Associate Director, Private Equity Fund - Client Onboarding Specialist

Muf; Toronto; Hybrid; CAD 77,000 - 113,000; Full time

Job summary

MUFG Investor Services in Toronto is seeking an Associate Director, Private Equity Fund - Client Onboarding Specialist to lead the onboarding of new client/fund launches and ensure smooth transitions from Sales to Operations.

You will act as the primary client contact, coordinate cross-functional teams, manage key agreements, and oversee ISAE/SOC compliance while mentoring the operations group on onboarding best practices.

Qualifications

• Minimum 5 years experience in Private Equity/Real Estate funds
• Client-focused with proven ability to manage client relationships
• Experience leading or senior in client onboarding projects

Responsibilities

• Act as a client’s main point of contact throughout onboarding
• Project manage onboarding of new client/fund launches and conversions
• Coordinate hand off from Sales Team to Client Integration Team
• Prepare administration agreements (based on templates) and ensure sign-off
• Subject matter expert on 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 groups to ensure smooth setup
• Provide expertise, direction and leadership to members of the operations team
• Perform and review internal accounting and shareholder service system setups
• Respond to clients ensuring superior customer service
• Work with internal stakeholders to ensure smooth onboarding of new funds
• Aid other organizational efforts to support the rollout of new products and banking services
• Ensure full compliance with ISAE/SOC standards relating to onboarding or conversion
• Ensure internal checklists are completed and signed off

Skills

Client relationships

Private equity experience

Project leadership

Stakeholder coordination

Education

Undergraduate degree desirable

Job description

Associate Director, Private Equity Fund - Client Onboarding Specialist

• Full-time
• Rank: Associate Director
• Employment Type: Permanent Full Time
• Compensation: CAD 76,730 - CAD 112,537 - yearly
• 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

• Act as aclient’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 groupsto 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.

• A minimum of 5 years’ experience in the PrivateEquity/Real Estate funds industry
• Third Level qualification / College Under Graduate Degreedesirable
• 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)

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MUFG is an equal opportunity employer.

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