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Associate Director, Business Data Office, Client Data Team (Onboarding team)

MUFG Investor Services · Toronto, ON, Canada
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Toronto, ON, Canada
languages
—
tools
excel
> stack
excel
> description

Job Description

We’re growing our onboarding and data implementation capabilities as more clients move onto MUFG’s platform, and we need someone who can take ownership of this critical work. In this role, you’ll lead the setup and migration of fund and client data, making sure everything is accurate, compliant, and delivered on time.

You’ll work closely with teams across the business to bring new funds live smoothly and improve how we do things along the way. Your work will directly shape the client experience at one of the most important moments in their journey with us.

What You’ll Own

  • Lead end-to-end system setups and static data configuration for new fund launches and client onboarding
  • Manage complex conversions, including data migration, reinitialization, and system reconfiguration
  • Build and maintain accurate fund structures using offering documents and best practices
  • Analyze NAV and share registry data to identify and resolve discrepancies before go-live
  • Coordinate conversion plans and timelines with internal teams, keeping everyone aligned and informed
  • Champion data quality by ensuring all setups meet internal standards and regulatory requirements (ISAE/SOC)
  • Create and refine standard operating procedures to simplify and scale onboarding processes
  • Partner with Technology and Product teams to automate and improve how client and investor data is managed

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Qualifications

What You Bring

Essential

  • Experience in fund administration, investment management, or audit, so you understand fund structures and data flows
  • Strong project experience in onboarding, conversions, or data migrations, allowing you to manage complexity and timelines with confidence
  • Advanced Excel skills and comfort working with large, complex datasets to ensure accuracy
  • Solid understanding of accounting principles, helping you validate NAV and financial data
  • Sharp attention to detail and problem-solving skills, enabling you to catch issues early and improve processes

Valued

  • Experience with systems like Advent Geneva, Investran, Yardi, Mantra, Flexcube, Sentry,Workiva, Finbourne, Lemonedge or similar platforms
  • Familiarity with data tools, warehouses, or workflow platforms like JIRA or Workiva
  • Exposure to digital transformation or automation initiatives in financial services
  • Experience working across private equity, hedge funds, or traditional fund structures

If you’re someone who takes ownership, enjoys solving complex data challenges, and thrives in a fast-moving environment, we’d love to hear from you. Even if you don’t meet every requirement, strong analytical thinkers with onboarding or fund experience are encouraged to apply.

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Additional Information

What’s in it for you?

At MUFG Investor Services, you’ll find everything you’d expect from a global financial institution — and more.
What sets us apart is how we do things differently.

You’ll experience it in our connected teams, our focus on innovation, and the way we invest in your learning and growth. We’re serious about hybrid working too — giving you the flexibility to do your best work while staying connected to your team and our culture.

So why settle for the ordinary?
Build a Brilliantly Different career with us.

Company Description

About MUFG Investor Services

Experience something Brilliantly Different.

At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund administration, banking, and operational expertise to solve complex challenges across the alternatives space.

With over $1 trillion in assets under administration and a global presence across 17 locations, we combine deep industry knowledge with the strength of MUFG — one of the world’s largest financial institutions with approximately $3 trillion in assets.

Here, you’ll do work that matters from day one. You’ll collaborate with smart, driven teams, build your expertise across complex fund structures, and grow your career in an environment that values curiosity, accountability, and new ideas. To learn more, visit us at www.mufg-investorservices.com.

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Apply at MUFG Investor Services →