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Associate

SS&C Technologies, Inc.
parental leave, paid time off, 401(k)
United States, Massachusetts, Boston
Apr 12, 2026

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, Investor Services

Locations: Boston, MA |Hybrid

About the Role

A team of seasoned financial services professionals delivering exceptional fund administration services to domestic and offshore hedge fund and private equity fund clients. In this role, you'll provide critical support in processing investor transactions, conducting due diligence, and handling investor communications, while leading small to moderately complex projects and developing creative solutions to complex issues. Our work is complex, fastpaced, and highimpact, and it offers a clear and rewarding path for those who perform well and show ownership and accountability.

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

  • Main point of contact fund investors and/or managers, respond to inquiries, troubleshoot
  • Maintain and update investor wire instructions
  • Monitor bank account activity on an ongoing basis to confirm movement of funds
  • Review, understand and have ability to discuss fund PPMs/OMs and Subscription documents
  • Process investor subscriptions and redemptions in accordance with the funds' offering documents
  • Process transfer/assignment requests in accordance with investor/fund manager instructions
  • Execute distribution change requests in accordance with investor/fund manager instructions
  • Prepare and distribute investor transaction reports to accounting and fund managers to communicate monthly and pending activity
  • Prepare investor statements for distribution in accordance with investor instructions
  • Compile wire transfer requests in accordance with investor/fund manager instructions
  • Maintain database and dashboard to keep them accurate and current
  • Prepare miscellaneous distributions in accordance with instructions from fund manager. i.e. Performance Letters, K1's, audited financial statements, etc.
  • Prepare fund manager reports per or upon request. i.e. ERISA, Blue Sky, etc.
  • Load historical documents for conversion accounts.

Required Experience

  • Bachelor's Degree in Business Administration, Finance, Accounting or similar field - required. Or 2-3 years related experience.
  • Previous financial services experience is a plus, but not required
  • Good knowledge of Microsoft Office product suite, including MS Excel
  • Strong written & verbal communication skills
  • Strong organizational skills and adaptable to various software/database applications
  • Proven ability to work successfully as part of a team

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

#LI-Hybrid, #LI-JS, #CA-JS

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. Massachusetts: The expected base salary for the position is between $50,000.00 USD to $$60,000.00 USD.

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.

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