Associate Director, Client Onboarding Specialist- Private Equity
Top Benefits
About the role
Company Description
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.
#LI-Hybrid
Job Description
You Will:
-
Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
-
Project manage the onboarding of new client/fund launches and conversions.
-
Coordinate hand off from Sales Team to Client Integration Team.
-
Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
-
Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
-
Work as part of a team on large onboarding projects.
-
Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
-
Provide expertise, direction and leadership to members of the operations team.
-
Perform and review internal accounting and shareholder service system set-ups.
-
Respond to clients ensuring superior customer service is provided.
-
Work well with internal stakeholders to ensure smooth on-boarding of new funds.
-
Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
-
Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
-
Ensure internal checklists are completed and signed off.
-
Ad hoc tasks, as required.
Qualifications
You Have:
-
A minimum of 5 years’ experience in the funds industry
-
Third Level qualification / College Under Graduate Degree desirable
-
Client focused with proven ability to manage client relationships
-
Experience within the Private Equity space
-
Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)
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.
At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.
This is a newly created position.
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.
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Associate Director, Client Onboarding Specialist- Private Equity
Top Benefits
About the role
Company Description
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.
#LI-Hybrid
Job Description
You Will:
-
Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
-
Project manage the onboarding of new client/fund launches and conversions.
-
Coordinate hand off from Sales Team to Client Integration Team.
-
Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
-
Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
-
Work as part of a team on large onboarding projects.
-
Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
-
Provide expertise, direction and leadership to members of the operations team.
-
Perform and review internal accounting and shareholder service system set-ups.
-
Respond to clients ensuring superior customer service is provided.
-
Work well with internal stakeholders to ensure smooth on-boarding of new funds.
-
Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
-
Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
-
Ensure internal checklists are completed and signed off.
-
Ad hoc tasks, as required.
Qualifications
You Have:
-
A minimum of 5 years’ experience in the funds industry
-
Third Level qualification / College Under Graduate Degree desirable
-
Client focused with proven ability to manage client relationships
-
Experience within the Private Equity space
-
Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)
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.
At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.
This is a newly created position.
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.