Associate, Investor Services - AEOI

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.

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: Act as the main contact for investor services via email and telephone correspondence, including responding to inquiries related to AEOI obligations, FATCA, and CRS requirements. Process investor subscription and redemption activity in accordance with the fund’s offering documents, AML, KYC, and AEOI (FATCA/CRS) regulatory requirements. Review, collect, and validate investor tax documentation (e.g., W‑8/W‑9 forms, CRS self‑certifications) to ensure accurate FATCA/CRS classification and reporting readiness. Communicate pending transactions to fund management as required, including updates on outstanding AEOI documentation or classification issues. 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. Comply with department policies and procedures for all activities, including AEOI‑related controls and documentation standards. Participate in system and process enhancements, particularly those related to AEOI data capture, workflow efficiency, and reporting automation. Perform other related duties as assigned by department management.

Equivalent experience in Hedge/Private Equity Fund administration and/or Investor Services . Undergraduate degree or equivalent experience. Experience with AEOI frameworks (FATCA/CRS) , including investor classification, documentation review, and reporting, is strongly preferred. Advanced knowledge of Microsoft Office, specifically Excel. Experience in financial services is a plus. Knowledge of AML 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 oral and written communication skills. Excellent interpersonal skills and customer service orientation. Ability to work in a demanding environment and adjust