SS&C Technologies · 1 week ago
Associate, Alternative Investor Services
SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Associate, Alternative Investor Services, supports alternative investment clients by processing investor-related activities, maintaining shareholder records, and handling transactions under close supervision.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Process and reconcile investor transactions, including subscriptions, redemptions, transfers, and capital calls, while maintaining accurate investor records and updating client databases
Prepare and distribute investor statements, capital accounts, and other client-facing reports, and respond to investor inquiries in a professional and timely manner
Assist with the calculation and reconciliation of fund performance and investor allocations and collaborate with internal teams to ensure seamless client service
Participate in the onboarding of new clients, setup of investor accounts, and identify areas for process improvements to enhance efficiency and accuracy in investor services operations
Ensure adherence to internal policies, procedures, and regulatory requirements, and assist with ad-hoc projects and reporting as required by management to support the investor services function
Qualification
Required
High School Diploma or Bachelor's degree in Finance, Accounting, Economics, or a related field
1-2 years of experience in financial services, preferably within alternative investments, fund administration, or investor services
Strong understanding of financial instruments and alternative investment structures, such as hedge funds, private equity, and real estate
Excellent attention to detail and accuracy in data entry and reconciliation
Proficiency in Microsoft Excel and other relevant financial software
Strong analytical and problem-solving skills to effectively manage and analyze financial data
Excellent written and verbal communication skills
Ability to interact effectively with clients and internal stakeholders
Strong organizational skills to manage multiple priorities in a fast-paced environment
Ability to work independently and as part of a team
Strong focus on accuracy, efficiency, and client service
Willingness to learn and adapt to new processes and systems
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase