At a Glance
- Tasks: Lead client onboarding for private equity funds and manage project timelines.
- Company: Join MUFG Investor Services, a global leader in asset servicing solutions.
- Benefits: Competitive salary, continuous learning, and a hybrid work environment.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make an impact in a dynamic industry while growing your career.
- Qualifications: 5+ years in private equity and strong client relationship skills required.
The predicted salary is between 76730 - 112537 $ per year.
- Associate Director, Private Equity Fund - Client Onboarding Specialist
- Full-time
- Rank: Associate Director
- Employment Type: Permanent Full Time
- Compensation: CAD 76,730 - CAD 112,537 - yearly
- 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.
- #LI-Hybrid
- Act as aclient’s main point of contact throughout the onboarding process, ensuring a productive rapport is established.
- Project manage the onboarding of new client/fund launches and conversions.
- Coordinate hand off from Sales Team to Client Integration Team.
- Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
- Act as a subject matter expert on internal MUFG systems across private equity, real estate and debt fund mandates.
- Work as part of a team on large onboarding projects.
- Liaising with banks, auditors, brokers, custodians and internal organizational groupsto ensure smooth set-up of communication channels, accounts, systems, due diligence.
- Provide expertise, direction and leadership to members of the operations team.
- Perform and review internal accounting and shareholder service system set-ups.
- Respond to clients ensuring superior customer service is provided.
- Work well with internal stakeholders to ensure smooth on-boarding of new funds.
- Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
- Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
- Ensure internal checklists are completed and signed off.
- A minimum of 5 years’ experience in the Private Equity/Real Estate funds industry
- Third Level qualification / College Under Graduate Degreedesirable
- Client focused with proven ability to manage client relationships
- Experience within the Private Equity space
- Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)
We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence.
At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.
All AI recommendations are reviewed by our recruitment team before any decisions are made.
More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.
MUFG is an equal opportunity employer.
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Associate Director, Private Equity Fund in Toronto employer: MUFG
MUFG offers a dynamic and inclusive workplace that emphasizes continuous learning and professional development. Employees benefit from a collaborative team environment and work-life integration, which fosters personal and career growth. With a global presence and a strong financial foundation, MUFG provides opportunities to engage with complex challenges in the investment management landscape.
