MUFG Investor Services logo

Associate, Genesis, Investor Trading Operations - Global Fund Specialist

Posted 14 days ago

OfficeHalifax, NS, CanadaEN

Job Description

Role Purpose

We’re evolving how our teams use Appian to manage work, remove friction, and respond faster to what matters most. As part of this, you’ll play a key role keeping workflows running smoothly, ensuring cases are accurately routed, and flagging anything that could slow us down. You’ll sit at the centre of daily operations, connecting teams, resolving issues, and helping us continuously improve how we use the platform. If you enjoy solving problems in real time and making systems work better, this role puts you right where the action is.

What You'll Own

  • Manage and monitor all Appian queues to ensure work is flowing accurately and efficiently throughout the day
  • Lead email categorisation quality—identify gaps, fix misrouting issues, and improve workflows to reduce friction
  • Run daily and periodic checks to keep cases up to date, properly allocated, and moving within SLA timelines
  • Escalate aged, high-risk, or urgent items quickly, working directly with Nexus and Genesis teams to drive resolution
  • Maintain and update the Appian Admin Portal to ensure clean, reliable system management
  • Partner with senior team members to troubleshoot system issues and coordinate communication to impacted teams
  • Support the testing and rollout of new features, giving feedback to improve functionality before and after launch
  • Act as a go-to resource for system questions—helping teams resolve errors, unblock cases, and work more effectively

#LI-Hybrid

Qualifications

What You Bring

Essential

  • Strong ability to prioritise and assess urgency—you know how to spot risks early and keep work moving under pressure
  • Experience managing workflows or operational queues, with a clear understanding of why accuracy and timing matter
  • Confident communicator—you can clearly explain issues, escalate when needed, and keep stakeholders aligned
  • Organized and detail-oriented—you stay on top of multiple moving parts without losing accuracy
  • Adaptability—you’re comfortable navigating change and helping others adopt new tools and processes

Valued

  • Experience in Investor Operations or a similar environment where case management is critical
  • Exposure to Appian or other workflow/case management platforms
  • A continuous improvement mindset—you actively look for better ways to work and reduce inefficiencies
  • Experience supporting system implementations, testing, or rollout of new features

If you’re someone who thrives in fast-paced environments, spots problems before they escalate, and takes pride in keeping things running smoothly—we’d love to hear from you. Even if you don’t meet every requirement, we encourage you to apply if this role excites you and matches your strengths.

#LI-Hybrid

Additional Information

What’s in it for you?

At MUFG Investor Services, you’ll find everything you’d expect from a global financial institution — and more.
What sets us apart is how we do things differently.

You’ll experience it in our connected teams, our focus on innovation, and the way we invest in your learning and growth. We’re serious about hybrid working too — giving you the flexibility to do your best work while staying connected to your team and our culture.

So why settle for the ordinary?
Build a Brilliantly Different career with us.

Job details
Workplace
Office
Location
Halifax, NS, Canada
Experience
EN
MUFG Investor Services logo
MUFG Investor Services
View company page

MUFG Investor Services is a global fund administration and asset servicing provider specializing in alternative investments, offering custody, banking, regulatory, and financing solutions backed by Mitsubishi UFJ Financial Group.

Employees
2167
Industry
Financial Services
Headquarters
George Town, Grand Cayman
Company location
205 Elgin Avenue, George Town, Grand Cayman, KY
Specialties
Regulated Funds, Hedge Funds, Real Estate, Real Assets, Private Equity and Private Debt, Fund of Hedge Funds, Foreign Exchange, Securities Lending, Banking & Liquidity Solutions, Middle Office Outsourcing, Fund Administration, Trustee, Debt Services, Fund Financing, Foreign Exchange Overlay, Asset Servicing, Regulatory Reporting Services, Post Trade Operations, Banking, Payments, Venture Capital, ESG, Infrastructure, Custody, and Depositary

Key team members

Ben Hallett

Ben Hallett

Preston Zapffe

Preston Zapffe

Ellen Wang

Ellen Wang

Carol Bauroth

Carol Bauroth

Apply smarter with Jobr

Jobr aggregates jobs directly from company career portals — no middlemen. Our team applies on your behalf with AI-tailored resumes, reviewed by a human before submission.

Direct from company career pages
AI-personalised cover letters
Human review before every submit
Application tracking & follow-ups