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
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

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.

Créer une alerte emploi pour cette recherche

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

Offres similaires

Client Onboarding Senior Specialist Focused on Asset Management

The Citco Group LimitedToronto
Temps plein

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...Voir plus

 • Offre sponsorisée

Private Equity Investment Associate Role

ClairvestToronto, ON, CA
Temps plein

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...Voir plus

 • Offre sponsorisée

Associate, Private Equity

American ExpressNorth York, Canada
Temps plein

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...Voir plus

 • Offre sponsorisée

Reward & Equity Consultant - Senior Associate

Vialto PartnersToronto, ON, CA
Temps plein

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...Voir plus

 • Offre sponsorisée

Growth-Driven Private Equity & Funds Partner - Toronto

ZSA CanadaToronto, ON, CA
Temps plein

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...Voir plus

 • Offre sponsorisée

Associate, Private Equity

Connor, Clark & Lunn groupToronto, Canada
Temps plein

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...Voir plus

 • Offre sponsorisée

Client Care Specialist - Equiton

Equitontoronto, on, ca
Temps plein +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 ...Voir plus

 • Offre sponsorisée

Drive Fund Accounting and Reporting for Credit Investments

ONEXToronto, ON, CA
Temps plein

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...Voir plus

 • Offre sponsorisée

Associate, Private Equity

Alberta Investment Management Corporation (AIMCo)Toronto, Canada
Temps plein

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...Voir plus

 • Offre sponsorisée • Nouvelle offre

Private Equity Specialist

hackajobToronto, Canada
Temps plein

Talent Engagement Specialist @ hackajob | Bringing great people together with great companiesIB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time)hackajob is looking for exper...Voir plus

 • Offre sponsorisée

Private Equity / Investment Banking Associate | Remote

Crossing HurdlesToronto, Canada
Télétravail
Temps plein

Position: Private Equity Associate – AI TrainerType: ContractCompensation: $100 – $200/hourLocation: RemoteCommitment: 10-40 hours/weekRole ResponsibilitiesDevelop, review, and refine financial mod...Voir plus

 • Offre sponsorisée

Life Underwriting Specialist/Consultant

Empire Liferichmond hill, on, ca
Temps plein +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...Voir plus

 • Offre sponsorisée

Private Equity Associate

Peloton Search PartnersToronto
Temps plein

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...Voir plus

 • Offre sponsorisée • Nouvelle offre

Private Equity Associate

Clearspring Capital PartnersToronto, Canada
Temps plein

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...Voir plus

 • Offre sponsorisée

Client Onboarding Specialist, Private Equity

MUFG Investor ServicesToronto, ON, CA
Temps plein

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...Voir plus

 • Offre sponsorisée

Fund Accounting Lead — Private Equity Nav

The Citco Group LimitedToronto, Canada
Temps plein

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...Voir plus

 • Offre sponsorisée

Advisor Support Associate - Worldsource Wealth Management

Worldsource Wealth Managementmarkham, on, ca
Temps plein

This role may be based in either Markham, ON or Vancouver, BC.Reporting to the Director, Partnerships and working in a fast-paced MFDA/IIROC regulatory environment, the Advisor Support Associate wi...Voir plus

 • Offre sponsorisée

Private Equity Associate: Deal Execution & Growth

Novacap Management IncToronto, ON, CA
Temps plein

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...Voir plus