MUFG Investor Services
Financial Services
AssociateDirector,BusinessDataOffice,ClientDataTeam(Onboardingteam)
Neural analysis suggests this role is
optimal for director candidates.
“Associate Director, Business Data Office, Client Data Team (Onboarding team) at MUFG Investor Services. Skills: Client onboarding, Data migration, Fund setup. Lead system setups. Configure static data”
Industry & Context.
Identify discrepancies; Resolve discrepancies; Catch issues early
What They're Looking For.
Must Have
Experience in fund administration, Experience in investment management, Experience in audit, Project experience in onboarding, Project experience in conversions, Project experience in data migrations, Advanced Excel skills, Solid understanding of accounting principles, Sharp attention to detail, Problem-solving skills
Nice to Have
Experience with Advent Geneva, Experience with Investran, Experience with Yardi, Experience with Mantra, Experience with Flexcube, Experience with Sentry, Experience with Workiva, Experience with Finbourne, Experience with Lemonedge, Familiarity with data tools, Familiarity with warehouses, Familiarity with workflow platforms, Exposure to digital transformation, Exposure to automation initiatives, Experience working across private equity, Experience working across hedge funds, Experience working across traditional fund structures, Analytical thinkers with onboarding experience, Analytical thinkers with fund experience
What You'll Do.
Configure static data
Manage complex conversions
Build fund structures
Maintain fund structures
Analyze share registry data
Resolve discrepancies
Coordinate conversion plans
Coordinate conversion timelines
Champion data quality
Ensure setups meet standards
Ensure setups meet regulatory requirements
Create standard operating procedures
Refine standard operating procedures
Partner with Technology teams
Partner with Product teams
Automate data management
Improve data management
How You'll Work.
Team & Collaboration
Internal teams; Technology teams; Product teams
Process & Methodology
Onboarding, Conversions, Data migrations
Full Job Description
About MUFG Investor Services Experience something Brilliantly Different. At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund administration, banking, and operational expertise to solve complex challenges across the alternatives space. With over $1 trillion in assets under administration and a global presence across 17 locations , we combine deep industry knowledge with the strength of MUFG — one of the world’s largest financial institutions with approximately $3 trillion in assets. Here, you’ll do work that matters from day one. You’ll collaborate with smart, driven teams, build your expertise across complex fund structures, and grow your career in an environment that values curiosity, accountability, and new ideas. To learn more, visit us at [www.mufg-investorservices.com](http://www.mufg-investorservices.com/). We’re growing our onboarding and data implementation capabilities as more clients move onto MUFG’s platform, and we need someone who can take ownership of this critical work. In this role, you’ll lead the setup and migration of fund and client data, making sure everything is accurate, compliant, and delivered on time. You’ll work closely with teams across the business to bring new funds live smoothly and improve how we do things along the way. Your work will directly shape the client experience at one of the most important moments in their journey with us. What You’ll Own * Lead end-to-end system setups and static data configuration for new fund launches and client onboarding * Manage complex conversions, including data migration, reinitialization, and system reconfiguration * Build and maintain accurate fund structures using offering documents and best practices * Analyze NAV and share registry data to identify and resolve discrepancies before go-live * Coordinate conversion plans and timelines with internal teams, keeping everyone
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