Mitsubishi UFJ Financial Group, Inc

Associate Director, Business Data Office, Client Data Team (Onboarding team)

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in fund administration, investment management, or audit understanding fund structures and data flows.
  • Strong project experience in onboarding, conversions, or data migrations to manage complexity and timelines.
  • Advanced Excel skills with large, complex datasets for accuracy assurance.
  • Solid understanding of accounting principles for validating NAV and financial data.
  • Sharp attention to detail and problem-solving skills for early issue detection and process improvement.

Responsibilities

  • Lead end-to-end system setups and data configuration for new fund launches and client onboarding.
  • Manage complex data migrations, reinitialization, and system reconfiguration processes.
  • Build and maintain accurate fund structures using offering documents and best practices.
  • Analyze NAV and share registry data to resolve discrepancies before go-live.
  • Coordinate conversion plans and timelines, ensuring alignment among internal teams.
  • Champion data quality to meet internal standards and regulatory requirements (ISAE/SOC).
  • Create and refine standard operating procedures to simplify onboarding processes.

Benefits

  • Collaborative work environment with cross-functional teams.
  • Opportunity to shape client experience significantly during critical onboarding.
  • Engagement in digital transformation initiatives within financial services.
  • Access to advanced data management platforms and tools.
Full Job Description
We're growing our onboarding and data implementation capabilities as more clients move onto MUFG's platform, and we need someone who can take ownership of this critical work. In this role, you'll lead the setup and migration of fund and client data, making sure everything is accurate, compliant, and delivered on time. You'll work closely with teams across the business to bring new funds live smoothly and improve how we do things along the way. Your work will directly shape the client experience at one of the most important moments in their journey with us. What You'll Own • Lead end-to-end system setups and static data configuration for new fund launches and client onboarding • Manage complex conversions, including data migration, reinitialization, and system reconfiguration • Build and maintain accurate fund structures using offering documents and best practices • Analyze NAV and share registry data to identify and resolve discrepancies before go-live • Coordinate conversion plans and timelines with internal teams, keeping everyone aligned and informed • Champion data quality by ensuring all setups meet internal standards and regulatory requirements (ISAE/SOC) • Create and refine standard operating procedures to simplify and scale onboarding processes • Partner with Technology and Product teams to automate and improve how client and investor data is managed Qualifications What You Bring Essential • Experience in fund administration, investment management, or audit, so you understand fund structures and data flows • Strong project experience in onboarding, conversions, or data migrations, allowing you to manage complexity and timelines with confidence • Advanced Excel skills and comfort working with large, complex datasets to ensure accuracy • Solid understanding of accounting principles, helping you validate NAV and financial data • Sharp attention to detail and problem-solving skills, enabling you to catch issues early and improve processes Valued • Experience with systems like Advent Geneva, Investran, Yardi, Mantra, Flexcube, Sentry,Workiva, Finbourne, Lemonedge or similar platforms • Familiarity with data tools, warehouses, or workflow platforms like JIRA or Workiva • Exposure to digital transformation or automation initiatives in financial services • Experience working across private equity, hedge funds, or traditional fund structures If you're someone who takes ownership, enjoys solving complex data challenges, and thrives in a fast-moving environment, we'd love to hear from you. Even if you don't meet every requirement, strong analytical thinkers with onboarding or fund experience are encouraged to apply.

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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