MUFG Investor Services

Financial Services

Manager,FundAccounting,PrivateMarkets/PrivateDebt

CA$125–175k ~AI est. Vancouver, British Columbia, Canada FULL TIME
The Brief

“Manager, Fund Accounting, Private Markets / Private Debt at MUFG Investor Services. Skills: Fund accounting, Private markets, Private debt. Provide fund accounting services. Provide administration services”

What You'll Achieve.

Meet Service level agreement

Industry & Context.

Financial Services
Problems you'll solve

Create ideas for improving NAV process; Create ideas for technological improvements; Create ideas for client reporting

What They're Looking For.

Must Have

University degree in Finance or Accounting, Significant fund administration industry experience, Experience managing staff, In-depth understanding of Fund industry, Proficiency with Microsoft Excel, Knowledge in IFRS, Knowledge in US GAAP, Knowledge in Singapore GAAP

Nice to Have

Qualified accountant, Relevant qualification, Good knowledge on private credit, Good knowledge on loan products, Experience with fund accounting software Geneva, Experience with fund accounting software Investran, Experience with fund accounting software Yardi, Working knowledge of Bloomberg

What You'll Do.

Provide fund accounting services

Provide administration services

Prepare Net Asset Value

Review Net Asset Value

Provide custody servicing

Provide investor record keeping

Provide investor reporting

Manage Fund Accountants

Perform accounting service delivery

Perform administration service delivery

Train staff on NAV process

Approve fee schedules

Calculate management fees

Calculate carried interest

Review investor allocations

Review waterfall calculation

Review custody trading documents

Process Capital Calls

Process distributions wires

Ensure execution as instructed

Ensure AML requirements are met

Respond to client queries

Ensure compliance with controls

Meet Service level agreement

Approve payment of fund expenses

Help prepare financial statements

Help review financial statements

Review reporting for regulatory authorities

Establish client specific procedures

Ensure cross training

Ensure cover in place

Help with growth of local office

Create ideas for improving NAV process

Create ideas for technological improvements

Create ideas for client reporting

Participate in system initiatives

Participate in projects

How You'll Work.

Team & Collaboration

Client delivery; Internal AML team; Banks; Auditors; Brokers; Custodians

Communication Scope

Client queries; Client reporting

Free ATS check

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