Senior Associate, Genesis, Investor Trading Operations (Transfer Agency)

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more.

Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

#LI-Hybrid

 

We are in a process of strategically re-aligning our core functions across various global locations, we need a strong Senior Associate to join our central business team to help manage various queries and further help implement efficiencies across the different business functions.

Core Responsibilities:

Initially we expect the core focus of the role to cover the following:

• Ensuring correct categorisation of emails. Identify high touch emails and trading that has short turnarounds.  
• Management and oversight of all queries within Appian (our tech platform). Management and oversight of Appian Admin Portal. 
• Identify new system functionality and work with relevant parties to develop and implement.
• Ensuring end of day checks are completed, aged items are flagged to other internal departments for action, all cases have been allocated. Escalate where necessary.
• Identification of any system issues- work with relevant parties to resolve. Ensure internal departments are aware of alternative action to be taken to manage the case until the issue is resolved.
• Involvement in testing and roll out of new functionality.
• Monitoring and provision of reporting in relation to system uptake. Identify and report blockers preventing uptake. Assist in resolving these blockers. 
• Identify and implement improved processes for case management and standardisation.  
• Build and develop team in various locations globally with a continuous improvement mindset, focused on efficient workflows, adoption of technology such as AI, Appian, etc.

Key Requirements:

• Experience of working in fund administartion will be advantageous
• experience of working within Investor Operations will be advantageous as well
• You should be able to demonstrate an ability to assess urgent/critical items, prioritize cases, monitor workflows and escalate SLA risks
• Ability to adapt to and manage change, support technology adoption initiatives
• Strong collaboration, leadership and organizational skills.
• Excellent written and verbal communication skills when dealing with internal and external clients.