Associate Manager, Alternative Investor Services
$66k - $137kSS&C Technologies
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 Job Title: Associate Manager, Investor Services Locations: Windsor, CT, New York, NY or Union, NJ - Hybrid About the Role Our team provides fund administration services to domestic and offshore hedge fund and private equity clients. This includes processing investor subscriptions and redemptions, conducting anti–money laundering and due‑diligence reviews, preparing investor and client reporting, and managing investor communications and inquiries. Manage a wide range of operational activities, applying sound judgment and broad decision‑making authority within established policies to achieve business objectives. The team collaborates with cross‑functional partners to meet project timelines, resolve issues, and develop effective operational solutions. We are accountable for department performance, establish procedures, and recommend policy enhancements to support continuous improvement. Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact Manage investor lifecycle operations, including subscriptions, redemptions, capital calls, distributions, and the accuracy of related investor records and reporting. Oversee AML/KYC and due‑diligence reviews for new and existing investors, ensuring compliance with regulatory requirements and firm policies. Serve as an escalation point for client and investor inquiries, providing clear resolutions and maintaining strong client relationships. Manage and develop professionals and first‑level leaders, ensuring effective coaching, performance management, and a collaborative, inclusive team environment. Coordinate with cross‑functional teams such as Fund Accounting, Compliance, Legal, and Technology to support fund launches, ongoing operations, and issue resolution. Drive operational improvements by analyzing workflows, enhancing processes, implementing efficiency initiatives, and recommending updates to procedures or policies. Ensure quality, accuracy, and risk management across investor services activities by applying sound judgment, monitoring controls, and making informed decisions aligned with business goals. Required Experience Bachelor’s or Master’s Degree 2-5 years’ experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors. Demonstrated ability to manage complex projects and work effectively with corporate executives. Strong knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAV‑related concepts. Understanding of regulatory standards governing alternative investments and investor services, with the ability to apply compliance expectations effectively in daily operations. Proven ability to manage, develop, and motivate teams, fostering a collaborative, inclusive, and high‑performance culture. Excellent communication and client‑relationship skills, including the ability to clearly explain complex operational or regulatory issues and handle escalations with professionalism. Strong problem-solving and analytical abilities. What Sets You Apart (preferred qualifications) Degree in Finance, Business Administration or similar field 6 years for Hedge Fund or Private Equity experience Strong decision‑making and problem‑solving skills, with the ability to balance risk, service levels, accuracy, and operational efficiency. Process‑oriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for high‑quality outcomes in fast‑paced environments. Join SS&C, where innovation meets global opportunities. Click here to apply. #LI-JS1 #LI-Hybrid 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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New Jersey: The expected base salary for the position is between $66,000 USD to $137,000 USD. New York: The expected base salary for the position is between $60,000 USD to $130,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. Applications will be accepted on an ongoing basis until the position is filled. 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. 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.
$80k - $95k
...The Role The Analyst, Global Investor Services - Alternatives, will support the day-to-day shareholder and participant operational activities... ...in transfer agency, intermediary operations, or wealth management operations who is looking to deepen their exposure to alternative...SuggestedLocal areaHome office- ...portfolio of insurance and asset management solutions. Aquarian... ...first investment in 2018 in Investors Heritage, a regional life insurer... ...of exceptional client service. Aquarian continued to deepen... ...continued to expand into alternative assets and private credit through...SuggestedWork at officeLocal area
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...oriented team player to join as a Vice President on the Alternative Credit ("Alt Credit") Product Management and Investor Relations Team in the New York office. Ares is a... ..., Investor Relations role include: Client Service and Relationship Management: share...SuggestedTemporary workWork experience placementWork at officeFlexible hours- Sr. Associate - Alternative Lending Product Manager Job Summary: Unleash your expertise in product development and optimization by leveraging user research... ...Capabilities and Skills: ~ Experience in Financial Services and consumer lending products Experience with...Suggested
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Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. 23 hours ago Be among... ...and investment advisory and asset management services. Who We Are Oppenheimer &... ...Advisors and internal sales teams on alternative investment offerings. Communicating...Full timeInternshipRemote work$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City. The role involves executing... ...investor onboarding workflows and managing data within CRM systems. Candidates... ...in investor services and alternative investment operations. The position...$200k - $260k
...This includes internal audit project management, leading a global team, and working with... ...audits globally for the Firm's Investor Services line of business, which includes areas... ...followed a traditional path, includes alternative experiences, or doesn't meet every qualification...Work at officeLocal area$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for the expanding demands and sophistication... ...including AML/KYC standards for alternative investment vehicles. Partner...$135k - $175k
A global financial services firm is seeking a Manager, Wealth Operations and Investor Services. This role involves supporting Alternative Investment products, managing client inquiries, and enhancing operational procedures. Candidates should hold a Bachelor's degree, preferably...- Client Executive - Investor Services - VP Job Req Id: 26959276 Location: Bogotá, Bogota D.C., Colombia... ...for other Citi products and services (cash management, foreign exchange, fund services, collateral management, alternative assets). Perform regular client reviews to...
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Wealth Operations and Investor Services Associate Location: New York What role will you play? As an associate, you will be a key member of the Fund Management team supporting Alternative Investment products on the wealth platform. You will manage and prioritize ongoing...Temporary workWork from homeFlexible hours- ...Alternative Credit Investor Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate... ...—sourcing, underwriting, execution, and portfolio management—with direct exposure to senior investment leadership and...Local area
$125k - $140.5k
...PIMCO, located in New York, is seeking an Alternatives Sales Senior Associate to support business development for alternative investment products. This role involves building relationships with clients and internal partners, maintaining business reporting, and improving...- ...Science Tools and Biologic Services, MedTech and Pharma... ...services. ARCHIMED manages €8 billion across its... ...a committed impact investor, both directly and through... ...Relations, the Associate Director of Investor Relations... ...investment banking or alternative asset management. ~...
$129.84k - $194.76k
...expanding Digital Assets team within the Investor Services Division. By joining Citi, you will... ...As a Digital Assets Client Solutions Associate/VP, you will be instrumental in... ...digital asset initiatives. Assist in managing the technical and operational onboarding...Full time- ...urgent care, primary care and specialty services, from women's health to endocrinology and... ...also provide nursing home support, care management, and in-home care through our Essen... ...growth. • Oversee financial reporting, investor relations ensuring accuracy, and timely...Work at office
$101.1k - $115.4k
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...AlpInvest Operations, focused on deal execution and investment management. This role suits experienced professionals re-entering the... ...s degree in Finance or Accounting, with 5+ years of Financial Services experience and strong communication skills. The anticipated monthly...Work at office- ...Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking an Investor Services Associate for a full-time position! Responsibilities: Responsible for various functions, including hedge fund and private equity operations Overseeing third party middle office and...Full timeWork at office
- ...Juniper Square, Inc. is seeking a full-time Manager of Investor Services to lead a team of professionals dedicated to customer satisfaction and operational excellence. In this remote role, you will oversee performance metrics and ensure high-quality service delivery....Full timeRemote work
$90k - $130k
...for a financial analyst to support the investor relations and accounting function of a mid... ...cashflows and financials on ilevel Managing investment team input into Quarterly Reports... ...All applicants applying to Gen II Fund Services, LLC must be legally authorized to work...Work at officeRemote work3 days per week- A leading asset management firm located in New York is seeking a Senior Associate for their Marketing & Investor Operations Team. The ideal candidate will support the firm's branding... ...2 years of relevant experience in financial services. #J-18808-Ljbffr Coda Search│Staffing
$135k - $145k
...billion of assets under management (“AUM”) invested... ...responsibilities: The Senior Associate will be responsible... ...manage and streamline investor reporting and data analytics for the Alternative Credit Product... ...investor relations, client service/operations, investment...Temporary workWork experience placementFlexible hours- As a leading financial services and healthcare technology company... ...technology. Job Description Investor Services Supervisor Location... ...by supervising a team of associates whose job responsibilities are... ...organizational messages from upper management to the team and vice versa;...Casual workRemote workFlexible hours
- ...investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have experience managing capital flows such...
- Investor Services Shared Registry Senior Associate - SS&C GlobebOp New York, NY, USA Job Description Posted Wednesday, March 27, 2019 at 4:00 AM SS&C is a global... ...the world's largest institutions to local firms, manage and account for their investments using SS&C's products...Local area
- ...growing hedge fund situated in Midtown, Manhattan, is hiring an Investor Services Associate for a full-time position. The successful candidate will... ...including hedge fund and private equity operations, manage third party servicing teams, and assist with client onboarding...Full time
$140k - $185k
...This job description represents a sample Investor Services Specialist position commonly found... ...responsibilities and qualifications typically associated with roles that focus on investor support, client operations, and service management . Actual openings may vary based on...Full time
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