Posted 1 month ago
Associate, Genesis, Investor Trading Operations
AI Summary
An associate in Genesis Investor Trading Operations oversees and executes investor subscription, redemption, and transfer processing; supports quality control of investor registration, dealing, reporting and cash deliverables; maintains investor records and regulatory compliance; serves as a main point of contact for client inquiries; and collaborates with internal teams to resolve issues.
About this role
Associate, Genesis, Investor Trading Operations
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
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:
- 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-Hybrid
Qualifications
- Diploma or Bachelor degree preferably in a business-related field or related 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-Hybrid
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 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.
Skills
Explore related jobs
More jobs at MUFG Investor Services
- Senior Associate (Accountants Payable/ Receivable or Payments Experience)Dublin, County Dublin
- Senior Associate Director, Client Trade Operations - 12 months durationDublin, County Dublin
- Director, Client Servicing (Fund Administration)Hong Kong, Hong Kong
- Fund AccountantLimassol, Limassol
- Senior Fund AccountantLimassol, Limassol
- Manager, Fund AccountingToronto, ON
Similar Asset Management jobs
Jobs in Halifax
- Customer Experience RepresentativeIndigo Books & Music · Halifax, NS
- Management Development Program - Atlantic Plumbing - New GraduatesEMCO Corporation · Halifax, NS
- Capitaine d'hélicoptère / Premier officier (Opérations d'ambulance aérienne)Canadian Helicopters · Halifax, NS
- Helicopter Captain / First Officer (Air Ambulance Operations)Canadian Helicopters · Halifax, NS
- Evening Care AssistantsHome Instead · Halifax, England
Physical Therapist AssistantUpstream Rehabilitation · Halifax, Panama