- Liaise with investment managers for daytoday operational issues.
- Participate in various system improvement initiatives.
- Prepare or coordinate all client regulatory reporting/ FATCA & CRS deliverables and associated reports as required.
- Work with internal teams such as Client Operations Investor Operations and Client Integration etc. to ensure all internal and external deliverables are met.
- Assist in developing and improving regulatory reporting/ FATCA & CRS processes.
- Build and maintain a strong relationship with clients and vendors.
- Develop an understanding of the regulatory reporting/ FATCA & CRS environment.
- Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed.
- Keep up to date with and apply applicable regulations and accounting standards.
- Prepare regulatory/ FATCA &CRS reporting templates roll forwards workings and reports.
- Respond to various stakeholder queries in a comprehensive and timely manner.
- Take on adhoc tasks as required.
Qualifications :
- Previous working experience in Fund Admin industry related to FATCA is necessary (23 years)
- Understanding of Fund structures Investors structures and tax reporting
- Professional qualification such as CAMs certification desirable.
- Postsecondary education with a concentration in finance accounting mathematics or related fields.
Additional Information :
Whats in it for you to join MUFG Investor Services
Take a look at our careers site and youll find everything youd expect working with one of the fastestgrowing businesses at one of the worlds largest financial groups. Now take another look. Because its how we defy expectations that really defines us. Youll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation laser client focus.
So why settle for the ordinary Apply now for your next Brilliantly Different opportunity.
We thank all candidates for applying; however only those proceeding to the interview stage will be contacted.
Remote Work :
No
Employment Type :
Fulltime