Senior Associate- Investor Services
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Before you apply
LocationDallas, TX; Evansville, IN
Work modehybrid
Typefull-time
SenioritySenior
Experience3+ yrs
Company size10,000+ people
PostedOct 21, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
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
Experience in the 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
Due to global client base requirements; coverage on Canadian holidays may be necessary
Physical presence required to work in the Bellevue Office in Bellevue, Washington 6-days per month
Skills
Microsoft Office
Excel
Benefits
Health insurance
Dental insurance
Vision insurance
401(k)
Paid time off
Parental leave
Professional development
About the company
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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
About the role
Locations: Evansville, IN or Dallas, TX - Hybrid
About the Role
SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
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
•
Act as main contact for fund investors and managers via email and telephone correspondence.
•
Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
•
Communicate pending transactions to fund management as required.
•
Prepare and validate investor statements to fund accounting information.
•
Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
•
Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
•
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
•
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
•
Comply with department policies and procedures for processing of above activities.
•
Participate in system and process enhancement.
•
Perform other related duties as assigned by department management.
Required Experience
•
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 the 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
•
Due to global client base requirements; 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
•
Physical presence required to work in the Bellevue Office in Bellevue, Washington 6-days per month.
Join SS&C, where innovation meets global opportunities. Click here to apply.
Legal
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.
Benefits
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.
Hiring process
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.