Associate, Genesis, Investor Trading Operations

MUFG Investor Services Voir toutes les offres

  • Halifax, NS
  • Permanent
  • Temps-plein
  • Il y a 1 mois
Company DescriptionMUFG 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. To learn more, visit us at .#LI-HybridJob DescriptionBe 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:
  • 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.
  • 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.
  • 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.
  • Work with immediate Line Manager on testing, change requests and adoption of new technologies to enhance service offering.
  • Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture.
  • Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty.
#LI-HybridQualifications
  • Diploma or bachelor's degree in a business-related field preferred or relevant experience
  • 1+ years' experience, preferably in financial services, fund administration, asset management, banking or client service
  • Knowledge of Investor Services processes and related functionalities will be considered 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.
#LI-HybridAdditional InformationWhat'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 from a career with the fastest-growing business 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, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.So, why settle for the ordinary? Apply now for a Brilliantly Different career.MUFG is an equal opportunity employer.

MUFG Investor Services