MUFG Investor Services
Financial Services
JuniorAssociateDirector,PortfolioOperations
“Junior Associate Director, Portfolio Operations at MUFG Investor Services. Skills: Portfolio operations, Cash reconciliations, Private equity funds, Accounting. Ensure client transaction processing is complete. Ensure transactions are booked correctly”
Industry & Context.
Issue investigation
What They're Looking For.
Must Have
2 years experience investor services, 2 years experience private equity, 2 years experience asset management
What You'll Do.
Ensure client transaction processing is complete
Ensure transactions are booked correctly
Ensure back up evidence is accurate
Review reconciliations prepared by team members
Maintain flow of workloads
Provide coverage across the wider team
Operate in-house reconciliation technology
Oversee in-house reconciliation technology
Suggest ideas for efficiency improvements
Suggest improvements to process framework
Liaise with Investor Delivery teams
Liaise with Client Delivery teams
Ensure accuracy at all times
Adhere to SLA deadlines
Support new account migration processes
Oversight of reconciliation technology
Oversight of data transmission technology
Escalate issues appropriately
How You'll Work.
Team & Collaboration
Client Delivery teams; Investor Delivery teams; Cross-location teams
Process & Methodology
Project management, Change management
Applying for this Junior Associate Director, Portfolio Operations role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on SmartRecruiters
- SmartRecruiters often includes a video screening step — check camera and mic permissions.
- Link your GitHub or portfolio directly in the profile section for technical roles.
- Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.
ANONYMOUS · UNFILTERED
What do employees actually say about MUFG Investor Services?
Real rants from real employees. Read before you apply.