Associate, Investor Services - AEOI

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

Associate, Investor Services - AEOI

Location(s): Mississauga, ON | Toronto, ON, Hybrid

Status: Full Time Permanent

Get To Know Us:

SS&C is leading the way. We continue to look for today’s 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 reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: RRSP Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs, travel and more!
• Wide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

What You Will Get To Do:

• Serve as a primary point of contact for investor service inquiries via email and telephone, including matters related to FATCA, CRS, and other AEOI requirements.
• Process investor subscriptions, redemptions, and account maintenance activities in accordance with fund offering documents and applicable AML, KYC, and AEOI regulatory requirements.
• Review, collect, and validate investor documentation (e.g. W8/9 forms, CRS self-certifications) including tax and regulatory forms, to support accurate investor classification (FATCA/CRS) and reporting obligations.
• Communicate transaction updates, outstanding (AEOI) documentation requirements, and compliance-related matters to fund management and other stakeholders as appropriate.
• Ensure investor records—including tax residency, FATCA/CRS classifications, and reporting statuses—are complete, accurate, and maintained in compliance with AEOI regulations.
• Support annual FATCA and CRS reporting cycles by ensuring investor data integrity, identifying documentation gaps, and escalating discrepancies to management.
• Adhere to established policies, procedures, and internal controls, including regulatory compliance and documentation standards.
• Contribute to process improvement initiatives and system enhancements that support operational efficiency, data integrity, and reporting effectiveness.
• Perform additional duties and responsibilities as assigned by management.

What You Will Bring:

• Experience in Hedge Fund, Private Equity Fund Administration, Investor Services, or a related financial services environment, or an equivalent combination of education and experience.
• Bachelor's degree or equivalent combination of education, training, and professional experience.
• Knowledge of AEOI requirements (FATCA/CRS), including investor classification, documentation review, and reporting, is strongly preferred.
• Advanced proficiency in Microsoft Office applications, particularly Excel.
• Previous experience within the financial services industry is considered an asset.
• Familiarity with AML and KYC requirements and regulatory compliance practices is an asset.
• Flexibility to work additional hours as required to support business and client commitments.
• Ability to provide coverage during Canadian statutory holidays, as needed, to support a global client base.
• Strong verbal and written communication skills with the ability to communicate effectively across diverse audiences.
• Demonstrated client service orientation and strong relationship-building skills.
• Working knowledge of AI tools and technologies, with the ability to leverage them to improve productivity, analyze information, and enhance workflows

• Coverage on US and/or Canadian holidays may be necessary.
• Overtime may be required from time to time.

• Ability to manage competing priorities and perform effectively in a fast-paced, evolving environment while adapting to changing business needs.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process.

We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: [email protected].

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

Salary Range: $50,000 - $60,000 CAD

This role is posted for a future opportunity; we’re actively sourcing candidates for. If you are interested in a future position, please apply.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.

SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making

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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.

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.