Talent.com
Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level)
Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level)MUFG Investor Services • Toronto, ON, CA
Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level)

Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level)

MUFG Investor Services • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Company Description

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

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

We’re in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

Still interested?

#LI-Hybrid

Job Description

You Will:

  • Act as a client’s main point of contact throughout the onboarding process, ensuring 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 traditional, hedge and private equity mandates.
  • Work as part of a team on large onboarding projects.
  • Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV 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.
  • Ad hoc tasks, as required.

#LI-Hybrid

Qualifications

You Have:

  • A minimum of 5 years’ experience in the 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

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.

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.

This is a newly created position.

Create a job alert for this search

Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level) • Toronto, ON, CA

Similar jobs

Client Onboarding Senior Specialist Focused on Asset Management

The Citco Group LimitedToronto
Full-time

Champion client integration as a Senior Specialist in Onboarding.Leverage your skills in fund structures and data migration to create outstanding client experiences as part of a dedicated team.In t...Show more

 • Promoted

Private Equity Investment Associate Role

ClairvestToronto, ON, CA
Full-time

Join a dynamic investments team as a Private Equity Associate, providing critical support in the investment process.Engage in extensive research, analysis, and due diligence for promising investmen...Show more

 • Promoted

Associate, Private Equity

American ExpressNorth York, Canada
Full-time

Choose a workplace that empowers your impact.Join a global workplace where employees thrive.One that embraces diversity of thought, expertise and experience.A place where you can personalize your e...Show more

 • Promoted

Associate, Private Equity

Alberta Investment Management Corporation (AIMCo)North York, Canada
Full-time

Current job opportunities are posted here as they become available.We are seeking to add talent to our growing investments team in Toronto.The role of Private Equity Associate is to support the inv...Show more

 • Promoted • New!

Life Underwriting Specialist/Consultant

Empire Lifemarkham, on, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app...Show more

 • Promoted

Venture Capital Intern - Wall Street Oasis

Wall Street Oasismarkham, on, ca
Full-time

Venture Capital Internship - WSO Global Talent Program.Wall Street Oasis is the largest career community focused on careers in finance, with over.Do you want experience that helps you build a stron...Show more

 • Promoted

Fund Finance Associate — Private Capital (Hybrid)

iCapitalToronto, ON, CA
Full-time

A leading financial services company in Toronto seeks a Private Capital Fund Finance Associate to join the Fund Finance team.This role involves managing fund accounting and financial reporting whil...Show more

 • Promoted

Reward & Equity Consultant - Senior Associate

Vialto PartnersToronto, ON, CA
Full-time

Vialto Partners is a market leader in global mobility services.Our purpose is to ‘Connect the world’.We are unique and the only stand‑alone global mobility business.This presents a rare opportunity...Show more

 • Promoted

Growth-Driven Private Equity & Funds Partner - Toronto

ZSA CanadaToronto, ON, CA
Full-time

A prominent law firm in Toronto is seeking a Private Equity/Investment Funds partner to join its team.The ideal candidate will have an established portable book of business at the $1M+ level, and w...Show more

 • Promoted

Associate, Private Equity

Connor, Clark & Lunn groupToronto, Canada
Full-time

We are looking for a Senior Analyst, Private Equity for a new vacancy on our Toronto based investment team.This is a unique opportunity to work closely with a small group of senior PE investment pr...Show more

 • Promoted

Client Care Specialist - Equiton

Equitontoronto, on, ca
Full-time +1

Reporting to the VP, Capital Markets, the.Client Care Specialist – Investor Support.Equiton’s growing Retail Sales team by ensuring the team operates efficiently and effectively.This role provides ...Show more

 • Promoted

Drive Fund Accounting and Reporting for Credit Investments

ONEXToronto, ON, CA
Full-time

Enhance fund operations as a Senior Associate specializing in credit.This hybrid role focuses on NAV reconciliation, performance reporting, and insightful financial analysis to support strategic de...Show more

 • Promoted

Private Equity Associate

Peloton Search PartnersToronto
Full-time

Peloton Search Partners is a Toronto based specialized recruitment firm with a focus on private capital investment professionals, capital markets and industry positions.We work closely with the mos...Show more

 • Promoted

Private Equity Associate

Clearspring Capital PartnersToronto, Canada
Full-time

Job SummaryClearspring Capital Partners is seeking an Associate to join our investment team.This is a unique opportunity to work closely with a small group of senior investment professionals in Tor...Show more

 • Promoted

Client Onboarding Specialist, Private Equity

MUFG Investor ServicesToronto, ON, CA
Full-time

Lead client onboarding as an Associate Director focused on Private Equity.Drive project management for client fund launches while ensuring stellar communication and rapport with all stakeholders.In...Show more

 • Promoted

Fund Accounting Lead — Private Equity Nav

The Citco Group LimitedToronto, Canada
Full-time

A leading financial services firm in Toronto seeks an experienced Fund Accounting Manager to lead a team of accountants.The role involves ensuring compliance with regulations, managing external aud...Show more

 • Promoted

Anaplan Senior Consultant

CodexGreater Toronto Area, Canada, Canada
Full-time

Remote with in occasional in office required in Toronto, ON.We’re working with a high-growth Anaplan Gold Partner that’s rapidly expanding its footprint across North America.With a team of 70+ Anap...Show more

 • Promoted

Private Equity Associate: Deal Execution & Growth

Novacap Management IncToronto, ON, CA
Full-time

A leading private equity firm is seeking an Associate to handle execution workstreams in Toronto.This role involves leading financial analysis, conducting due diligence, and managing complex invest...Show more