Company Description

About MUFG Investor Services:

Experience something Brilliantly Different with a career with MUFG Investor Services.

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund financing.

We’re in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

#LI-Hybrid

Job Description

We are looking for a reporting professional to perform the following tasks:

• Liaise with investment managers/clients for day-to-day operational assistance.
• Participate in various system improvement initiatives.
• Prepare or co-ordinate all client AEOI reporting deliverables and associated reports as required.
• Work with internal teams, such as Client Operations, Investor Operations and Client Integration etc., to ensure all internal and external deliverables are met.
• Assist in developing and improving AEOI reporting processes.
• Build and maintain a strong relationship with clients and vendors.
• Develop an understanding of the AEOI reporting environment.
• Process and maintain investor classifications and validations of self-certification forms
• Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed.
• Keep up to date with applicable regulations and accounting standards/jurisdiction requirements.
• Prepare AEOI reporting workings and reports.
• Respond to various stakeholder queries in a comprehensive and timely manner.

Qualifications

Educational requirements

Post-secondary education with a concentration in finance, accounting, mathematics / AEOI reporting or related fields.

Professional experience

Have 1-3 years’ experience in an AEOI reporting role

Skills and knowledge

• Strong computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel/Word is essential.
• Broad understanding of fund administration industry.
• Experience with shareholder software Investran or Mantra would be beneficial but not necessary
• Knowledge of AEOI reporting environment an advantage:
  • Foreign Account Tax Compliance Act (FATCA)
  • Common Reporting Standard (CRS)
  • CRS Compliance Form

Additional Information

What’s in it for you to join MUFG Investor Services?

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.

So, why settle for the ordinary? Apply now for a Brilliantly Different career.

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements.  All AI recommendations are reviewed by our recruitment team before any decisions are made.

This role is being hired to fill an existing vacancy.

MUFG is an equal opportunity employer.