Associate Director, Investor Operations

2 weeks ago


Halifax NS, Canada Mufg Investor Services Full time

Experience something Brilliantly Different with a career with MUFG Investor Services.

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

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

#LI-Hybrid

Job Description

• Support senior leadership with achieving department initiatives, projects, budget adherence
• Support team in department deliverables while ensuring adherence to company and department policies and procedures relating to investor registration, dealing, reporting and cash.
• Ensure the IO team supports the client integration process, and the experience is professional and positive for all parties involved.
• Manage as appropriate any sensitive or escalated queries/concerns from Clients, Investors, Fund Managers or internal MUFG Departments adhering to a high-quality standard.
• Manage and support the individual performance of direct reports through regular one to one meetings, regular performance discussions, career coaching and development as requested, annual performance reviews as per company standards. Assist direct reports with the performance management and development of their teams. Foster a professional environment of encouraging personal and professional development.
• Be part of internal Client Relationship (CRM) framework and participate in regular service review calls with assigned Client(s), CSMs, and other internal departments.
• Champion initiatives within your team, encouraging participation, constructive feedback and idea generation from the team members.
• Support and Promote MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty

Qualifications

• Demonstrate an ability to work independently and collaboratively to solve complex issues and provide, guidance, assistance and training when required.
• Client/customer service management experience
• Experience and knowledge of investor operations
• People leadership skills
• Highly organized with ability to effectively manage multiple priorities and meet deadlines
• Professional written and verbal communication skills when dealing with Clients, Investors, colleagues
• Demonstrate business logic and risk adverse approach to resource management and operations
• Demonstrate team management experience in Investor Services, fund administration or related industry

Additional Information

• Demonstrate an ability to work independently and collaboratively to solve complex issues and provide, guidance, assistance and training when required.
• Client/customer service management experience
• Experience and knowledge of investor operations
• People leadership skills
• Strong PC-based experience.
• Strong organizational skills with ability to effectively manage multiple priorities and meet deadlines
• Professional written and verbal communication skills when dealing with Clients, Investors, colleagues
• Demonstrate business logic and risk adverse approach to resource management and operations
• Demonstrate team management experience in Investor Services, fund administration or related industry

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