Senior Associate, Investor Services

SS&C Technologies

. Handle investor onboarding and fund-driven capital activity .

Posted 11/5/2026full-timeMississauga • CanadaSenior💰 CA$55,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investor services and fund administration, with a strong focus on Anti-Money Laundering (AML) and KYC procedures. Proficient in generating and validating investor reporting while maintaining compliance with departmental policies.

Highest-signal resume keywords

Investor Services ExperienceFund Administration KnowledgeAnti-Money Laundering (AML) ComplianceAdvanced Excel SkillsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor ReportingFund-Driven Capital ActivityKYC ProceduresWire TransfersProcess EnhancementData ValidationRecord MaintenancePayment ExecutionOffice 365 ProficiencyAI Tools Familiarity

Soft Skills

Interpersonal SkillsClient Service MindsetAdaptabilityTime ManagementEffective Communication

Industry Keywords

Investor OnboardingComplianceDepartment PoliciesFast-Paced EnvironmentUS and Canadian Holidays

About the role

Key responsibilities & impact

Handle investor onboarding and fund-driven capital activity
Ensure applicable Anti-Money Laundering (AML) requirements are adhered to
Serve as the main contact for investment managers and investors via email and telephone
Generate, validate and distribute investor reporting according to procedures
Maintain accurate and compliant investor records according to investor and investment manager instructions
Prepare and execute investor payments and wire transfers
Collaborate in process enhancement initiatives
Comply with department policies and procedures
Perform other related duties assigned by department management

Requirements

What you’ll need

2-4 years’ experience in investor services and/or fund administration
Undergraduate degree or equivalent experience
Advanced knowledge of Excel and Office 365
Familiarity working with AI tools and products
Working knowledge of Anti-Money Laundering (AML) and KYC procedures
Clear and effective communication skills
Exceptional interpersonal skills and strong client service mindset
Ability to work effectively in a fast-paced environment and adapt to multiple demands and priorities
Coverage on US and/or Canadian holidays may be necessary
Overtime may be required from time to time
Legally eligible to work at the specified location(s); must provide a valid work or study permit where applicable

Benefits

Comp & perks

Hybrid Work Model (6 days per month) & a Business Casual Dress Code, including jeans
RRSP Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, Vision
Employee Assistance Program
Parental Leave
Diversity & Inclusion commitment
Hands-On, Team-Customized Training, including SS&C Learning Institute
Discounts on fitness clubs, travel and more!