Investor Relations Senior Analyst Jobs

0-2 years experience in financial services, fund administration, asset management, banking or client service

Support management in department initiatives, projects and risk mitigation

Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard

Diploma or Bachelor's degree in a business related field preferred or relevant experience

Knowledge of Investor Services processes and related functionalities an asset

Existing client/customer service experience would be ideal

Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.

Communicate pending transactions to fund management as required.

Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.

Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.

Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.

Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.

10+ years demonstrated progressive experience years B2B experience in marketing, strategy or communications roles in enterprise technology and/or service providers

Minimum of 3 years Analyst Relations experience

Demonstrated leadership and mentoring skills with the ability to coach and develop team members

Strong collaboration and negotiation skills with ability to influence and gain support across the organization and externally

Advanced analytical skills with the ability to analyze and interpret datasets to derive insights, challenge conclusions, and change direction

Creative, outside-the-box thinking with demonstrated experience balancing strategic and creative thinking with tactical detailed execution and measurement

Well-established planning and project management skills with an ability to think strategically.

An understanding of how to manage, utilize and leverage data analytics.

Excellent written and oral communication skills, with proven success in interpreting, synthesizing and translating complex information into simple, compelling language.

Providing senior-level writing and editing services for all channels.

Building and maintaining high-trust relationships and partnerships with a variety of stakeholders including vendors, community organizations and agencies and other regulators.

Creativity and an interest in reaching, engaging and helping Albertans.

Prior experience working in finance, banking, or other relevant environments.

Experience engaging with stakeholders, investment managers, and investors.

Overarching responsibility to ensure data integrity is being managed by the relevant data owners.

Excellent written and verbal communication skills.

Reporting, analysis, and presentation skills.

Lead cross-function collaboration to assist with both updates of the CRM and wider business applications/processes.

Assist with vendor relationship management, lead requisitions and invoice administration (prior experience with Workday helpful)

Collaborate with and field information requests from other teams within finance, legal and corporate secretary, marketing, and other teams

Able to effectively plan, organize, project manage and operate in a high-profile and dynamic environment with fluid priorities

Undergraduate degree in Finance or commerce / business administration-related field

Ideally: Experience with FactSet (including expertise with Excel plugins), and familiarity with Bloomberg

Assist with research and coordination of information gathering and analysis for internal reporting and external disclosure, including quarterly and ad-hoc requests