MUFG Investor Services Logo

MUFG Investor Services

Associate Director, Private Equity Fund - Client Onboarding Specialist

Posted 24 Days Ago
Be an Early Applicant
Hybrid
Toronto, ON, CAN
Senior level
Hybrid
Toronto, ON, CAN
Senior level
Manage client onboarding for private equity, real estate, and debt fund launches and conversions. Serve as the primary client contact, coordinate Sales and Integration handoffs, prepare agreements, oversee system and accounting setup, manage stakeholders, ensure compliance with ISAE/SOC standards, and provide guidance to operations team members.
The summary above was generated by AI
Company Description

MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.

With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.

Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution. 

#LI-Hybrid

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.

MUFG is an equal opportunity employer.

Similar Jobs

Yesterday
Hybrid
Toronto, ON, CAN
Senior level
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
Designs scalable, secure software architectures aligned with business goals and architectural standards. Responsibilities include creating capability catalogs, leading Architectural Decision Records and high-level designs, participating in architecture governance, evaluating technologies, collaborating with stakeholders, mentoring engineering teams, and driving technology strategies. The role requires extensive software engineering and solution architecture experience, including public cloud expertise and work in regulated environments.
Top Skills: AWSGCPAzureTogaf
Yesterday
Hybrid
Toronto, ON, CAN
Senior level
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
Leads the Paid Search and Low Funnel Display performance marketing function, managing a team, multi-million-dollar campaigns, agency relationships, channel strategy, testing, optimization, analytics, reporting, and cross-functional execution. The role owns bidding, attribution, audience targeting, marketing operations, and emerging AI-driven search initiatives while partnering with data, technology, creative, legal, and business teams to drive customer acquisition and efficiency.
Top Skills: Chatgpt AdsCm360Customer Match ManagementData WarehousesDemand GenGoogle AdsMicrosoft AdvertisingPerformance MaxSa360Tag Management SystemsYahoo
Yesterday
Hybrid
Toronto, ON, CAN
Internship
Internship
Fintech • Machine Learning • Payments • Software • Financial Services
Summer 2027 strategy internship involving information gathering, data analysis, hypothesis development and testing, and communicating recommendations to business stakeholders. Projects may address fraud trends, credit card product recommendations, customer spending prediction models, and process improvement. Interns collaborate with strategy analysts, data scientists, product managers, and internal stakeholders in a hybrid Toronto office environment.
Top Skills: PythonSQL

What you need to know about the Toronto Tech Scene

Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account