Minimum 5 years' experience in Private Equity/Real Estate funds industry
Third Level qualification or College Undergraduate Degree preferred
Strong client relationship management skills
Experience specifically within the Private Equity sector
Demonstrated project leadership or senior role in client onboarding projects
Responsibilities
Serve as the primary contact for clients during the onboarding process
Manage the onboarding of new client/fund launches and conversions
Facilitate the transition from Sales Team to Client Integration Team
Prepare and oversee administration agreements for client onboarding
Act as a subject matter expert on MUFG systems related to fund mandates
Collaborate with banks, auditors, and custodians for seamless setup
Provide leadership and guidance to the operations team
Benefits
Commitment to responsible use of AI tools in recruitment
Transparency in recruitment processes
Support for professional development and organizational initiatives
Full Job Description
Job Description
Act as a client's main point of contact throughout the onboarding process, ensuring a productive rapport is established.
Project manage the onboarding of new client/fund launches and conversions.
Coordinate hand off from Sales Team to Client Integration Team.
Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
Act as a subject matter expert on internal MUFG systems across private equity, real estate and debt fund mandates.
Work as part of a team on large onboarding projects.
Liaising with banks, auditors, brokers, custodians and internal organizational groups to ensure smooth set-up of communication channels, accounts, systems, due diligence.
Provide expertise, direction and leadership to members of the operations team.
Perform and review internal accounting and shareholder service system set-ups.
Respond to clients ensuring superior customer service is provided.
Work well with internal stakeholders to ensure smooth on-boarding of new funds.
Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
Ensure internal checklists are completed and signed off.
Qualifications
A minimum of 5 years' experience in the Private Equity/Real Estate funds industry
Third Level qualification / College Under Graduate Degree desirable
Client focused with proven ability to manage client relationships
Experience within the Private Equity space
Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)
Additional Information
We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates' applications align with the requirements of the role.
All AI recommendations are reviewed by our recruitment team before any decisions are made.
More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.
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.
