Associate Manager

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

Initially:

·         Understanding of FATCA and CRS regulation

·         Knowledge of US tax forms and the concept of Self Certification Forms

·         Tax Form/ Self Cert form digitization in the SSnC AEOIS System

·         Perform Investor due diligence as per FATCA/CRS regulation

·         Review FATCA/CRS XMLs and assist client with filings on the Regulatory Portal

·         Working on the FATCA/CRS billing for clients

·         Working on the AEOIS Client Onboarding process

 

Then increasingly over a period of some 6 months:

·         Enhanced Investor due diligence based on AML/ KYC docs for FATCA/CRS due diligence and reporting

·         Working closely and independently with clients that have been assigned

·         Assist in System enhancement testings

·         Implementation/training and roll-out of FATCA/CRS procedures

·         Escalate as a point person or problem solver for teams

·         Develop a culture of continuous efficiency improvements that result in increased capacity

·         Provide reports/feedback on status of progress

·         Prioritize escalated issues

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 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.

Experience Level

Mid Level