Mitsubishi UFJ Financial Group, Inc

Associate Director, Business Data Office, Client Data Team

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education or university degree in accounting or a related field.
  • Experience in Public Accounting or Private Equity, especially with fund administrators or investment managers.
  • Proven experience in managing onboarding, conversions, or data migration projects.
  • Familiarity with data analysis and querying tools.
  • Experience with Investran or similar systems is a plus.

Responsibilities

  • Manage system and static data setups for new client onboarding and conversions.
  • Plan and oversee conversion activities with various internal teams.
  • Setup and load fund NAV and share registry information during conversions.
  • Establish productive rapport throughout the onboarding process.
  • Create funds/clients in systems based on offering documents.
  • Standardize and simplify processes for maintaining client and investor data.
  • Participate in initiatives to digitize and automate data management.
  • Act as a subject matter expert on MUFG systems for various investment mandates.

Benefits

  • Vibrant company culture fostering innovation and client focus.
  • Commitment to continuous learning and development opportunities.
  • Hybrid working model that promotes work-life balance.
Full Job Description
Company Description

About MUFG Investor Services:

Experience something Brilliantly Different with a career at MUFG Investor Services.

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing.

We're in 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

#LI-Hybrid

Job Description

Reporting to the Director, Business Data Office, Client Data Team, key responsibilities include:
  • Manage all aspects of system and static data setups for new client onboarding and conversions.
  • Plan and oversee all conversion activities liaising with Client Integration, Client Operations and Investor Operations.
  • For conversions and parallel, setup and load the latest fund NAV and share registry information to the applicable systems.
  • Take ownership of the systems setups throughout the onboarding process, ensuring productive rapport is established.
  • Create the funds/clients in the appropriate systems based on the offering documents and best practices.
  • Assist in standardizing and simplifying processes for creating and maintaining client and investor data.
  • Participate in multiple initiatives with Technology, Product and other stakeholders to digitize and automate the ingestion and maintenance of client and investor data.
  • Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
  • Perform and review internal accounting and shareholder service system set-ups.

#LI-Hybrid

Qualifications
  • Post-secondary education or university degree, preferably in accounting, or equivalent combination of education and experience.
  • Experience in Public Accounting or Private Equity, including roles with fund administrators, investment managers, or fund auditors.
  • Proven track record in leading or playing a senior role in onboarding, conversions, data migrations, or digital transformation projects.
  • Familiarity with data analysis and querying tools/concepts.
  • Experience with Investran or similar systems is an asset but not required.


Additional Information

What's in it for you to join MUFG Investor Services?

Take a look at our careers site and you'll find everything you'd expect from a career with the fastest-growing business at one of the world's largest financial groups. Now take another look. Because it's how we defy expectations that really defines us. You'll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.

So, why settle for the ordinary? Apply now for a Brilliantly Different career.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

About Mitsubishi UFJ Financial Group, Inc

Mitsubishi UFJ Financial Group, Inc. (MUFG) is a Japanese financial services company headquartered in Tokyo, Japan. It is the holding company for the Mitsubishi UFJ Financial Group (MUFG), one of the largest financial groups in the world by assets. MUFG offers a wide range of financial services, including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The company has a global presence, with operations in Asia, Europe, the Americas, and other regions. MUFG is committed to sustainability and social responsibility, and has implemented various initiatives to promote environmental protection, social welfare, and diversity and inclusion.
Learn more about Mitsubishi UFJ Financial Group, Inc
Size
135,049 employees
Market Cap
$85.1 billion
Industry
Net Income
$550.9 billion
5 Year Trend
-2.2%
NASDAQ

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