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-timeMississauga • CanadaSenior💰 CA$55,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Hedge and Private Equity Fund Administration, with a strong focus on investor services, compliance with AML and KYC procedures, and proficiency in Microsoft Excel. Capable of managing investor communications and transactions while maintaining high standards of customer service and operational efficiency.

Highest-signal resume keywords

Hedge Fund AdministrationPrivate Equity Fund AdministrationAnti-Money Laundering (AML)Know Your Customer (KYC)Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor ServicesFund AccountingTransaction ProcessingWire Transfer InstructionsSubscription and Redemption Activity

Soft Skills

Strong Communication SkillsExcellent Interpersonal SkillsCustomer Service OrientationAbility to Adapt to Change

Tools & Technologies

Microsoft Office SuiteInternet Banking Platforms

Industry Keywords

Financial ServicesInvestor ManagementComplianceFund Management

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 AML requirements
Communicate pending transactions to fund management
Prepare and validate investor statements against fund accounting information
Distribute investor statements, letters and miscellaneous documents according to investor and fund management instructions
Maintain up-to-date and compliant distribution information
Prepare wire transfer instructions through various Internet banking platforms
Confirm expected cash activity was processed by the bank and communicate it to fund accounting and/or fund management
Comply with department policies and procedures
Participate in system and process enhancement
Perform other related duties assigned by department management

Requirements

What you’ll need

Minimum 3 years’ experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services
Undergraduate degree or equivalent experience
Advanced knowledge of Microsoft Office product suite, specifically Excel
Experience in financial services is a plus
Knowledge of Anti-Money Laundering and KYC procedures is a plus
Overtime may be required to meet Client and Department deliverables
Coverage on Canadian holidays may be necessary
Strong communication skills, both oral and written
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
Legally eligible to work at the specified location(s)
Must be able to provide a valid work or study permit, where applicable

Benefits

Comp & perks

Hybrid Work Model
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 and inclusion commitment
Hands-On, Team-Customized Training, including SS&C Learning Institute
Discounts on fitness clubs, travel and more
Accommodation for applicants with disabilities throughout the hiring process