Jobs at SS&C Technologies

Provides investor service support for fund clients, handling inquiries, subscriptions, redemptions, account maintenance, and investor documentation. Reviews FATCA, CRS, AML, KYC, and AEOI information, maintains accurate tax residency and reporting records, supports annual regulatory reporting, communicates outstanding requirements, and escalates discrepancies. The role also contributes to process improvements and system enhancements while delivering client service in a fast-paced, global environment.

Leads AML/KYC compliance activities, audits, regulatory reviews, remediation, control enhancements, and system improvements. Partners with compliance, risk, regulators, auditors, technology, operations, and business stakeholders. Handles complex and high-risk cases, monitors regulatory changes, maintains policies, and develops team members. Requires strong AML/KYC knowledge, leadership, analytical, communication, and stakeholder-management skills, with experience in financial services compliance and management.

Performs fund accounting activities including cash and holdings reconciliations, investment accounting, NAV calculations, investor transaction processing, P&L analysis, client reporting, and financial statement preparation. Manages client and counterparty queries, supports audits and new client implementations, tests system releases, and contributes to process improvements. The role requires fund accounting experience, knowledge of investment products, advanced Excel and Office 365 skills, and strong communication and client service abilities.

Manages alternative investment fund accounting engagements, supervises client service teams, reviews transaction documentation, ledgers, work papers, financial statements, capital activity, fees, investor allocations, distributions, and carried-interest waterfalls. Provides staff guidance, training, performance management, and client-focused delivery. Requires substantial accounting experience in private markets or mutual funds, advanced Excel and Office 365 knowledge, strong analytical skills, and familiarity with AI tools.

Performs fund accounting activities including cash and holdings reconciliations, investment accounting, NAV calculations, investor transactions, P&L analysis, client reporting, and financial statement preparation. Supports audits, client implementations, system release testing, process improvements, and discrepancy resolution. Manages client and counterparty relationships while maintaining compliance with departmental procedures. Requires an accounting or finance degree, strong Excel skills, investment product knowledge, attention to detail, and effective communication.

Leads multiple investor services teams, overseeing performance, client escalations, investor reporting, capital activity, wire transfers, due diligence, regulatory coordination, and timely deliverables. Manages training, department initiatives, fund manager report reviews, issue resolution, and application testing. Requires extensive investor services or fund administration supervisory experience, strong Excel and Office 365 skills, AML/KYC expertise, and exceptional organizational and relationship-building abilities.

Manage client issues involving trade processing, fund valuation, fee calculations, and investor reporting. Review reports for accuracy and compliance, resolve technical and procedural accounting issues, mentor fund accountants, and improve team processes and efficiency. The role requires significant mutual fund or investment accounting experience, knowledge of US and international investment characteristics, advanced Excel skills, and an accounting or finance degree.

Manage fund accounting operations, including trade processing, fund valuation, fee calculations, investor reporting, and compliance reviews. Lead client issue resolution, ensure accurate and timely deliverables, train and mentor accountants, solve technical and procedural problems, and streamline team processes. The role requires significant hedge fund, private equity, or investment accounting experience, IFRS reporting knowledge, advanced Excel and Office 365 skills, and understanding of Canadian, US, and international investments.

Supports investor services and fund administration by supervising associates, coordinating client and due diligence activities, preparing investor reports, processing capital activity and wire transfers, reviewing fund manager reports, resolving investor inquiries, testing applications, and ensuring accurate, timely deliverables. The role requires strong Excel and Office 365 skills, AML/KYC knowledge, client relationship management, problem solving, and the ability to work under deadlines.

Performs daily back-office operations for positions, trades, cash, breaks, corporate actions, client reporting, controls, and issue resolution. Supports client onboarding, system transitions, risk mitigation, and process improvements. Requires financial services operations experience, knowledge of hedge and private equity funds, familiarity with financial instruments, strong communication, problem-solving abilities, and Excel proficiency.

Manages Investor Services team performance, development, client relationships, meetings, due diligence, reporting, capital activity, wire transfers, and issue resolution. Ensures accurate and timely deliverables, reviews fund manager reports, supports application testing, identifies training needs, and coordinates with internal and external stakeholders. Requires supervisory experience in Investor Services or Fund Administration, advanced Excel and Office 365 skills, AML/KYC knowledge, strong organizational and relationship-building abilities, and the ability to work under pressure.

Handle investor onboarding, fund-driven capital activity, AML compliance, investor communications, reporting, record maintenance, and investor payments or wire transfers. The role also supports process improvements, follows department procedures, and collaborates with investment managers and investors. Candidates should understand investor or financial services, use Excel and Office 365 proficiently, apply AI tools to improve workflows, and communicate effectively in a fast-paced environment.

Manage investor onboarding, fund capital activity, AML/KYC compliance, investor communications, reporting, record maintenance, payments, and wire transfers. The role supports investment managers and investors, validates and distributes reports, maintains accurate records, contributes to process improvements, and follows departmental policies. Candidates need investor services or fund administration experience, strong Excel and Office 365 skills, financial compliance knowledge, communication abilities, and a client-service mindset.

Supports investor onboarding, fund-related capital activity, AML compliance, investor communications, reporting, record maintenance, payments, and wire transfers. The role also contributes to process improvements and follows departmental procedures. Candidates must be recent graduates with a business, economics, or accounting degree, strong Excel and Office 365 skills, effective communication abilities, and the flexibility to work in a fast-paced environment with occasional holiday coverage or overtime.

Lead Salesforce implementation projects from discovery through post-launch support, serving as the primary client advisor. Gather requirements, design and configure Salesforce solutions, administer security and automation, manage scope, timelines, budgets, risks, testing, data migration, integrations, releases, and change management. Provide training, documentation, stakeholder communications, platform governance, adoption support, and ongoing enhancements while monitoring data quality and performance.

Develop and maintain modern web applications, REST APIs, microservices, and SaaS products for financial services clients. Responsibilities include software analysis, design, programming, testing, debugging, defect resolution, documentation, and architectural maintenance. The role collaborates with product owners, business analysts, and QA teams in an agile Scrum environment, using BDD/TDD practices and cloud-native technologies while ensuring scalability, security, and maintainability.

Design, develop, test, and support scalable software applications, SaaS platforms, REST APIs, microservices, and cloud-based solutions. Collaborate with product, business, and QA teams to translate requirements into secure, reliable technical solutions. Troubleshoot defects, maintain documentation, follow Agile and CI/CD practices, and improve platform scalability. Use AI tools and emerging technologies to increase development efficiency and innovation.

Supervise a team, manage client relationships, conduct operational meetings, analyze launch data, and handle fund transactions and reporting.

Design, develop, and implement AI-enabled solutions to automate and accelerate the software delivery lifecycle. Build AI agents and workflows using tools like Claude Code and Copilot, improve developer productivity, support production applications, troubleshoot incidents, and evolve SDLC into AI-driven ADLC while collaborating with stakeholders across delivery teams.

Supports hedge fund, fund-of-funds, and private equity client implementations involving investment performance, attribution, ex-post risk measurement, and GIPS compliance. Designs and customizes client solutions, tests functionality, supports production processes, resolves data and reporting issues, and provides ongoing client support. Collaborates with clients, product management, fund accounting, and senior management while improving automation, operational efficiency, and solution reliability.