Associate, Genesis, Investor Trading Operations - Global Fund Specialist

  • Full-time
  • Rank: Associate
  • Employment Type: Permanent Full Time

Company Description

About MUFG Investor Services

Experience something Brilliantly Different.

At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund administration, banking, and operational expertise to solve complex challenges across the alternatives space.

With over $1 trillion in assets under administration and a global presence across 17 locations, we combine deep industry knowledge with the strength of MUFG — one of the world’s largest financial institutions with approximately $3 trillion in assets.

Here, you’ll do work that matters from day one. You’ll collaborate with smart, driven teams, build your expertise across complex fund structures, and grow your career in an environment that values curiosity, accountability, and new ideas. To learn more, visit us at www.mufg-investorservices.com.

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Job Description

Role Purpose

We’re evolving how our teams use Appian to manage work, remove friction, and respond faster to what matters most. As part of this, you’ll play a key role keeping workflows running smoothly, ensuring cases are accurately routed, and flagging anything that could slow us down. You’ll sit at the centre of daily operations, connecting teams, resolving issues, and helping us continuously improve how we use the platform. If you enjoy solving problems in real time and making systems work better, this role puts you right where the action is.

What You'll Own

  • Manage and monitor all Appian queues to ensure work is flowing accurately and efficiently throughout the day
  • Lead email categorisation quality—identify gaps, fix misrouting issues, and improve workflows to reduce friction
  • Run daily and periodic checks to keep cases up to date, properly allocated, and moving within SLA timelines
  • Escalate aged, high-risk, or urgent items quickly, working directly with Nexus and Genesis teams to drive resolution
  • Maintain and update the Appian Admin Portal to ensure clean, reliable system management
  • Partner with senior team members to troubleshoot system issues and coordinate communication to impacted teams
  • Support the testing and rollout of new features, giving feedback to improve functionality before and after launch
  • Act as a go-to resource for system questions—helping teams resolve errors, unblock cases, and work more effectively

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Qualifications

What You Bring

Essential

  • Strong ability to prioritise and assess urgency—you know how to spot risks early and keep work moving under pressure
  • Experience managing workflows or operational queues, with a clear understanding of why accuracy and timing matter
  • Confident communicator—you can clearly explain issues, escalate when needed, and keep stakeholders aligned
  • Organized and detail-oriented—you stay on top of multiple moving parts without losing accuracy
  • Adaptability—you’re comfortable navigating change and helping others adopt new tools and processes

Valued

  • Experience in Investor Operations or a similar environment where case management is critical
  • Exposure to Appian or other workflow/case management platforms
  • A continuous improvement mindset—you actively look for better ways to work and reduce inefficiencies
  • Experience supporting system implementations, testing, or rollout of new features

If you’re someone who thrives in fast-paced environments, spots problems before they escalate, and takes pride in keeping things running smoothly—we’d love to hear from you. Even if you don’t meet every requirement, we encourage you to apply if this role excites you and matches your strengths.

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Additional Information

What’s in it for you?

At MUFG Investor Services, you’ll find everything you’d expect from a global financial institution — and more.
What sets us apart is how we do things differently.

You’ll experience it in our connected teams, our focus on innovation, and the way we invest in your learning and growth. We’re serious about hybrid working too — giving you the flexibility to do your best work while staying connected to your team and our culture.

So why settle for the ordinary?
Build a Brilliantly Different career with us.

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