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
Responsibilities
- Lead and motivate senior team members across both teams.
- Attend pitches to potential new clients, due diligence meetings, board/client meetings as required.
- Build and maintain a strong relationship with clients, vendors and function as the internal touchpoint for the department.
- Continue to support the team ensuring they can conduct the core roles of the team, including the creation and preparation of regulatory/FATCA&CRS workings/reports.
- Continue to develop a greater understanding of the regulatory/FATCA&CRS reporting environment and assist in the creation of service offerings for our clients.
- Trusted with the development of the department and documenting new department processes.
- Develop and improve regulatory/FATCA&CRS reporting processes and procedures.
- As a key senior leader in the Operations department, partnering with colleagues to deliver and create high quality outputs and insights which adds value to the wider business.
- Responsible for ensuring all fees are billed on time and collected in a timely manner.
- Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed.
- Manage the performance review process of the team.
- Monitor and manage the reporting deadlines for the services/clients that you and your staff are accountable for.
- Co-ordinate department resource planning and staff allocation.
- Play a key role in determining and driving the financial reporting/FATCA&CRS team vision and strategy and implementing the actions necessary to deliver them.
- Engaged to provide analysis of potential new clients/workload/turnover/headcount requirements etc.
- Responsible for vendors and outsourced providers that provide regulatory/FATCA&CRS reporting preparation services to the company.
CF Responsibilities
- CF2 – Ensuring, controlling, or monitoring compliance by a regulated financial service provider with its relevant obligations.
Qualifications
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Post-secondary education with a concentration in finance, accounting, mathematics / FATCA&CRS reporting or related fields.
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Professional qualification in ACA, ACCA, CPA, CIMA or CFA desirable.
Professional Experience
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Have 10 years plus experience in a regulatory/FATCA&CRS reporting role.
Additional Information
At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and, stay connected to their team and our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.
MUFG Investor Services provides all of its employees with an extremely attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.
MUFG is an equal opportunity employer.
