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Director, Investor Operations - Jobs in Greater Vancouver

Job LocationGreater Vancouver
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent

Job Description

Job DescriptionPurpose of the role is oversight, management, support of the Investor Operations teams in local and global initiatives, daily operations and providing quality client service with the guidance of MUFG’s core values of Trust, Challengeamp; Empowerment, Passion for Clients and Openness and Honesty.

  • Support senior leadership with driving department initiatives, projects, budget adherence
  • Manage as appropriate any sensitive or escalated queries/concerns from Clients, Investors, Fund Managers or internal MUFG Departments adhering to a high quality standard.
  • Be part of internal Client Relationship (CRM) framework and participate in regular service review calls with assigned Client(s), CSMs, and other internal departments.
  • Assist with client deliverables and projects including, but not limited to, Distributions, new funds onboarding and fund liquidations.
  • Coordinate for the IO team as part of the client integration process and the experience is professional and positive for all parties involved.
  • Support team in department deliverables while ensuring adherence to company and department policies and procedures relating to investor registration, dealing, reporting and cash.
  • Identify areas of high risk and regular issues and assist to improve controls and processes in place to mitigate risk.
  • Participate in multiple system initiatives and projects and contribute to idea generation for future process or technological improvements. Expected to participate on both a local and global level.
  • Perform other duties as assigned and incidental to the work described above.
  • Manage and support the individual performance of direct reports through regular one to one meetings, regular performance discussions, career coaching and development as requested, annual performance reviews as per company standards. Assist direct reports with the performance management and development of their teams. Foster a professional environment of encouraging personal and professional development.
  • Champion initiatives within your team, encouraging participation, constructive feedback and idea generation from the team members.
  • Support and Promote MUFG’s core values of Trust, Challengeamp; Empowerment, Passion for Clients and Openness and Honesty

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