Senior Transfer Agency Specialist
About this role
Company Description
About MUFG Investor Services
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
- Support the day-to-day delivery of transfer agency services, including investor onboarding, subscriptions, redemptions, transfers, and investor record maintenance.
- Review operational activities to ensure transactions are processed accurately, on time, and in line with internal controls and procedures.
- Act as a key point of contact for clients, investors, and internal teams, providing a high standard of service and resolving queries efficiently.
- Monitor and investigate operational issues, ensuring risks and exceptions are identified and addressed promptly.
- Support and guide team members, sharing knowledge and assisting with workload management and problem solving.
- Contribute to process improvements, projects, and initiatives that enhance efficiency, controls, and the overall client experience.
Qualifications
- University degree
- Experience in transfer agency, fund administration, or a similar financial services environment would be considered advantage
- Understanding of investor servicing and fund operations would be considered advantage
- Strong communication, organizational, and problem-solving skills.
- Ability to review work, manage priorities, and support junior team members.
- Client-focused with a proactive approach to continuous improvement.
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.
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