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Experience · 4 entries
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2022
Junior Associate Director - Investor Operations
Apr 2022
MUFG Investor Services, a division of Mitsubishi UFJ Financial Group (MUFG), is a global leader in asset servicing, administering over $1 trillion in client assets. The company is known for next level solutioning, bespoke client-focused model, operations transformation expertise, and a laser focus on alternatives.
From 17 locations around the world, MUFG Investor Services, through its suite of solutions, helps clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. MUFG Investor Services offers a broad range of solutions to support clients across the investment lifecycle, including asset servicing, fund administration, banking, payments, fund financing, foreign exchange overlay, securities lending, custody, business consulting, and more. Its nearly 500 clients represent funds across the public and private markets ecosystem including investment managers (fund of funds, hedge funds, infrastructure, mutual funds, private debt, private equity, real assets, venture capital), institutional investors, pensions and endowments, sovereign wealth funds and investment consultants.
MUFG Investor Services is a division of MUFG, one of the largest banks in the world with approximately $3 trillion in assets. To learn more, please visit us at www.mufg-investorservices.com.
2017
Shareholder Services Supervisor (contract)
Jan 2017
Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. Founded in 1818, we have a 200-year track record helping clients innovate and navigate complex financial markets. As a private partnership, we are uniquely built to put clients first and create success that lasts.
Our 6,000 employees across BBH’s 18 offices serve clients through two focused business lines: Investor Services – offering innovative operating model solutions and asset servicing in 90 markets; and Capital Partners – offering multi-family office services, investment management, private equity, corporate advisory, and banking. Please visit bbh.com to learn more and meet our team.
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2015
Transfer Agency Supervisor
Dec 2015
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion
2012
Client Services / AML Associate (contract)
Oct 2012
Fidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $893.2 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers, and wealth managers, to private individuals.
Our Global Platform solutions business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $625.4 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 December 2024.
