Senior Associate, Nexus, Investor Delivery - Private Equity

MUFG Investor Services • Halifax, NS

5d

About The Position

MUFG Investor Services is seeking a Senior Associate, Nexus, Investor Delivery - Private Equity. This role reports to the Associate Director, Investor Operations and involves supporting the quality control review process of daily deliverables, acting as a main contact for client inquiries, preparing ad hoc deliverables, and responding to queries from various stakeholders. The position also requires providing guidance to team members, participating in team meetings, and supporting department initiatives. A key aspect of the role is to support and promote MUFG's core values.

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
• Computer skills with strengths in Microsoft Office products.

Nice To Haves

• Knowledge of Investor Services processes and related functionalities an asset
• Existing client/customer service experience would be ideal
• Proficiency with Microsoft Excel would be an asset.
• University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset

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

Benefits

• Competitive salary
• Opportunities for professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree