Associate, Genesis, Investor Trading Operations

Role Purpose

Be an integral member of the Investor Operations team’s daily operations, while providing quality client service, and ensuring adherence to company/department policies and procedures.

In this role, you will be overseeing and executing various functions related to investors, to ensure seamless fund operations. Key responsibilities:

• Process investor subscriptions, redemptions, and transfers accurately and efficiently. Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
• Maintain up-to-date investor records, ensuring data integrity and compliance with regulatory requirements. Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate.
• Collaborate with internal teams, including client services and fund accounting, to address investor inquiries and resolve issues promptly. Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard and provide assistance and guidance to the team members in query responses.
• Work with immediate Line Manager on testing, change requests and adoption of new technologies to enhance service offering.
• Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture.
• Support and Promote MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty.

• Diploma or Bachelor degree preferably in a business related field or related experience
• 1+ years’ experience, preferably in financial services, fund administration, asset management, banking or client service
• Knowledge of Investor Services processes and related functionalities will be considered 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, you’ll find everything you’d expect from a global financial institution — and more.
What sets us apart is how we do things differently.

You’ll experience it in our connected teams, our focus on innovation, and the way we invest in your learning and growth. We’re serious about hybrid working too — giving you the flexibility to do your best work while staying connected to your team and our culture.

So why settle for the ordinary?
Build a Brilliantly Different career with us.