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Added 2 mins ago
MI
Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
Added 32 mins ago
MI
Associate Director, Fund Onboarding & Accounting, Private Equity
MUFG Investor Services
Toronto, ON
- $76,730 to $112,537 CAD / year
- Full-time
Added 23 hours ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
Added 1 day ago
MI
Associate Director, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
Added 2 days ago
MI
Senior Associate Director, Financial Reporting
MUFG Investor Services
Halifax, NS
- Full-time
Added 2 days ago
MI
Senior Associate Director, Financial Reporting
MUFG Investor Services
Halifax, NS
- Full-time
Added 3 days ago
MI
Associate, Investor Trading Operations
MUFG Investor Services
Halifax, NS
- Full-time
Added 3 days ago
MI
Associate, Investor Trading Operations
MUFG Investor Services
Halifax, NS
- Full-time
Added 3 days ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
Added 3 days ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
Added 6 days ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
Added 6 days ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
Added 6 days ago
MI
Senior Associate, Nexus, Global AML Team
MUFG Investor Services
Toronto, ON
- $63,000 to $92,400 CAD / year
- Full-time
Added 6 days ago
MI
Senior Fund Accountant, Capital Activity- Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
Added 6 days ago
MI
Director, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $165,000 to $175,000 CAD / year
- Full-time
Added 6 days ago
MI
Fund Accounting Supervisor, Capital Activity- Private Markets
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
Added 6 days ago
MI
Director, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $165,000 to $175,000 CAD / year
- Full-time
Added 6 days ago
MI
Senior Fund Accountant, Capital Activity- Private Markets
MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
Added 6 days ago
MI
Fund Accounting Supervisor, Capital Activity- Private Markets
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
Added 6 days ago
MI
Senior Associate, Nexus, Global AML Team
MUFG Investor Services
Toronto, ON
- $63,000 to $92,400 CAD / year
- Full-time
Added 7 days ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
Added 7 days ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
Added 7 days ago
MI
Fund Accountant, Private Markets
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
Added 7 days ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
Added 7 days ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time

MUFG Investor Services

Associate Director, Fund Onboarding & Accounting, Private Equity

Toronto, ON, Canada

$76,730 to $112,537 CAD / year · Full-time

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Job details

Pay: $76,730 to $112,537 CAD / year
Job type: Full-time
Apply by: May 11, 2027
Experience: A minimum of 5 years’ experience in the Private Equity/Real Estate funds industry
Posting language: English
Posted: Nov 12, 2026

Original job description

MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.

With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.

Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.

Job Description

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.

Qualifications

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)

Additional Information

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

MUFG is an equal opportunity employer.

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More about this job

Responsibilities

Manage client and fund onboarding, launches, and conversions, serving as the main client contact and coordinating handoffs, agreements, systems, accounts, and due diligence with internal teams and external partners. Provide operational leadership and accounting setup oversight while ensuring client service, completed controls, and compliance with ISAE/SOC standards.

Requirements

Requires at least five years of experience in the private equity or real estate funds industry, including experience in private equity. Candidates should have client relationship management skills and experience leading or holding a senior role in projects, preferably client onboarding; an undergraduate college degree is desirable.

Skills

Private Equity Fund Onboarding
Fund Administration
Project Management
Private Equity
Real Estate Funds
Debt Funds
Fund Conversions
Accounting System Setup
Shareholder Services
Client Service
Stakeholder Coordination
Team Leadership
Due Diligence
Regulatory Compliance
Administration Agreements

Benefits

Continuous Learning And Development
Work-Life Integration

Visa sponsorship

Not detected in the job text

Keywords

Private Equity
Real Estate Funds
Debt Funds
Fund Onboarding
Fund Launches
Fund Conversions
Fund Administration
Client Integration
Project Management
Administration Agreements
Accounting Systems
Shareholder Services
Bank Accounts
Due Diligence
Banks
Auditors
Brokers
Custodians
ISAE Standards
SOC Standards
Compliance
Internal Controls
Banking Services
Financial Services

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