13 дней назад
Senior Associate, Nexus, Investor Delivery - Private Equity
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Associate, Nexus, Investor Delivery - Private Equity (Investor Services/Private Equity): Supporting quality control and daily client deliverables covering investor registration, dealing, reporting, and cash with an accent on service-level compliance, client inquiries, and financial services operations. Focus on reviewing deliverables, resolving complex client and investor queries, guiding colleagues, and supporting risk mitigation and departmental initiatives.
Location: Halifax, Nova Scotia, Canada; hybrid work arrangement
Company
, part of Mitsubishi UFJ Financial Group, provides administration, asset services, banking, and fund financing to global investment firms.
What you will do
- Support quality control reviews of daily deliverables covering investor registration, dealing, reporting, and cash.
- Serve as a primary contact for daily client inquiries and deliverables, meeting service-level agreements and escalating issues when appropriate.
- Prepare ad hoc deliverables defined in service-level agreements.
- Respond to clients, investors, fund managers, and internal departments while supporting colleagues with query responses.
- Provide guidance to colleagues on daily tasks, processes, and deliverables.
- Support departmental initiatives, projects, risk mitigation, and team check-ins.
Requirements
- Diploma or bachelor's degree in a business-related field, or relevant experience.
- 0–2 years of experience in financial services, fund administration, asset management, banking, or client service.
- Knowledge of investor services processes and related functionality is an asset.
- Existing client or customer service experience is preferred.
- Computer skills with strengths in Microsoft Office; Microsoft Excel proficiency is an asset.
- University degree or professional designation such as ACCA, CPA, or CMA is an asset.
Culture & Benefits
- Hybrid work environment in Halifax.
- Work within a connected team focused on innovation and client service.
- Opportunity to support a global financial services business operating across 14 locations.
- Core values include trust, challenge and empowerment, passion for clients, openness, and honesty.
- Artificial intelligence tools may assist with identifying relevant skills and experience, with all recommendations reviewed by the recruitment team.
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