Senior Associate, Investor Relations; Private Equity

Senior Associate, Investor Relations (Private Equity)
About MUFG Investor Services:  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 deliver clients access to fund administration, middle‑office outsourcing, custody, foreign exchange, trustee services, depository, securities lending, and other banking services.

Job Description

Support quality control of daily deliverables in line with company policies on investor registration, transactions, reporting, and cash.

Serve as primary contact for client inquiries and deliverables, ensuring timely completion within service level agreements and escalating issues when necessary.

Prepare capital calls, distributions, and investor allocations, ensuring accuracy and alignment with fund documentation.

Calculate fee schedules and waterfall models, maintaining compliance with fund terms.

Contribute to a positive team culture through regular check‑ins, knowledge sharing, and collaboration.

Assist management with departmental initiatives, projects, and risk mitigation efforts.

Qualifications

Diploma or bachelor’s degree in a business‑related field, or equivalent combination of education and experience.

Experience in financial services, fund administration, asset management, banking, or client service.

Experience in private equity funds is an asset.

Familiarity with investor services processes is an asset.

Professional designations (e.g., ACCA, CPA, CMA) or working toward one are considered an asset but not required.

Pay range: CAD 63,750 - CAD 93,500

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.

MUFG is an equal opportunity employer.

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