Associate Director, Client Operations, Fund Administration - Private Equity 4 days ago Be among the first 25 applicants 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 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. Job Description This growth oriented position will have the primary responsibility of providing the full range of fund administration services to private equity and private credit team. This individual will be responsible for understanding and applying current accounting principles to the accounting and financial reporting of funds and for reviewing transaction and valuation information. A partial list of responsibilities and skills includes: Primary contact to client on daily operational, issue discussion and any other request Review of Net Asset Value calculation and associated reporting. Coordinate investor capital activities, annual financial audit and other statutory reporting. Maintain a working understanding of fund documentation(s) and apply the terms to the financial reporting and the income and expense allocations. Maintain a working knowledge of current accounting principles and developing solutions for issues Liase with banks, auditors, brokers and custodians to ensure smooth service delivery to clients and timely completion of deliverables Involved in new funds on-boarding process Resolve issues/queries raised clients in a timely manner and maintain a high level of client satisfaction Identify and highlight opportunities for internal process improvement and increase in operational efficiency Responsible of work allocation and team utilisation. Assist on coordination of resources and make sure that appropriate cross training and coverage is in place to meet client and organizational expectations for deliverables. Participate in company and client initiatives outside of normal deliverables and responsibilities Perform other duties as assigned and incidental to the work described above Qualifications Hold a university degree in Finance/ Accounting, qualified accountant or other relevant qualification preferred Have a minimum of 5 years progressive accounting/ audit/ fund administration experience in private credit or private equity with experience managing staff. In-depth understanding of fund industry. Good knowledge on private credit or loan product would be an advantage. Strong computer skills with strength in Microsoft Office products and willing to embrace new technologies for efficient solution. Proficiency with Microsoft Excel is particularly asset. Strong knowledge in IFRS, US GAAP and Singapore GAAP. Experience with accounting software: Investran would be an advantage 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. Seniority level Mid-Senior level Employment type Full-time Job function Finance #J-18808-Ljbffr
Executive Director, Data Protection Officer 3 days ago Be among the first 25 applicants Company Description 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. Job Description Reporting to the General Counsel, MUFG Investor Services, the Data Protection Officer will be responsible for the management of the Global Data Protection Office, advising and guiding the organisation in meeting its data protection and AI governance obligations across all key jurisdictions of the business and will perform the following tasks (not an exhaustive list): Manage a team of data protection specialists across a number of jurisdictions Build and maintain effective relationships with key stakeholders across the organisation Provide advice and guidance to stakeholders on compliance with data protection and AI governance obligations Collaborate with stakeholders to embed data protection requirements into key processes and controls and oversee the mitigation of data protection risks across the organisation Lead the implementation and ongoing enhancement of the AI governance framework to ensure responsible deployment of AI Tools and compliance with the EU AI Act 2024 Oversee and manage the continuous improvement of the data protection programme Report to governance and oversight forums on data protection risks, initiatives, compliance with data protection obligations and the status of the data protection programme Provide advice on data protection impact assessments, privacy impact assessments, AI assessments and third party assessments. Oversee the review of data protection processing, data sharing agreements and standard contractual clauses in conjunction with the Legal Team Cooperate with supervisory authorities in each jurisdiction in which MUFG Investor Services operates Facilitate the exercise of data subject rights Be a controlled function role holder specified by the Financial Conduct Authority (FCA) and therefore designated as requiring a high level of fitness and probity. Qualifications 10 years’ experience in Data Protection, having served as appointed Data Protection Officer during this period Experience in managing Data Protection, Risk or Compliance Functions or Teams Experience working in either Funds, Banking or other Financial Services or experience working in a fast-paced client service environment Degree in Law, Business or related field Relevant data protection qualification such as CIPP, CIPM or similar Strong knowledge of the General Data Protection Regulation and working knowledge of other data protection regimes Knowledge of AI concepts, risks and benefits and EU AI Act 2024 requirements AI Governance certification or willingness to pursue Ability to work on own initiative and collaborate with and influence stakeholders at all levels Pragmatic and commercially focused problem solver Experience with OneTrust or other privacy management tools a plus This role is a Controlled Function (CF) role under the Central Bank of Ireland’s Fitness and Probity regime. 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. MUFG is an equal opportunity employer. Seniority level Not Applicable Employment type Full-time Job function Legal #J-18808-Ljbffr
Managing Director, Client Operations, Head of Client Delivery Private Markets (EU/NA) 2 days ago Be among the first 25 applicants Company Description 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. Job Description Reporting to the Managing Director of Client Operations for EU/NA we're seeking an exceptional leader for a rapidly growing PERA team. Your core focus will be staff engagement, client satisfaction, leading and driving change in operating model and being a key stakeholder in designing and sponsorship of that model. Key Responsibilities Include The Following Team leadership encompassing high staff engagement, talent development and building strength and depth within the group. Managing a team across multiple jurisdictions. Maintaining excellent client satisfaction through exceptional delivery of service and responsiveness to client needs. A continuous focus on risk and enhancement of our control environment through automation, controls and staff training amongst others. Measurement of key KPI's and targets including budget adherence, productivity targets and risk reduction. Being a key stakeholder in evolution of our operating model with input into the design and selection of technology that will enhance the efficiency, scalability and effectiveness of our processes. Sponsor and drive change across our multiple jurisdictions as required to ensure maximum adherence to aforementioned operating model as it evolves. Deploy staff in optimum location mix that best serves our business and our clients. This should also encompass D&I. Support business development opportunities both directly and indirectly through ensuring depth of talent capable of showcasing our firms’ operational capabilities. Develop close relationships with key stakeholders in 1st and 2nd line departments who are key to supporting the business. Visit both staff locations and clients’ offices periodically to build, foster and evaluate relationships. Demonstrate proactive approach to industry and regulatory changes that will impact our clients. The role is a Controlled Function (CF) role under the CBI Fitness & Probity regime. Qualifications Accounting qualification or equivalent financial designation. At least 10 years’ experience working at a similar level in Financial Services or Fund Administration more broadly, a proportion of which should be directly in the Private Assets space. Solid technical understanding of alternative investment types, structures, regulatory environment and market participants across the core domiciles used in this space. Familiar with accounting platforms such as Investran and Yardi. Exceptional communicator, both verbally and written. Strong business acumen with history of sound business decision making. History of being solution orientated when it comes to problem solving. 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. Seniority level Executive Employment type Full-time Job function Accounting/Auditing Referrals increase your chances of interviewing at MUFG Investor Services by 2x. #J-18808-Ljbffr
Senior Associate, Investor Operations, AML 1 day ago Be among the first 25 applicants Company Description 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. Job Description Be an integral member of the AML team’s daily operations, providing quality client service with the guidance of MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients, Openness and Honesty. Support the quality control review process of daily deliverables adhering to company and department policies and procedures relating to AML, Data Governance and Outsourcing. Be a main contact for daily client inquiries and deliverables within your team, striving to consistently complete deliverables within SLAs, escalate any client or deliverable issues where required and appropriate. Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments adhering to a high quality standard and provide assistance and guidance to the team members in query responses. Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables. Actively participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture. Support management in department initiatives, projects, risk mitigation. Support and Promote MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty. Qualifications Diploma or Bachelor degree in a business related field preferred or relevant experience. Some existing experience in financial services, fund administration, asset management, banking or client service. Demonstrate an ability to problem solve and provide guidance, assistance when required. Attention to detail and accuracy. Client/customer service experience. Knowledge of AML processes and related functionalities. Strong PC-based experience. Time management and organizational skills with ability to prioritize and meet deadlines. Professional written and verbal communication skills. Demonstrate business logic and risk adverse approach to processes. Demonstrate leadership/responsibility within a team in AML, fund administration or relevant industry. 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 working with one of the fastest-growing businesses 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. So, why settle for the ordinary? Apply now for your next Brilliantly Different opportunity. We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. Seniority level Associate Employment type Full-time Job function Finance #J-18808-Ljbffr
Executive Director, Data Protection Officer 1 day ago Be among the first 25 applicants Company Description 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. Job Description Reporting to the General Counsel, MUFG Investor Services, the Data Protection Officer will be responsible for the management of the Global Data Protection Office, advising and guiding the organisation in meeting its data protection and AI governance obligations across all key jurisdictions of the business and will perform the following tasks (not an exhaustive list): Manage a team of data protection specialists across a number of jurisdictions Build and maintain effective relationships with key stakeholders across the organisation Provide advice and guidance to stakeholders on compliance with data protection and AI governance obligations Collaborate with stakeholders to embed data protection requirements into key processes and controls and oversee the mitigation of data protection risks across the organisation Lead the implementation and ongoing enhancement of the AI governance framework to ensure responsible deployment of AI Tools and compliance with the EU AI Act 2024 Oversee and manage the continuous improvement of the data protection programme Report to governance and oversight forums on data protection risks, initiatives, compliance with data protection obligations and the status of the data protection programme Provide advice on data protection impact assessments, privacy impact assessments, AI assessments and third-party assessments. Oversee the review of data protection processing, data sharing agreements and standard contractual clauses in conjunction with the Legal Team Cooperate with supervisory authorities in each jurisdiction in which MUFG Investor Services operates Facilitate the exercise of data subject rights Be a controlled function role holder specified by the Financial Conduct Authority (FCA) and therefore designated as requiring a high level of fitness and probity. Qualifications 10 years’ experience in Data Protection, having served as appointed Data Protection Officer during this period Experience in managing Data Protection, Risk or Compliance Functions or Teams Experience working in either Funds, Banking or other Financial Services or experience working in a fast-paced client service environment Degree in Law, Business or related field Relevant data protection qualification such as CIPP, CIPM or similar Strong knowledge of the General Data Protection Regulation and working knowledge of other data protection regimes Knowledge of AI concepts, risks and benefits and EU AI Act 2024 requirements AI Governance certification or willingness to pursue Ability to work on own initiative and collaborate with and influence stakeholders at all levels Pragmatic and commercially focused problem solver Experience with OneTrust or other privacy management tools a plus This role is a Controlled Function (CF) role under the Central Bank of Ireland’s Fitness and Probity regime. 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. MUFG is an equal opportunity employer. #J-18808-Ljbffr
Senior Associate, Client Operations, Fund Administration Company Description 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. Job Description Reporting to the Associate Director of Client Operations, you will: Provide a full range of fund accounting services to hedge fund clients, including NAV preparation, reviewing corporate actions, verifying security pricing, performing cash and security position reconciliations. Provide a complete range of fund administration services to hedge fund clients and investors, including compliance procedures, working with investment managers, brokers, custodians and auditors. Provide customer service to hedge fund managers and investors. Participate in multiple system improvement projects and automation projects. Qualifications You Have: A University Degree in a relevant field or an equivalent combination of education and related work experience. A qualified Accountant would be Ideal but not necessary. Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel is an asset. An understanding of securities such as equities, bonds, forwards, futures, options. Advanced investigative, and problem solving skills. 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. Seniority level Associate Employment type Full-time Job function Finance #J-18808-Ljbffr
Director, Client Operations, Fund Administration 2 days ago Be among the first 25 applicants 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. Job Description Provide the full range of fund accounting and administration services to private equity fund clients, including Net Asset Value (NAV) preparation and review, custody servicing, investor record keeping and reporting. Manage a team of Fund Accountants in performing accounting and administration service delivery to customers and train staff on all aspects of the NAV process. Work with banks, auditors, brokers and custodians to ensure smooth service delivery to customers and completion of NAV. Approve fee schedules including calculation of management and carried interest, ensuring all calculations follow applicable fund documents. Review and approve investor allocations for each NAV cycle, waterfall calculation and reviews, custody trading documents, Subscription and process Capital Calls and distributions wires, ensuring execution as instructed by clients and deadlines are met. Work with both the internal AML team, and the administrators, ensuring all AML requirements are met. Respond to all client queries. Review and sign any schedules, reports and files for review ensuring they are completed in compliance with organization controls. Resource Allocation to ensure that all work is carried out and Service level agreement met. Approve payment of fund expenses in applicable banking systems, ensuring controls are followed. Help with preparation and review of audited financial statements and annual audit. Review reporting for the regulatory authorities. Establish fund or client specific procedures covering all aspects of our services; Ensure cross training and cover in place for all services provided to client. Help with the growth of the local office. Create ideas for improving the NAV process, technological improvements and client reporting. Participate in multiple system initiatives and projects. Qualifications Hold a university degree in Banking/ Finance/ Mathematics/ Accounting/Economics, qualified accountant or other relevant qualification preferred. Have a minimum of 12 years progressive fund administration experience in servicing a Private Equity and/or Real Estate Clients. Demonstrable experience working in the fund administration industry with experience managing staff. This can include other administrators, investment managers or fund auditors. Experience with the fund administration business and the drivers of profitability and success. High proficiency with Microsoft Excel is an essential requirement for this role. In-depth understanding of the private equity fund administration industry. This includes multiple fund structures, fee calculations, financial instruments and fund offering documentation review. Experience with fund accounting software Geneva, Investran or Yardi would be beneficial. Additional Information 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 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive. MUFG is an equal opportunity employer. Seniority level Director Employment type Full-time Job function Finance #J-18808-Ljbffr
Associate, Investor Operations, Fund Administration (Fixed Term Contract) Experience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing. We’re in 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive. Job Description Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash. Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate. Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses. Perform allocated daily tasks, processes and deliverables with accuracy and quality. Actively participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture. Support management in department initiatives, projects, risk mitigation. Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty. Qualifications Diploma or Bachelor's degree in a business related field preferred or relevant experience. Experience in financial services, fund administration, asset management, banking or client service. Knowledge of Investor Services/Transfer Agency processes and related functionalities an asset. Existing client/customer service experience would be ideal. Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset. Additional Information MUFG is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance #J-18808-Ljbffr
Experience something Brilliantly Different with a career at MUFG Investor Services. MUFG Investor Services is part of the Mitsubishi UFJ Financial Group and partners with over 480 global investment firms to provide administration, asset services, banking, and fund financing. Operating across 17 global locations, we are proud to foster a culture where Brilliantly Different talent thrives. Job Description In the role of Associate Director, Finance Change at MUFG Investor Services, you will play a vital role in supporting Continuous Improvement initiatives across our Corporate Controller and Finance Operations teams, to optimize processes, enhance technology and ensure alignment with business objectives. The role also plays a key role in our Finance Transformation Roadmap. This position involves working closely with various stakeholders to interpret requirements, document workflows, create process maps, and implement enhancements that meet organizational needs. The ideal candidate will bring strong analytical skills, a deep understanding of financial systems, and a collaborative approach to problem-solving. Key Responsibilities Lead Continuous Improvement Governance Framework from request intake to final reporting, ensuring informed prioritization and cross functional strategic alignment. Support the maintenance and enhancement of financial systems, leveraging low code/no code automation where appropriate. Support Finance Transformation Roadmap, including ERP implementation and related Change Management efforts. Business Partnering: Work closely with stakeholders to gather, interpret, and document business and technical requirements. Create detailed process maps, workflows, and documentation to guide system use and future improvements. Identify opportunities to optimize system functionality and drive efficiency. Collaborate with cross-functional teams to ensure seamless integration of financial processes. Provide end-user training and support, addressing questions and resolving system-related issues. Prepare reports and presentations to communicate findings, recommendations, and system changes. Ensure compliance with company policies, procedures and regulatory requirements in all system-related activities. Qualifications Required: Bachelor’s degree in Business Administration, Finance, Computer Science, or a related field. Minimum of 4 years of experience working with financial systems/processes in a business analyst or similar role. Ability to host/facilitate workshops effectively, successfully driving desired outcomes. Leadership skills with ability to drive continuous improvement culture and coach on key concepts e.g. how to refine a problem statement, identify and measure baseline KPIs, etc. Strong analytical skills with the ability to interpret complex data and requirements. Demonstrated experience in creating process maps, workflows, and system documentation. Excellent verbal and written communication skills. Interpersonal skills, with the ability to collaborate across teams. Proficiency in project management tools and methodologies. High attention to detail and the ability to prioritize tasks effectively. Experience with ERP system selection, implementation, or upgrade projects. Preferred: Familiarity with financial processes such as general ledger, accounts payable, accounts receivable, planning & budgeting and financial reporting. Professional accounting designation (CPA) or equivalent is an asset. Lean Six Sigma Green Belt or equivalent is an asset. Experience working in financial services. Any experience of BI tools such as Power BI, Tableau, MicroStrategy, QlikView, etc. Experience with Chart of Accounts design and finance master data management. Additional Information Key Skills and Attributes Problem-solver with a proactive and solutions-oriented mindset. Strong customer service orientation and ability to manage stakeholder expectations. Team player with the ability to work independently when needed. Organized and timely; able to gather feedback from stakeholders to update documentation and/or project reporting. Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing #J-18808-Ljbffr
Associate Director, Finance Transformation Experience something Brilliantly Different with a career at MUFG Investor Services. MUFG Investor Services is part of the Mitsubishi UFJ Financial Group and partners with over 480 global investment firms to provide administration, asset services, banking, and fund financing. Operating across 17 global locations, we are proud to foster a culture where Brilliantly Different talent thrives. Job Description In the role of Associate Director, Finance Change at MUFG Investor Services, you will play a vital role in supporting Continuous Improvement initiatives across our Corporate Controller and Finance Operations teams, to optimize processes, enhance technology and ensure alignment with business objectives. The role also plays a key role in our Finance Transformation Roadmap. This position involves working closely with various stakeholders to interpret requirements, document workflows, create process maps, and implement enhancements that meet organizational needs. The ideal candidate will bring strong analytical skills, a deep understanding of financial systems, and a collaborative approach to problem-solving. Key Responsibilities Lead Continuous Improvement Governance Framework from request intake to final reporting, ensuring informed prioritization and cross functional strategic alignment. Support the maintenance and enhancement of financial systems, leveraging low code/no code automation where appropriate. Support Finance Transformation Roadmap, including ERP implementation and related Change Management efforts. Business Partnering: Work closely with stakeholders to gather, interpret, and document business and technical requirements. Create detailed process maps, workflows, and documentation to guide system use and future improvements. Identify opportunities to optimize system functionality and drive efficiency. Collaborate with cross-functional teams to ensure seamless integration of financial processes. Provide end-user training and support, addressing questions and resolving system-related issues. Prepare reports and presentations to communicate findings, recommendations, and system changes. Ensure compliance with company policies, procedures and regulatory requirements in all system-related activities. Qualifications Required: Bachelor’s degree in Business Administration, Finance, Computer Science, or a related field. Minimum of 4 years of experience working with financial systems/processes in a business analyst or similar role. Ability to host/facilitate workshops effectively, successfully driving desired outcomes. Leadership skills with ability to drive continuous improvement culture and coach on key concepts e.g. how to refine a problem statement, identify and measure baseline KPIs, etc. Strong analytical skills with the ability to interpret complex data and requirements. Demonstrated experience in creating process maps, workflows, and system documentation. Excellent verbal and written communication skills. Interpersonal skills, with the ability to collaborate across teams. Proficiency in project management tools and methodologies. High attention to detail and the ability to prioritize tasks effectively. Experience with ERP system selection, implementation, or upgrade projects. Preferred: Familiarity with financial processes such as general ledger, accounts payable, accounts receivable, planning & budgeting and financial reporting. Professional accounting designation (CPA) or equivalent is an asset. Lean Six Sigma Green Belt or equivalent is an asset. Experience working in financial services. Any experience of BI tools such as Power BI, Tableau, MicroStrategy, QlikView, etc. Experience with Chart of Accounts design and finance master data management. Key Skills and Attributes Problem-solver with a proactive and solutions-oriented mindset. Strong customer service orientation and ability to manage stakeholder expectations. Team player with the ability to work independently when needed. Organized and timely; able to gather feedback from stakeholders to update documentation and/or project reporting. Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing #J-18808-Ljbffr
