Opportunity Description
Join MUFG Investor Services as a Debt Services Management Associate, where you'll manage client portfolios and oversee loan administration in a flexible hybrid setting.
In this role, reporting to the Associate Director, you'll be responsible for daily management of client portfolios while interacting directly on complex matters. A solid numeric background combined with proficiency in MS Office will help in meeting your deliverables effectively.
Key Responsibilities:
• Process and maintain portfolios with lifecycle events
• Set up and review new securities and pertinent details
• Provide extensive reporting services for stakeholders
• Assist in supporting client operations during valuations
• Conduct regular substantiation of portfolio positions
Requirements:
• Fund operations or accounting experience is an asset
• Proficient in MS Office applications is essential
• Background in numeric disciplines p...
In this role, reporting to the Associate Director, you'll be responsible for daily management of client portfolios while interacting directly on complex matters. A solid numeric background combined with proficiency in MS Office will help in meeting your deliverables effectively.
Key Responsibilities:
• Process and maintain portfolios with lifecycle events
• Set up and review new securities and pertinent details
• Provide extensive reporting services for stakeholders
• Assist in supporting client operations during valuations
• Conduct regular substantiation of portfolio positions
Requirements:
• Fund operations or accounting experience is an asset
• Proficient in MS Office applications is essential
• Background in numeric disciplines p...
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