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.
Job Description
Role Purpose
Be an integral member of the Investor Operations team’s daily operations, while providing quality client service, and ensuring adherence to company/department policies and procedures.
In this role, you will be overseeing and executing various functions related to investors, to ensure seamless fund operations. Key responsibilities:
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Process investor subscriptions, redemptions, and transfers accurately and efficiently. Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
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Maintain up-to-date investor records, ensuring data integrity and compliance with regulatory requirements. 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.
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Collaborate with internal teams, including client services and fund accounting, to address investor inquiries and resolve issues promptly. 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.
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Work with immediate Line Manager on testing, change requests and adoption of new technologies to enhance service offering.
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Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture.
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Support and Promote MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty.
Qualifications
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Diploma or Bachelor degree preferably in a business related field or related experience
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1+ years’ experience, preferably in financial services, fund administration, asset management, banking or client service
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Knowledge of Investor Services processes and related functionalities will be considered an asset
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Existing client/customer service experience would be ideal
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Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
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.
