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MUFG Investor Services

Supports investment funds with asset servicing

Associate – Investor Delivery

Operations & LogisticsConfirmed live in the last 24 hours
Full-timeHalifax Regional Municipality, NS, CanadaNo salary listed

About the Job

Requirements

  • 0–2 years of experience in financial services, fund administration, asset management, banking, or client service.
  • Knowledge of investor services processes and related functionalities is an asset.
  • Existing client or customer service experience is ideal.

Responsibilities

  • Complete daily deliverables with quality while following company and department policies and procedures relating to investor registration, dealing, reporting, and cash.
  • Complete deliverables within service-level agreements and escalate client or deliverable issues where required and appropriate.
  • Respond to queries from clients, investors, fund managers, or internal MUFG departments to a high-quality standard.
  • Perform allocated daily tasks, processes, and deliverables with accuracy and quality.
  • Participate in regular team check-in meetings or calls, sharing information and ideas and supporting colleagues in a positive team culture.
  • Support management in department initiatives, projects, and risk mitigation.
  • Support and promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness, and Honesty.

Desired Qualifications

  • A diploma or bachelor's degree in a business-related field, or relevant experience.

About the Company

MUFG Investor Services

Supports investment funds with asset servicing

MUFG Investor Services provides asset servicing and operational support to investment managers, institutional investors and asset owners. Its services include fund administration, middle-office outsourcing, investor recordkeeping, custody, banking and financing for alternative and traditional investment funds. Teams support financial reporting, portfolio operations, regulatory filings and fund transactions, while technology specialists maintain the systems used to process and monitor investment data. The business also advises clients on operating models and technology improvements. Launched in 2013, MUFG Investor Services is headquartered in George Town, Cayman Islands.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
George Town, Cayman Islands
Founded
2013

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