Job Description
To successfully execute the systems set ups and data implementation of new clients/funds to MUFG’s platform ensuring excellent client service and adherence to MUFG policies and procedures throughout.
- Manage all aspects of system and static data setups for new client onboarding and conversions.
- Plan and oversee all conversion activities liaising with internal stakeholders.
- Take ownership of the systems setups throughout the onboarding process, ensuring productive rapport is established.
- Create the funds/clients in the appropriate systems based on the offering documents and best practices.
- For conversions, catch-up, system reinitialization and system reconfiguration, setup and load the latest fund NAV and share registry information to the applicable systems.
- Leverage data analysis and visualization tools to review NAV and Share registry data and resolve discrepancies.
- Ensure all deliverables are on tim...