MUFG Investor Services

Financial Services

SeniorAssociate,FundAccounting,PrivateEquity

Toronto, Ontario, Canada FULL TIME Remote Friendly
The Brief

“Senior Associate, Fund Accounting, Private Equity at MUFG Investor Services. Skills: Fund Accounting, Private Equity, Investran. maintaining accurate books and records. preparing financial and investor reporting”

What You'll Achieve.

ensuring high-quality service delivery; adherence to deadlines; smooth delivery to clients; completion of deliverables

Industry & Context.

Financial Services

What They're Looking For.

Must Have

At least a few years' experience working in the Financial Accounting, Fund Accounting or Audit.

Nice to Have

Private Equity or Private Debt experience is preferred but not essential, Experience working with Investran is value added, CPA/ACCA/CA/ qualified

What You'll Do.

maintaining accurate books and records

preparing financial and investor reporting

supporting all accounting and operational aspects of clients serviced through the Investran platform

Review financial data received from Private Equity clients and load to our internal accounting systems

Assist with setting up

preparing and reviewing consolidations through the investment structure using various consolidation rules

Process payment of fund expenses in applicable banking system

Book journal entries related to cash payments and accruals

Prepare third party reconciliations of investments and cash

Prepare capital call and distribution calculations and notices

Prepare fee schedules including calculation of management fees and carried interest

ensuring all calculations observe applicable fund documents

Prepare investor allocations for each NAV cycle ensuring capital transactions are booked correctly and P&L is allocated correctly

Prepare NAV packages and other ad hoc deliverables as defined in the service level agreements

How You'll Work.

Team & Collaboration

Collaborate with client, banks, auditors and other third parties to ensure smooth delivery to clients and completion of deliverables; act as a key point of contact for clients, auditors, and internal teams

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