Private Equity Fund - Client Onboarding Specialist; of ’ PE​/RA f

Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ experience in PE/RA funds / fund accounting/NAV processes at high level)

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This range is provided by MUFG Investor Services. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more.

CA $82,500.00 / yr – CA$ / yr

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

MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family and partners with over 480 loyal global investment firms to provide administration, asset services, banking, and fund financing. We’re in 17 global locations and offer an exceptional hub of Brilliantly Different talent to thrive.

Job Description

You Will:

• Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
• Project‑manage the onboarding of new client/fund launches and conversions.
• Coordinate hand‑off from Sales Team to Client Integration Team.
• Prepare administration agreements (based on existing templates) and ensure they are presented, reviewed and signed off by appropriate parties.
• Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
• Work as part of a team on large onboarding projects.
• Liaise with banks, auditors, brokers, custodians and internal groups such as compliance and MOV to ensure smooth set‑up of communication channels, accounts, systems and due diligence.
• Provide expertise, direction and leadership to members of the operations team.
• Perform and review internal accounting and shareholder service system set‑ups.
• Respond to clients ensuring superior customer service is provided.
• Work well with internal stakeholders to ensure smooth onboarding of new funds.
• Aid other organizational efforts / initiatives as required to support the roll‑out of new products and banking services.
• Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
• Ensure internal checklists are completed and signed off.
• Ad hoc tasks, as required.

Qualifications:

• A minimum of 5 years’ experience in the funds industry.
• Third‑level qualification / College undergraduate degree desirable.
• Client focused with proven ability to manage client relationships.
• Experience with in the Private Equity space.
• Project experience – previous experience either leading or having a senior role in projects (client onboarding projects preferred).

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. 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.

We really walk the talk when it comes to hybrid working.

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

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

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 is a newly created position.

Mid‑Senior level

Full‑time

Finance

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