MUFG Investor Services

Senior Associate, Nexus, Investor Delivery - Private Equity

MUFG Investor Services  •  Halifax, CA (Hybrid)  •  3 months ago
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Job Description

Experience something Brilliantly Different with MUFG Investor Services.  

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing.

We’re in 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

#LI-Hybrid

  • Support quality control of daily deliverables in line with company policies on investor registration, transactions, reporting, and cash.
  • Serve as a primary contact for client inquiries and deliverables, ensuring timely completion within service level agreements and escalating issues when necessary.
  • Prepare capital calls, distributions, and investor allocations, ensuring accuracy and alignment with fund documentation.
  • Calculate fee schedules and waterfall models, maintaining compliance with fund terms.
  • Contribute to a positive team culture through regular check-ins, knowledge sharing, and collaboration.
  • Assist management with departmental initiatives, projects, and risk mitigation efforts.

#LI-Hybrid

Qualifications

  • Diploma or bachelor’s degree in a business-related field, or equivalent combination of education and experience.
  • Experience in financial services, fund administration, asset management, banking, or client service.
  • Experience in PE funds is an asset
  • Familiarity with investor services processes is an asset.
  • Professional designations (e.g., ACCA, CPA, CMA) or working toward one are considered an asset but not required.

Additional Information

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways.  Our vibrant CULTURE. Connected team. Love of innovation, laser client focus. 

So, why settle for the ordinary?  Apply now for your next Brilliantly Different opportunity. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.

This role is being hired to fill an existing vacancy.

MUFG Investor Services

About MUFG Investor Services

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, business process outsourcing, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody and depositary solutions, 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 groups with approximately $3 trillion in assets, we combine deep expertise with global scale. To learn more, visit us at www.mufg-investorservices.com.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York
Year Founded
Unknown
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