We are seeking a Senior Associate Director to lead training initiatives across our Private Markets operations teams in North America. This role is pivotal in shaping the onboarding, upskilling, and continuous development of staff supporting Private Equity and Private Debt fund administration.

The successful candidate will possess extensive experience in fund administration and training, along with strong instructional design skills and a collaborative mindset to drive operational excellence across our Canadian and US offices. A thorough understanding of the Private Equity or Private Debt market is essential.

Key Responsibilities:

Develop bespoke content for complex fund structures, capital transactions, and investor allocations.
Design and execute training on system navigation, transaction processing, and reporting workflows.
Maintain and evolve competency matrices for Private Markets roles, mapping skills progression from onboarding through advanced levels.
Track training effectiveness through assessments, feedback loops, and performance metrics.
Design and deliver training programmes tailored towards Private Markets operations.
Partner with business leads to identify training needs and align high quality content with operational requirements.
Contribute to risk reduction and readiness for new business by delivering targeted training solutions.

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Bachelor’s degree in finance, accounting, or a related discipline is essential. Professional certifications such as CPA, ACCA, or equivalent are desired. A qualification in Learning & Development is advantageous.
Significant years of experience in fund administration, with a strong focus on Private Markets.
Proficiency in Investran LIVE is required, including hands-on experience with fund accounting, investor allocations, and reporting.
Knowledge of Yardi and or Sentry would be an additional advantage.
Experience with instructional design and digital learning platforms is a plus.

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways.  Our vibrant CULTURE. Connected team. Love of innovation, laser client focus. 

So, why settle for the ordinary?  Apply now for your next Brilliantly Different opportunity. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

Experience something Brilliantly Different with MUFG Investor Services.  

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

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Senior Associate Director, Operations Training, Private Equity Operations Solutions

Senior Associate Director, Operations Training, Private Equity Operations Solutions

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