FATCA/CRS Senior Associate

Experience something Brilliantly Different with MUFG Investor Services.  

Who are we?

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

#LI-Hybrid

Reporting to the Senior Associate Director you will: 

• Maintain knowledge of FATCA and CRS regulatory and compliance climate as it impacts service and/or clients
• Conduct additional research as necessary to resolve internal or external queries.
• Proactively manage daily workflow and ensure set deadlines are met
• Review of tax documentation/self-certification forms for completeness and reasonableness in accordance with regulatory requirements and investor KYC
• Quality control of FATCA and CRS information in TA systems
• Prepare annual FATCA and CRS returns for client delivery/approval and submission of same to local jurisdictional tax portals
• Work closely with internal teams, such as Client Operations, Investor Operations and Client Integration, to ensure all internal and external deliverables are met
• Contribute to system developments to support the business and regulatory requirements
• Build and maintain a strong relationship with clients and vendors, acting as a point of contact for all FATCA and CRS queries
• Ensure all processes are performed in accordance with operational procedures and controls and maintain a high degree of accuracy at all times.
• Respond to various stakeholder queries in a comprehensive and timely manner.
• Provide reporting updates to and attendance of Board of Directors meetings
• Take on ad-hoc tasks as required

• Previous working experience in Fund Admin industry related to FATCA is preferred (2-3 years)
• Min. 2 years’ experience in a fund administration role or similar
• Understanding of fund structures, investor life-cycle and tax reporting
• Excellent organizational and multi-tasking skills
• High attention to detail
• Proficient in Microsoft Office Suite

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll 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.