Associate, Sales Analytics and Controls

MUFG Americas; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto seeks a motivated Associate for the Sales Analytics & Controls team. The role involves managing global sales processes and developing performance analytics to support sales operations. Candidates should have a Bachelor’s degree, 4+ years of relevant experience, and strong analytical skills. Advanced proficiency in Excel is essential, with knowledge of Tableau or SQL preferred. This position offers a dynamic environment contributing to global financial initiatives.

Qualifications

• 4+ years of relevant experience in sales operations, business management, or analytics.
• Strong analytical and quantitative skills with advanced proficiency in Microsoft Excel.
• Ability to manage multiple priorities in a fast‑paced environment.

Responsibilities

• Oversee daily intake and resolution of requests from global sales teams.
• Develop and enhance reporting tools to provide insights into sales performance.
• Conduct reconciliation and validation of sales credit data.

Skills

Analytical skills

Quantitative skills

Communication

Detail-oriented

Problem-solving

Education

Bachelor’s degree in finance, Business, Economics, or related discipline

CFA Charter holder or candidate

Tools

Microsoft Excel

Tableau

Power BI

SQL

Job description

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long‑term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Global Markets Overview

Our Global Markets’ team delivers comprehensive solutions across Credit, FX, Rates, Equities, and Structured Products, leveraging MUFG’s global scale and financial strength. Operating seamlessly across major financial hubs - including New York, London, and Hong Kong - we combine deep product expertise, disciplined risk management, and real‑time market insight to serve institutional and corporate clients. Through integrated trading, sales, and risk solutions, we provide liquidity, facilitate client execution, and design strategies that help navigate dynamic market conditions.

About the Team

The Sales Analytics & Controls team is part of the global Sales Business Management organization within MUFG’s Global Markets unit. The team supports the Bank’s sales function across the Americas, EMEA, and Asia, driving operational excellence and delivering insights to help leadership make informed business decisions. Our mandate is to centralize and strengthen sales management processes, enhance governance and control, and develop analytics that measure performance and enable strategic growth. We work closely with sales desks, risk, KYC, operations and technology partners to ensure consistency, transparency, and accuracy in sales‑related activities.

Role Summary

We are seeking a highly motivated and detail‑oriented Associate to join the Sales Analytics & Controls team at MUFG Securities. The successful candidate will support the day‑to‑day management of global sales processes, including booking and validating sales credits, developing performance analytics, and handling client‑related administrative tasks. This role offers the opportunity to work in a dynamic, global environment and contribute to global initiatives across all products within the global markets group.

Key Responsibilities

• Oversee the daily intake and resolution of requests from global sales teams, including the booking and correction of sales credits and client onboarding and maintenance tasks.
• Develop, maintain, and enhance reporting tools and analytics to provide actionable insights into sales performance, client activity, and business trends.
• Conduct reconciliation and validation of sales credit data to ensure completeness and accuracy.
• Prepare materials and presentations for senior management and governance committees.
• Maintain adherence to MUFG’s internal controls, compliance requirements, and operational best practices.
• Participate in the regulatory onboarding process for swap clients to ensure trading eligibility.
• Identify process improvements and drive operational efficiencies across systems and workflows.

Skills & Qualifications

• Bachelor’s degree in finance, Business, Economics, or a related discipline required, CFA Charter holder or candidate a plus
• 4+ years of relevant experience in sales operations, business management, or analytics within financial services.
• Strong analytical and quantitative skills with advanced proficiency in Microsoft Excel; experience with Tableau, Power BI, or SQL is preferred.
• Demonstrated attention to detail, accuracy, and ability to manage multiple priorities in a fast‑paced environment
• Excellent communication and interpersonal skills, with the confidence to interact across teams and regions and other business units to achieve desired outcomes.
• Documentation and controls mindset
• Experience overseeing team members
• Proven problem‑solving abilities and a continuous improvement mindset.
• High level of integrity, professionalism, and alignment with MUFG’s values

The job description and related application pertains to an opportunity with either MUFG Bank, Ltd., Canada Branch (“MUFG Bank Canada”) or MUFG Securities (Canada), Ltd. (“MUFG Securities Canada”). The job description relates to the general nature, scope, quantity and quality of work contemplated for the position. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with knowledge, skills and abilities of the incumbent. The receipt of an application by either MUFG Bank Canada or MUFG Securities Canada, as applicable, does not imply or guarantee employment. Each of MUFG Bank Canada and MUFG Securities Canada is an equal opportunity employer.

• As a federally regulated entity, MUFG Bank Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Canadian Human Rights Act and the Canada Labour Code. Where MUFG Bank Canada obtains information relating to protected grounds under the Canadian Human Rights Act as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Bank Canada does not use such information for decision making purposes relating to the position contemplated in this application.
• As a provincially regulated entity, MUFG Securities Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Human Rights Code (Ontario) and the Employment Standards Act (Ontario). Where MUFG Securities Canada obtains information relating to protected grounds under the Human Rights Code (Ontario) as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Securities Canada does not use such information for decision making purposes relating to the position contemplated in this application.