Senior Associate, Nexus, Investor Delivery - Private Equity

MUFG Investor Services•Halifax, NS

About The Position

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.

Requirements

Diploma or Bachelor's degree in a business related field preferred or relevant experience
0-2 years experience in financial services, fund administration, asset management, banking or client service
Knowledge of Investor Services processes and related functionalities an asset
Existing client/customer service experience would be ideal
Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset

Nice To Haves

Knowledge of Investor Services processes and related functionalities
Existing client/customer service experience
Proficiency with Microsoft Excel
University degree/Professional designation such as ACCA, CPA, CMA, etc

Responsibilities

Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash
Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
Prepare ad hoc deliverables as defined in the service level agreements.
Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
Support management in department initiatives, projects, risk mitigation
Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty