Senior Associate, Investor Services

SS&C Technologies

. Act as main contact for fund investors and managers via email and telephone correspondence .

Posted 10/5/2026full-timeUnited StatesSenior💰 $55,000 - $118,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investor relations, fund administration, and compliance with Anti-Money Laundering and KYC procedures. Proficient in preparing and validating investor statements while ensuring adherence to department policies and effective communication with stakeholders.

Highest-signal resume keywords

Investor Relations ManagementFund Administration ExperienceAnti-Money Laundering KnowledgeMicrosoft Excel ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor Statement PreparationSubscription ProcessingRedemption ProcessingWire Transfer InstructionsFund Accounting Validation

Soft Skills

Interpersonal SkillsCustomer Service OrientationActive ListeningAdaptabilityTime Management

Tools & Technologies

Microsoft Office SuiteInternet Banking Platforms

Industry Keywords

Hedge Fund AdministrationPrivate Equity FundInvestor ServicesKYC ProceduresFinancial Services

About the role

Key responsibilities & impact

Act as main contact for fund investors and managers via email and telephone correspondence
Process investor subscription and redemption activity in accordance with fund offering documents and anti-money laundering requirements
Communicate pending transactions to fund management
Prepare and validate investor statements to fund accounting information
Prepare and distribute investor statements, letters, and miscellaneous documents
Ensure distribution information is up to date and compliant
Prepare wire transfer instructions through various Internet banking platforms
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management
Comply with department policies and procedures
Participate in system and process enhancement
Perform other related duties as assigned by department management

Requirements

What you’ll need

Bachelor's degree with minimum 3 years’ related experience
Advanced knowledge of Microsoft Office product suite, specifically Excel
Knowledge of Anti-Money Laundering and KYC procedures is a plus
Overtime may be required to meet Client and Department deliverables
Effective communication skills oral, written and active listening
Excellent interpersonal skills and customer service orientation
Ability to work in a demanding environment and adjust to multiple demands; shifting priorities; ambiguity and rapid change
Work in local office 6-days per month
Experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services is preferred
Experience in the financial services is a plus

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Discretionary annual bonus eligibility
Potential equity awards, such as restricted stock units or stock options