Associate Director, Private Equity Fund - Client Onboarding Specialist
MUFG Investor Services · CA
24 days agoImpress employers and recruiters.
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About the Role
MUFG Investor Services provides asset servicing solutions to the global investment management industry. We offer challenging and rewarding careers in a diverse and inclusive workplace that rewards contribution.
Responsibilities
- Act as the client's main point of contact throughout the onboarding process, ensuring a productive rapport.
- Project manage the onboarding of new client/fund launches and conversions.
- Coordinate handoff from the Sales Team to the Client Integration Team.
- Prepare and ensure administration agreements are reviewed and signed off by appropriate parties.
- Act as a subject matter expert on internal MUFG systems for private equity, real estate, and debt fund mandates.
- Collaborate with team members on large onboarding projects.
- Liaise with banks, auditors, brokers, custodians, and internal groups to ensure smooth setup of communication channels, accounts, systems, and due diligence.
- Provide expertise, direction, and leadership to operations team members.
- Perform and review internal accounting and shareholder service system setups.
- Respond to clients, ensuring superior customer service.
- Work effectively with internal stakeholders to ensure smooth onboarding of new funds.
- Support the rollout of new products and banking services as required.
- Ensure full compliance with ISAE/SOC standards for onboarding or conversion of new funds.
- Ensure internal checklists are completed and signed off.
Requirements
- A minimum of 5 years’ experience in the Private Equity/Real Estate funds industry.
- Client focused with proven ability to manage client relationships.
- Experience within the Private Equity space.
- Previous experience either leading or having a senior role in projects, client onboarding projects preferred.
Location
- Hybrid
Work Type
- Permanent Full Time
- Hybrid
Experience Level
- Associate Director
Education Level
- Third Level qualification / College Under Graduate Degree desirable
Salary/Compensations
- CAD 76730 - CAD 112537 - yearly
About the Company
- 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.
Equal Opportunity
- MUFG is an equal opportunity employer.