Management of a team of staff who are responsible for a portfolio of PE structures
Setting of team objectives and undertaking appraisals in addition to other team management duties
Ensure staff are being trained and professionally developed with clear organizational and individual objectives and are receiving regular feedback through 1:1a and appraisals
Lead resource requirement discussions with the Head of Location and lead the recruitment process for the PE team
Monitor staff productivity
Act as a senior lead for relationship management with clients
Chair monthly or quarterly client service meetings
Prepare SLA and KPI monitoring metrics
Monitor client profitability and make recommendations
Fund establishment including the drafting of operational procedures and fund checklists
Oversight and review of NAV calculations, quarterly & year-end client reporting, capital calls & distribution processing and other fund administration activities
Proven track record of high quality client service to a varied portfolio
Ensure the preparation, review, filing and distribution of documents on a timely basis in accordance with regulatory guidelines
Act as technical expert across PE structures, particularly provide guidance on Jersey regulatory funds framework to other PE members
To be the team expert with the fund administration systems including Investran and eFront.
Advice Senior Management Team in relation to changes to any regulation or impact to PE structures
Contribute and drive the overall strategic plan of MUFG
Attend risk committee meeting and board meeting of the MUFG entities when required
Involved in new business opportunities, including the completion of RFPs and attendance at client pitches
Implement proper system of internal controls
Experience of private equity fund administration is a pre-requisite for this role. Ideally have a minimum of 5 years' finance industry experience with a professional qualification (either Accountancy or Chartered Secretary), in addition to:
Ability to work as a member of team
Excellent communication and organizational skills.
Ability to build and manage strong relationships both internally and externally
People Management experience preferential
Willing to listen to others , is approachable and willing to learn from peers and leaders
Accepts responsibility for contributions as a team member
Drive for Results
A self-starter with initiative and able to multi task in a busy environment.
Able to exercise initiative in the performance of duties.
Ability to seek synergies in improvement of processes
Adaptable to the changing needs of a fast growing business with an ability to multi task.
Ability to stand by decisions and work well under pressure.
Good attention to detail and presentation of information.
Fundamental understanding of technical processes and requirements of the role
Responds to client needs in a timely approachable and responsive way
Ability to maintain long term relationships with clients