Teams at MUFG Investor Services

Perform portfolio reconciliations, NAV reviews, transaction and corporate action processing, security pricing validation, and break resolution. Support client onboarding, oversee reconciliation and data transmission technology, liaise with custodians and brokers, investigate NAV changes, respond to client queries, and maintain service-level agreements.

Leads front-end analysis and solution shaping for NAV production applications across fund types, with particular expertise in private equity and private markets. Acts as a fund accounting and NAV subject matter expert, defining requirements, solution intent, acceptance criteria, process models, use cases, and risks. Partners with business stakeholders, engineers, solution owners, and quality teams to assess feasibility, data quality, operational readiness, testing, adoption, documentation, and roadmap opportunities.

Leads front-end analysis for complex NAV production solutions, serving as a fund accounting and private markets subject-matter expert. Defines business requirements, solution intent, acceptance criteria, operating-model implications, data needs, risks, and readiness requirements. Collaborates with business stakeholders, solution owners, engineers, and quality teams while documenting processes, use cases, system behavior, and functional narratives. Supports platform implementation, adoption, roadmap shaping, and cross-team testing across fund types, with particular emphasis on private equity and alternative investments.