Associate Director, Business Data Office, Client Data Team

MUFG Investor Services•Halifax, NS

2h•Hybrid

About The Position

We’re growing our onboarding and data implementation capabilities as more clients move onto MUFG’s platform, and we need someone who can take ownership of this critical work. In this role, you’ll lead the setup and migration of fund and client data, making sure everything is accurate, compliant, and delivered on time. You’ll work closely with teams across the business to bring new funds live smoothly and improve how we do things along the way. Your work will directly shape the client experience at one of the most important moments in their journey with us.

Requirements

Experience in fund administration, investment management, or audit, so you understand fund structures and data flows
Strong project experience in onboarding, conversions, or data migrations, allowing you to manage complexity and timelines with confidence
Advanced Excel skills and comfort working with large, complex datasets to ensure accuracy
Solid understanding of accounting principles, helping you validate NAV and financial data
Sharp attention to detail and problem-solving skills, enabling you to catch issues early and improve processes

Nice To Haves

Experience with systems like Advent Geneva, Investran, Yardi, Mantra, Flexcube, Sentry,Workiva, Finbourne, Lemonedge or similar platforms
Familiarity with data tools, warehouses, or workflow platforms like JIRA or Workiva
Exposure to digital transformation or automation initiatives in financial services
Experience working across private equity, hedge funds, or traditional fund structures

Responsibilities

Lead end-to-end system setups and static data configuration for new fund launches and client onboarding
Manage complex conversions, including data migration, reinitialization, and system reconfiguration
Build and maintain accurate fund structures using offering documents and best practices
Analyze NAV and share registry data to identify and resolve discrepancies before go-live
Coordinate conversion plans and timelines with internal teams, keeping everyone aligned and informed
Champion data quality by ensuring all setups meet internal standards and regulatory requirements (ISAE/SOC)
Create and refine standard operating procedures to simplify and scale onboarding processes
Partner with Technology and Product teams to automate and improve how client and investor data is managed