Associate Director, Private Equity Fund - Client Onboarding Specialist

• Act as a client’s main point of contact throughout the onboarding process, ensuring a 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 same are presented, reviewed and signed off by appropriate parties.
• Act as a subject matter expert on internal MUFG systems across private equity, real estate and debt fund mandates.
• Work as part of a team on large onboarding projects.
• Liaising with banks, auditors, brokers, custodians and internal organizational groups to ensure smooth set-up of communication channels, accounts, systems, 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 on-boarding 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.
• A minimum of 5 years’ experience in the Private Equity/Real Estate funds industry
• Third Level qualification / College Under Graduate Degree desirable
• Client focused with proven ability to manage client relationships
• Experience within the Private Equity space
• Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

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MUFG is an equal opportunity employer.