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SS&C Technologies

Manager, Investor Services

Reposted Yesterday
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In-Office
Singapore
Senior level
In-Office
Singapore
Senior level
The Manager, Investor Services oversees transfer agency services ensuring accuracy and compliance. Responsibilities include managing investor communications, transactions, KYC processes, and training clients while enhancing operational efficiency.
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As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries. 

SS&C GlobeOp is a leading provider of cloud-based fund services, technology and mobility-enabled infrastructure for hedge funds, fund of funds, private equity, and managed accounts 

With a base of fund strategies that include fixed income, volatility and active trading, we offer: Middle office, accounting and management products 

  • Tax services for hedge funds, fund of funds and private equity funds 

  • Derivatives processing, valuations agent, syndicated bank loans processing 

  • Regulatory and analytics services 

  • Managed services IT/data center and business process outsourcing 

  • All available on a stand-alone basis to institutional clients 

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans, Centralised location – 2 minutes’ walk from Raffles Place MRT

  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave

  • Your Wellbeing: Medical, Dental, Parental Leave and Well-Stocked Pantry

  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

  • Training: Hands-On, Team-Customised, including SS&C Learning and Development

  • Extra Perks: Bonus Scheme, SS&C Stock(s) Allocation for employees who are eligible

What You Will Get To Do:

The Manager, Investor Services, is responsible for delivering a broad range of Transfer Agency services to clients, ensuring accuracy, efficiency, and a consistently high standard of service. This role maintains strong client partnerships while ensuring full compliance with internal policies, procedures, and regulatory requirements.

  • Oversee all investor correspondence and reporting, ensuring client approval and distribution to investors in line with agreed KPIs.

  • Review investor transactions processed by the team, confirming supporting documentation and required approvals are in place prior to completion.

  • Manage investor-related payments, including subscription and redemption funding, capital calls, distributions, and dividend payments.

  • Oversee the KYC process, including ongoing CDD reviews, trigger events, documentation verification, and AML/sanctions risk assessments, managing escalations in line with policy.

  • Deliver client training and demonstrations on the SS&C portal.

  • Respond promptly and accurately to enquiries from fund managers, investors, auditors, and other stakeholders.

  • Lead new client onboarding, ensuring internal systems and processes align with client requirements.

  • Participate in system and process enhancement initiatives to improve reporting quality and operational efficiency.

What You Will Bring:

  • 5+ years’ experience in Transfer Agency, Fund Administration, or Investor Services.

  • Strong knowledge of subscriptions, redemptions, capital calls, distributions, and investor transaction processing.

  • Solid understanding of KYC, CDD, AML and sanctions frameworks, including ongoing monitoring and escalations.

  • Experience reviewing and approving investor transactions and overseeing operational controls.

  • Prior supervisory or team leadership experience.

  • Proven ability to manage client relationships and respond to fund managers, investors, and auditors.

  • Experience with client onboarding and ongoing service delivery.

  • Strong risk awareness, attention to detail, and sound judgement.

  • Excellent communication and stakeholder management skills.

  • Process improvement mindset with exposure to system or operational enhancements.

  • Proficiency in fund administration/transfer agency systems and strong MS Excel skills.

  • Tertiary qualification in Finance, Accounting, Business, Commerce or related discipline; relevant professional certifications advantageous.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Top Skills

Fund Administration/Transfer Agency Systems
Excel
Ss&C Portal

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