Senior Associate

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: Senior Associate, Investor Services

Locations: Bellevue, WA - Hybrid

About the Role

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. They work closely with our clients by instructing cash movement, responding to inquiries, resolving issues, coordinating service delivery, and processing transfer and record updates for our hedge fund clients.  

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 

• Review investor statements before client review 
• Approve investor contract notes and statements for distribution 
• Handle daily/routine client information requests via email and phone 
• Review and process investor subscriptions, redemptions, transfers, assignments and contact changes  
• Prepare wire transfer instructions in accordance with investor and/or fund management instructions  
• Process cash, money movements, and reconciliations  
• Support the year-end audit process, in collaboration with the team, client and auditors 
• Train employees when appropriate 
• Ability to analyze, establish and review new client launch and conversion fund data 

Required Experience

• Bachelor’s Degree in Finance, Business Administration or similar field 
• 2-4 years’ experience in financial/client services  
• Excellent interpersonal and communication skills 
• Knowledge of hedge funds or private equity is a plus 
• Knowledge of Anti-Money Laundering (AML) and KYC procedures  
• Proficient in Microsoft Office suite, with emphasis on Excel  
• Team player mentality with a positive attitude  
• Strong attention to detail with the ability to manage shifting priorities 

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.

 

 

 

 

 

 

 

 

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.