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, business process outsourcing, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody and depositary solutions, business consulting, and more. Operating from 17…
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We are a global leader in asset servicing and operational transformation—built for alternatives.
Full 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, business process outsourcing, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody and depositary solutions, 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.
LinkedIn followers
159,464
People associated on LinkedIn
1,973
Reported office locations
1221 Avenue of the Americas, New York, US
12 Leeson Street Lower, Dublin, County Dublin, IE
805 King Farm Blvd, Rockville, MD 20850, US
69 Pitts Bay Road, Pembroke, HM 08, BM
227 Elgin Avenue, Grand Cayman , KY1 1107, KY
325 N St Paul St, Dallas, Texas 75201, US
1601 Lower Water St, Halifax, Nova Scotia B3J, CA
2 Hill Street, St. Helier, JE1 4FS, JE
24 Lombard Street, London, England, GB
287-289 Route d'Arlon, Luxembourg, L- 1150, LU
135B Matheson Blvd. W, Unit 100, Mississauga, Ontario L5R 3L1, CA
350 California St, San Francisco, California, US
50 Raffles Place, Singapore, Singapore 048623, SG
154 University Avenue, Suite 700, Toronto, Ontario M5H 3Y9, CA
MUFG Investor Services needs candidates with a university degree in Computer Science, Math, Finance, Accounting or equivalent, with CPA or ACCA preferred. Experience in investor services or asset management is preferred, along with a strong understanding of investment fund valuation.
2+ YOECandidates need 2-4 years of experience in financial services, fund administration, asset management, banking or client service. A business-related diploma or bachelor degree is preferred, or relevant experience.
3+ YOECandidates need a bachelor's degree in accounting, finance or a related field and three or more years in private equity fund accounting or fund administration. They need strong Excel skills and working knowledge of fund governing documents and limited partnership agreements; Investran, Yardi or Appian experience is preferred.
Candidates need a bachelor's degree in a business or finance discipline and hands-on experience in private equity fund accounting or fund administration. Strong Excel skills and experience with fund accounting platforms such as Investran or Yardi are also needed.
12+ YOECandidates need a finance or accounting degree, at least 12 years of progressive fund administration experience serving private equity or private debt clients, and prior staff management. High proficiency in Microsoft Excel is essential, and familiarity with Geneva, Investran, Yardi or Bloomberg is an asset.
Microsoft Excel, Geneva, Investran, Yardi, Bloomberg
Candidates need experience in fund administration with leadership or mentoring responsibilities and strong knowledge of the fund industry and investor operations. Experience with Investran and Yardi is an asset.
8+ YOECandidates need 8+ years in fund administration or audit, a university degree in accounting or finance, and proficiency with Investran or similar accounting software. They need strong knowledge of private equity and private debt fund structures and proven skill managing complex mandates and client escalations.
2+ YOECandidates need a finance or accounting university degree or accounting qualification, and ideally at least 2 years of accounting, audit or fund administration experience in hedge fund, private credit or private equity. Strong Excel skills and good client communication are required.
3+ YOECandidates need 3-5+ years in business intelligence or reporting development, with enterprise Power BI dashboard experience and complex SQL skills. Experience with large multi-source datasets, KPI reporting and data governance is preferred, and financial services experience is an asset.
Candidates need post-secondary education in finance or accounting preferred, fund administration experience as an asset, and interest in or completion of a professional accounting designation such as CA, CFA or ACCA.
2+ YOEMUFG Investor Services needs a university degree in accounting or finance, at least 2 years in fund administration or audit, experience with real asset structures, and Yardi or similar accounting software. A CPA, ACCA or equivalent is preferred or in progress.
6+ YOECandidates need a bachelor's degree in a technical or analytical field and at least 6 years of financial services data management experience with people management. Back office or business processing experience is also required.
Candidates need a diploma or bachelor's degree in a business-related field, or relevant experience, plus 0-2 years in financial services, fund administration, asset management, banking or client service. Knowledge of investor services processes and client service experience are an asset.
4+ YOECandidates need a bachelor's degree in business, finance, operations or learning and development, plus 4+ years of fund administration or investor operations experience. Professional training or learning qualifications such as CIPD or Train-the-Trainer are desirable.
Candidates need a university degree in Computer Science, Math, Finance, Accounting or equivalent, with CPA or ACCA preferred. Experience in investor services or asset management is preferred, along with an understanding of fund valuation and investment products.
Candidates need a university degree in computer science, math, finance, accounting or an equivalent combination of education. Experience of one to two years in investor services or asset management is preferred.
Candidates need a finance or accounting degree and demonstrated fund administration experience with staff management. They need a deep understanding of private markets fund structures and high proficiency in Microsoft Excel. Experience with Geneva, Investran, Yardi or Bloomberg and interest in a professional accounting designation are assets.
Microsoft Excel, Geneva, Investran, Yardi, Bloomberg
5+ YOECandidates need at least 5 years of fund administration experience in a similar role, with strong people management skills. A finance or accounting degree is required, and a professional accounting designation such as CA, CFA or CPA is an asset.
Manage a team, Financial statements, Prepare financial statements, CGA, CMA, CFA
8+ YOE5+ MgmtMUFG Investor Services needs candidates with a business degree in accounting or finance, at least 5 years of management experience, and at least 8 years in fund administration or private credit financial services. A relevant accounting, finance or management designation is an asset.
Documentation, Attention to detail, Communication skills, Process improvement, Manage several projects, Budget management
1+ YOECandidates need 1-3 years in regulatory reporting, with fund accounting experience welcomed. They need post-secondary education in finance, accounting or math, strong Microsoft Excel and Word skills, and experience with Geneva, Investran or Yardi.
Microsoft Excel, Microsoft Word, Geneva, Investran, Yardi, Workiva
4+ YOECandidates need a post-secondary degree in finance or accounting, a professional accounting designation such as CA, CGA, CMA, ACCA, ICAEW or CFA, and at least 4 years in fund administration including managing staff.
Financial statements, Prepare financial statements, CGA, CMA, CFA
2+ YOECandidates need post-secondary training in finance or accounting and at least 2 years of fund administration experience. A professional accounting designation such as CA, CFA or ACCA is an asset but not required.
2+ YOECandidates need at least 2 years in fund administration or audit, experience with private equity structures, and Investran or similar accounting software. A university degree in accounting or finance and a CPA or ACCA designation (preferred or in progress) are also expected.
5+ YOECandidates need at least 5 years of private equity or real estate fund experience, strong client relationship skills, and prior project leadership, ideally in client onboarding. A third-level or undergraduate degree is desirable.
internal MUFG systems, accounting systems, shareholder service systems