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Associate, Investor Operations Private Equity

2 weeks ago


Halifax, Canada MUFG Investor Services Full time

Reporting to the Junior Associate Director, Investor Operations, a list of your responsibilities will include:

- Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash
- 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
- Perform allocated daily tasks, processes and deliverables with accuracy and quality
- 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
- 0-2 years 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.

**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.