Senior Associate, Investor Operations
Top Benefits
About the role
About MUFG Investor Services:
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.
With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.
Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
Job Description
Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:
- Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash
- Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
- Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
- Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
- Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
- Support management in department initiatives, projects, risk mitigation
- Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty
Qualifications
- Diploma or Bachelor's degree in a business related field preferred or relevant experience
- 0-2 years experience in financial services, fund administration, asset management, banking or client service
- Knowledge of Investor Services processes and related functionalities an asset
- Existing client/customer service experience would be ideal
- Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
Additional Information
At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and, stay connected to their team and our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.
MUFG Investor Services provides all of its employees with an extremely attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.
MUFG is an equal opportunity employer.
About MUFG Investor Services
We’re more than just fund administration. Our offerings include a scope of solutions not historically provided by asset servicing companies. From fund financing to subscription lines of credit, securities lending, foreign exchange (FX) services, consulting services and beyond, we help clients reach their goals, while allowing them to stay focused on their growth trajectory.
MUFG Investor Services is a leading solutions provider for the global alternative investment management industry. From 17 locations around the world, MUFG Investor Services, through its suite of solutions, helps clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. With over $1 trillion in assets under administration, MUFG Investor Services is one of the top fund administrators globally and provides a broad range of solutions including administration, asset servicing, banking and liquidity, corporate and regulatory services, financing, business consulting, and more. Its nearly 500 clients represent funds across the public and private markets ecosystem including investment managers (fund of funds, hedge funds, infrastructure, mutual funds, private debt, private equity, real assets, venture capital), institutional investors, pensions and endowments, sovereign wealth funds and investment consultants. MUFG Investor Services is a division of Mitsubishi UFJ Financial Group, Inc (MUFG) one of the largest banks in the world with approximately $3 trillion in assets. To learn more, please visit us at www.mufg-investorservices.com.
Senior Associate, Investor Operations
Top Benefits
About the role
About MUFG Investor Services:
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.
With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.
Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
Job Description
Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:
- Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash
- Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
- Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
- Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
- Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
- Support management in department initiatives, projects, risk mitigation
- Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty
Qualifications
- Diploma or Bachelor's degree in a business related field preferred or relevant experience
- 0-2 years experience in financial services, fund administration, asset management, banking or client service
- Knowledge of Investor Services processes and related functionalities an asset
- Existing client/customer service experience would be ideal
- Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
Additional Information
At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and, stay connected to their team and our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.
MUFG Investor Services provides all of its employees with an extremely attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.
MUFG is an equal opportunity employer.
About MUFG Investor Services
We’re more than just fund administration. Our offerings include a scope of solutions not historically provided by asset servicing companies. From fund financing to subscription lines of credit, securities lending, foreign exchange (FX) services, consulting services and beyond, we help clients reach their goals, while allowing them to stay focused on their growth trajectory.
MUFG Investor Services is a leading solutions provider for the global alternative investment management industry. From 17 locations around the world, MUFG Investor Services, through its suite of solutions, helps clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. With over $1 trillion in assets under administration, MUFG Investor Services is one of the top fund administrators globally and provides a broad range of solutions including administration, asset servicing, banking and liquidity, corporate and regulatory services, financing, business consulting, and more. Its nearly 500 clients represent funds across the public and private markets ecosystem including investment managers (fund of funds, hedge funds, infrastructure, mutual funds, private debt, private equity, real assets, venture capital), institutional investors, pensions and endowments, sovereign wealth funds and investment consultants. MUFG Investor Services is a division of Mitsubishi UFJ Financial Group, Inc (MUFG) one of the largest banks in the world with approximately $3 trillion in assets. To learn more, please visit us at www.mufg-investorservices.com.