Analyst - Client Outreach Data
MUFG · Bengaluru, Karnataka, India
Financial Services · 10,001+ employees
About the role
The analyst will support the Securities Client Onboarding and Regulatory Management Lead in delivering an efficient onboarding process for new clients and products. They will act as a key point of contact for internal desks and stakeholders while ensuring compliance with all applicable financial regulations.
What they look for
Requirements
Candidates should have experience in a client-facing role within a complex organization and possess knowledge of investment banking products and market regulations. Strong communication skills, proficiency in Microsoft Office, and the ability to manage multiple deadlines are essential.
Full description
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
This role is to support the Securities Client Onboarding and Regulatory Management Lead with the delivery of an efficient client Onboarding process, ensuring all applicable financial regulation obligations are fulfilled.
As a significant support function, interacting with the customer and internal stakeholders, customer experience is paramount for the team. This individual will be a key point of contact for a number of desks in relation to end to end onboarding onboarding for new clients and new product set ups along with management of regulatory onboarding as required. Delivery of these activities and proficient management information is essential to succeeding in this area.
Functional / Technical Competencies:
Preferred
- Experience in a client and business facing role within a complex organizational structure, with the ability to demonstrate successful outcomes.
- Knowledge of investment bank products with particular focus on Sales and Trading and Capital markets.
- Knowledge of Markets Regulations (MIFID II, EMIR, Dodd Frank, CFTC, SBSD, Volcker, FATCA/CRS)
Essential
- Ability to complete milestones and work toward multiple deadlines simultaneously
- Able to communicate effectively to key stakeholders at all levels and drive positive outcomes
- Ability to hold Face to face connects with Front Office, Clients, Compliance and other stakeholders as needed
- Strong work ethic and ability to work with limited supervision in a busy and sometimes pressurised environment.
- Excellent Attention to detail
- Excellent Microsoft Office skills – Excel (data manipulation, lookups, pivot tables) and Powerpoint (Clear, concise, well formatted reporting).
Education / Qualifications:
Essential
- Degree Level or relevant industry experience
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
