensuring accurate investor reporting while adhering to Anti Money Laundering (AML) and KYC procedures.

Highest-signal resume keywords

Supervisory ExperienceInvestor ServicesAdvanced Excel SkillsAnti Money Laundering (AML) KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor ReportingFund AdministrationApplication TestingWire TransfersDue Diligence Coordination

Soft Skills

Organizational SkillsProblem SolvingCritical ThinkingRelationship BuildingAdaptability

Tools & Technologies

Office 365AI Tools

Industry Keywords

KYC ProceduresClient First Focus

About the role

Key responsibilities & impact

Assist in managing daily responsibilities of Associate and Senior Associates, including their development and performance
Deliver feedback to IS management on team performance and client challenges
Serve as the main point of contact for key investment managers
Coordinate client meetings with various stakeholders
Coordinate with internal and external parties to facilitate due diligence requests
Generate, validate, and distribute investor reporting in accordance with procedures
Prepare, review, and execute investor capital activity and wire transfers
Ensure team deliverables are accurate and completed in a timely manner
Review fund manager reports as required
Respond to and resolve inquiries/issues raised by investors, fund managers, or internal counterparts
Perform application testing as warranted
Perform other duties as requested

Requirements

What you’ll need

Bachelor's degree or equivalent work experience
1-3 years’ supervisory experience in Investor Services or Fund Administration
Advanced knowledge of Excel and Office 365
Adaptability to work under pressure and meet deadlines
Strong organizational and relationship building skills
Demonstrated ability to problem solving and critical thinking
Ability to build strong relationships while maintaining a client first focus
Advanced working knowledge of Anti Money Laundering (AML) and KYC procedures
Working knowledge of AI tools and technologies, with the ability to leverage them to improve productivity, analyze information, and enhance workflows
Coverage on US and/or Canadian Holidays may be necessary
Legally eligible to work at the specified location(s); able to provide a valid work or study permit, where applicable

Benefits

Comp & perks

Hybrid Work Model and business casual dress code, including jeans
RRSP Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, and Vision coverage
Employee Assistance Program
Parental Leave
Diversity and inclusion commitment
Hands-on, team-customized training, including SS&C Learning Institute
Discounts on fitness clubs, travel, and more