Associate Director, Investor Delivery - Private Equity

About the role

MUFG Investor Services, a division of Mitsubishi UFJ Financial Group, provides asset servicing and operational solutions to public and private funds, including fund administration, banking, payments, custody and regulatory services. Reporting to the Director, Nexus, Investor Delivery, this Associate Director role supports senior leadership on department initiatives, projects and budget adherence, and manages the investor delivery team.

Key responsibilities

• Ensure the investor registration, dealing, reporting and cash processes follow company and department policies.
• Make sure the investor operations (IO) team delivers a professional, positive client integration experience.
• Handle sensitive or escalated client, investor, fund manager and internal queries to a high standard.
• Work with the internal AML team and administrators so AML requirements are met, and review and sign schedules, reports and files in line with controls.
• Allocate resources so work is done and service level agreements are met.
• Manage direct reports through regular one-to-ones, performance discussions, coaching and annual reviews, and foster their development.
• Take part in the internal CRM framework, service review calls with clients, CSMs and other departments, and champion team initiatives and process improvements.
• Support and promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty.

Required profile

• University degree in Finance or Accounting.
• At least 5 years in fund administration, including managing staff (other administrators, investment managers or fund auditors).
• In-depth understanding of the fund industry and knowledge of investor operations.
• Client/customer service management experience and people leadership skills.
• Team management experience in investor services, fund administration or a related field.
• Preferred: good knowledge of private markets (private equity, private debt and real estate).

Required skills

• Ability to work independently and collaboratively, with strong PC skills; Microsoft Excel is an asset.
• Strong organisational skills, written and verbal communication, and a risk-adverse approach to resource management.
• Preferred: experience with Investran or Yardi.