Private Equity Fund Onboarding Lead - Associate Director

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

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.