Top Benefits
About the role
Reporting to the Executive Director, Nexus, Investor Delivery, you will:
- Partner with senior leadership to support departmental initiatives, projects, and budget management.
- Contribute to the delivery of team objectives while ensuring compliance with policies related to investor registration, transactions, reporting, and cash management.
- Ensure a smooth and professional client integration experience, fostering positive relationships with all stakeholders.
- Address and resolve sensitive or escalated inquiries from clients, investors, fund managers, or internal teams with professionalism and care.
- Review and approve investor allocations for waterfall calculations and oversee the processing of capital calls and distributions in line with client instructions and deadlines.
- Collaborate with internal AML teams and administrators to ensure all regulatory requirements are met.
- Review and sign off on schedules, reports, and files, ensuring accuracy and compliance with internal controls.
- Allocate team resources effectively to meet service level agreements and operational goals.
- Participate in the internal Client Relationship Management (CRM) framework, including regular service reviews with clients and internal partners.
#LI-Hybrid
Qualifications
- Degree in Finance, Accounting, or equivalent combination of education and experience.
- Experience in fund administration with leadership or mentoring responsibilities.
- Strong knowledge of the fund industry and investor operations.
Additional Information
What’s in it for you to join MUFG Investor Services?
Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.
So, why settle for the ordinary? Apply now for a Brilliantly Different career.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.
MUFG is an equal opportunity employer.
About MUFG
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,100 locations in more than 40 markets including the Americas, Europe, the Middle East and Africa, Asia and Oceania. The Group has over 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. Through close partnerships among our group companies, the Group aims to be the world's most trusted financial group, flexibly responding to all of the financial needs of its customers, serving society, and fostering shared and sustainable growth for a better world. MUFG's shares trade on the Tokyo, Nagoya, and New York stock exchanges. Watch our profile video: https://youtu.be/htyOjA1H6bQ Details of MUFG's Group companies can be found at the following websites: http://www.bk.mufg.jp/global http://www.tr.mufg.jp/english https://mufgamericas.com https://www.mufgemea.com http://www.hd.sc.mufg.jp/english ©2024Mitsubishi UFJ Financial Group, Inc. All rights reserved. The MUFG logo and name is a service mark of Mitsubishi UFJ Financial Group, Inc.
Top Benefits
About the role
Reporting to the Executive Director, Nexus, Investor Delivery, you will:
- Partner with senior leadership to support departmental initiatives, projects, and budget management.
- Contribute to the delivery of team objectives while ensuring compliance with policies related to investor registration, transactions, reporting, and cash management.
- Ensure a smooth and professional client integration experience, fostering positive relationships with all stakeholders.
- Address and resolve sensitive or escalated inquiries from clients, investors, fund managers, or internal teams with professionalism and care.
- Review and approve investor allocations for waterfall calculations and oversee the processing of capital calls and distributions in line with client instructions and deadlines.
- Collaborate with internal AML teams and administrators to ensure all regulatory requirements are met.
- Review and sign off on schedules, reports, and files, ensuring accuracy and compliance with internal controls.
- Allocate team resources effectively to meet service level agreements and operational goals.
- Participate in the internal Client Relationship Management (CRM) framework, including regular service reviews with clients and internal partners.
#LI-Hybrid
Qualifications
- Degree in Finance, Accounting, or equivalent combination of education and experience.
- Experience in fund administration with leadership or mentoring responsibilities.
- Strong knowledge of the fund industry and investor operations.
Additional Information
What’s in it for you to join MUFG Investor Services?
Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.
So, why settle for the ordinary? Apply now for a Brilliantly Different career.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.
MUFG is an equal opportunity employer.
About MUFG
MUFG (Mitsubishi UFJ Financial Group) is one of the world's leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,100 locations in more than 40 markets including the Americas, Europe, the Middle East and Africa, Asia and Oceania. The Group has over 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. Through close partnerships among our group companies, the Group aims to be the world's most trusted financial group, flexibly responding to all of the financial needs of its customers, serving society, and fostering shared and sustainable growth for a better world. MUFG's shares trade on the Tokyo, Nagoya, and New York stock exchanges. Watch our profile video: https://youtu.be/htyOjA1H6bQ Details of MUFG's Group companies can be found at the following websites: http://www.bk.mufg.jp/global http://www.tr.mufg.jp/english https://mufgamericas.com https://www.mufgemea.com http://www.hd.sc.mufg.jp/english ©2024Mitsubishi UFJ Financial Group, Inc. All rights reserved. The MUFG logo and name is a service mark of Mitsubishi UFJ Financial Group, Inc.