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Investment Operations Associate
1 month ago
Job Summary
We are seeking a highly skilled Investment Operations Associate to join our team at MUFG Investor Services. As an Investment Operations Associate, you will be responsible for completing daily deliverables with quality, following company and department policies and procedures relating to investor registration, dealing, reporting, and cash.
Key Responsibilities
- Complete daily tasks, processes, and deliverables with accuracy and quality.
- Strive to complete deliverables within Service Level Agreements, escalate any client or deliverable issues where required and appropriate.
- Respond to queries from Clients, Investors, Fund Managers, or internal MUFG Departments following a high-quality standard.
- Participate in regular team check-in meetings/calls sharing information, ideas, and supporting colleagues in a positive team culture.
- Support management in department initiatives, projects, and risk mitigation.
- Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness, and Honesty.
Qualifications
- Diploma or Bachelor's degree in a business-related field preferred or relevant experience.
- Experience in financial services, fund administration, asset management, banking, or client service.
- Knowledge of Investor Services processes and related functionalities 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.
What's in it for you?
At MUFG Investor Services, we offer a vibrant culture, connected team, love of innovation, laser client focus, and next-level learning and development. We also offer hybrid working options. If you're looking for a Brilliantly Different career, apply now.
