Senior Operations Manager, FA

Overview

Provide leadership, governance, and transition support to Fund accounting team in Mumbai. Help to set up maker and checker function of FA team in Mumbai. Will have to lead discussion with end clients on new request or new client onboarding. Own and manage deliverables of Fund accounting pack and other update along with HOD of Fund accounting in Sydney.

Key Accountabilities and main responsibilities

Strategic Focus

• Strategically plan the forecast and roadmap for the business
• Provide clear direction, goals and optimizing resource allocation for processes / projects
• Assist the team to identify and eliminate roadblocks by partnering with global teams and technology teams.
• Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group.
• Hold sessions with the team to communicate any changes, issues, procedures changes
• Create a team culture where staff are customer focused and understand customer needs
• Assist manager in achieving targets including headcount and all variable operating costs within agreed budget for team

Operational Management

• Lead team leaders and team members in meeting daily operational SLA and KPI
• Review and process complex clients which needs review by senior leaders.
• Achievement of service standards and client specific requirements regarding quality assurance, daily reporting and end of month reporting Will be equivalent to 20% of total time in a day.
• Ensure the team provide accurate and complete information, solve problems and complete transactions in a professional and timely manner to agreed standards
• Detailed review of distributable income calculations for managed investment funds and liaising with external tax parties.
• Review of general and special purpose accounts for retail and wholesale managed investment funds.

People Leadership

• Guide Team leaders to set measurement system for the process
• Monitor and measure team and individual staff performance against agreed KPI's
• Provide regular feedback sessions (as specified in performance agreement) and performance improvement plans for team members who are not meeting agreed measures and standards
• Manage the performance of team members by coaching, providing regular feedback on performance, and completing performance management processes within agreed timeframes
• Manage team resources by ensuring availability and punctuality of team members

Governance & Risk

• Prepare data for monthly reports for clients and internal stakeholders
• Regularly review work practices/procedures to identify opportunities to improve quality and/or productivity
• Manage escalations and seek to resolve them to the satisfaction of the customer and client
• Monitor the work of team members to ensure that the team is compliant with legal, regulatory, policy and business requirements

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

The successful candidate will have 10+ years' previous experience within a fund accounting environment preferably with an administrator, custodian, or fund manager. Minimum 5 years' experience in staff management including performance management, recruitment, induction, setting KPIs, assigning tasks.

• CA/CPA qualified would be added advantage.
• Working knowledge of Invest One application would be added advantage.
• Willingness to work in rotational shift starting at 4.30 am IST.
• All round grasp of accounting standards and taxation affecting the managed funds industry.
• Strong leadership skills and management skills
• Strong client services skills
• Strong project management skills
• Ability to work as a part of a team
• Problem solving, implementing practical solutions
• Ability to research and analyse legislative requirements and changes, update policy documents, checklists, templates, and procedures.
• Able to implement and complete project work both within teams and autonomously
• Able to co-ordinate conflicting deadlines
• Good communication skills both written and verbal
• Competent in Microsoft Office and ability to learn new software quickly

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.