MUFG Investor Services Portfolio Analyst, Client Operations Full Time in Halifax, NS

MUFG Investor Services

Branch Halifax NS CA

Portfolio Analyst, Client Operations
Halifax, NS

Managing Cash movements between accounts. University Degree in a relevant field or an equivalent combination of education and related work experience….

About MUFG Investor Services

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 $2.4 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.


Due to exceptional demand for its services we are seeking a Portfolio Analyst, Client Operations to work in our Halifax office.

Core responsibilities:

  • Daily Cash and Position Reconciliation work
  • Daily Cash Forecasting
  • Reporting of Trusteed Positions
  • Maintainance of Security master
  • Managing Cash movements between accounts
  • Working with Trade Support team to move cash for trade funding
  • Working directly with clients to run back office

Key Requirements:

  • University Degree in a relevant field or an equivalent combination of education and related work experience
  • Strong computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel is particularly an asset.
  • Understanding of securities such as equities, bonds, forwards, futures, options, etc.
  • Proven investigative, analytical and problem solving skills

Preference will be given to candidates who have:

  • Proven passion to improve processes and increase efficiency
  • Demonstrated client service focus
  • Strong attention to detail
  • Excellent time management and organizational skills and a dedicated team player
  • Exceptional interpersonal and communication skills


MUFG provides all of its employees with an extremely competitive and attractive compensation package. In addition to base salary, there is a group medical insurance plan, group pension plan, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.

Starting salary will be dependent on previous experience.

Interested candidates should email their resume and cover letter quoting the position title in the subject to [email protected]. We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG Investor Services is an equal opportunity employer.

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Halifax, NS, CA
Posted on: 2018-05-24
Posted by: