MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Reporting to the Executive Director, Investor Delivery, a list of your responsibilities will include:

• Purpose of the role is oversight, management, support of the department in local and global initiatives, daily operations and providing quality client.
• Support senior leadership with driving department initiatives, projects, budget adherence
• Manage as appropriate any sensitive or escalated queries/concerns from Clients, Investors, or internal MUFG Departments adhering to a high-quality standard.
• Be part of internal senior leadership framework and participate in regular service review calls with assigned Client(s), CSMs, and other internal departments.
• Assist with client deliverables and projects including, but not limited to, Distributions, new funds onboarding and fund liquidations.
• Coordinate for the ID team as part of the client integration process and the experience is professional and positive for all parties involved.
• Support team in department deliverables while ensuring adherence to company and department policies and procedures relating to investor registration, dealing, reporting and cash.
• Identify areas of high risk and regular issues and assist to improve controls and processes in place to mitigate risk.
• Participate in multiple system initiatives and projects and contribute to idea generation for future process or technological improvements. Expected to participate on both a local and global level.
• Manage and support the individual performance of direct reports through regular one to one meetings, regular performance discussions, career coaching and development as requested, and annual performance reviews as per company standards. Assist direct reports with the performance management and development of their teams.
• Foster a professional environment of encouraging personal and professional development.
• Champion initiatives within your team, encouraging participation, constructive feedback, and idea generation from the team members.
• Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty

• 10+ years of operations experience in financial services, fund administration, asset management, banking, or client service with minimum 5 years in a managerial capacity
• Demonstrate an ability to work independently and collaboratively to solve complex issues and provide guidance, assistance and training when required.
• Client/customer service management experience
• Extensive experience and knowledge of investor operations, investor relations, and client service management
• High efficiency with Microsoft applications
• Strong people leadership and organizational skills with ability to effectively manage multiple priorities and meet deadlines
• Professional written and verbal communication skills when dealing with Clients, Investors, colleagues
• Demonstrate business logic and risk adverse approach to resource management and operations
• Demonstrate team management experience in Investor Services, fund administration or related industry

Other Skills and Knowledge (not required but considered an asset)

• In-depth understanding of the private equity fund administration industry. This includes multiple fund structures, fee calculations, financial instruments and fund offering documentation review.
• Experience with fund accounting software Geneva, Investran or Yardi or working knowledge of Bloomberg would be beneficial
• Completion or interest in a professional accounting designation (CAIA, CA, CGA, CMA, ACCA, ICAEW, CFA (or equivalent) an asset

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.  

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.