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About the Role

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Responsibilities

• Monitor and actively process the daily matching and allocation process on BONY Tri-party platforms (BONY Domestic Accessedge & Global Accessedge).
• Communicate issues and escalations succinctly and accurately to front office business partners, counterparties, and vendors.
• Understand the cash management process and use eCPO tool on AccessEdge when optimizing tri-party allocations.
• Execute daily allocation of collateral in triparty agreements, ensuring accuracy and compliance with contractual terms, including hard-to-allocate equities and corporate bonds.
• Monitor triparty allocation levels and optimize allocations to meet margin requirements and mitigate risk.
• Reconcile allocated triparty positions and resolve discrepancies promptly.
• Process Tri-party loans and allocation uploads in the Broadridge Impact (ICI) system.
• Generate and analyze reports on collateral allocation, usage, and sufficiency.
• Identify trends and areas for improvement in collateral allocation processes.
• Provide front office with morning collateral reporting for start of the trading day.
• Learn and navigate systems specific to MUFG.
• Ensure compliance with regulatory requirements and internal policies related to triparty allocations.
• Collaborate with risk management teams to assess and mitigate risks associated with collateral allocation.
• Participate in internal and external audits, providing necessary documentation and procedural explanations.
• Identify opportunities for automation and process enhancements to improve efficiency and accuracy.
• Collaborate with internal and external teams to implement and test system enhancements.
• Maintain operating procedures and task controls for triparty allocation processing tasks.
• Liaise with clients, counterparties, and custodians to resolve issues related to triparty allocations.
• Provide exceptional customer service and support to internal and external stakeholders.
• Communicate effectively to ensure all parties are informed about triparty allocation statuses and requirements.

Requirements

• 2-4 years of experience in triparty allocations with a broker-dealer.
• Strong analytical and problem-solving skills with a high attention to detail.
• Proficiency BONY Accessedge, BONY BDC, and intermediate to advanced MS Excel is required.
• Excellent communication, interpersonal and relationship management skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Ability to work under high pressure and multi-task.
• Highly motivated individual who is driven, enthusiastic, and eager to accomplish individual and team focused goals.
• Ability to analyze complex data and make informed decisions.
• Meticulous in ensuring accuracy and completeness in all tasks.
• Clear and effective communication with stakeholders at all levels.
• Proactively identifies issues and develops effective solutions.
• Collaborate effectively with colleagues and stakeholders.
• Ability to meet strict time deadlines throughout the trading day.

Skills

• Triparty allocations
• BONY Accessedge
• BONY BDC
• MS Excel
• Cash management process
• eCPO tool
• Broadridge Impact (ICI) system
• Data analysis
• Reporting
• Risk management
• Process improvement
• Automation

Location

• MUFG office or client sites

Work Type

• Hybrid

Experience Level

• Associate/AVP
• 2-4 years

Education Level

• Bachelor’s degree in finance, Economics, Business Administration, or a related field.

Salary/Compensations

• $91K - $121K

Benefits

• Comprehensive health and wellness benefits
• Retirement plans
• Educational assistance and training programs
• Income replacement for qualified employees with disabilities
• Paid maternity and parental bonding leave
• Paid vacation, sick days, and holidays

About the Company

• Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups.
• Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve.
• We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
• With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility.
• This means investing in talent, technologies, and tools that empower you to own your career.

Equal Opportunity

• We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business.
• We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.