Associate, Business Data Office, Client and Investor Data - job 1 of 2

As an Associate in the Business Data Office at MUFG Investor Services, your main responsibilities will include managing requests for data updates, collaborating with the accounting and investor operations teams, validating data updates, and maintaining client, investor, and investment data. You'll also assist in data clean-up and participate in initiatives to automate data processes.

To qualify for the Associate, Business Data Office position at MUFG Investor Services, candidates should hold a Bachelor's degree in a technical or analytical field. Experience in the financial services or accounting industry is essential, along with advanced MS Excel skills and strong attention to detail.

MUFG Investor Services embraces a hybrid working model for the Associate, Business Data Office position, allowing you the flexibility to work both remotely and on-site. This balance promotes productivity while supporting the well-being of our team members, ensuring that you can thrive in a work environment that best suits your needs.

Key skills for an Associate in the Business Data Office at MUFG Investor Services include strong analytical and problem-solving abilities, advanced MS Excel skills, attention to detail, and a good understanding of accounting systems and data querying skills such as SQL. Previous experience working in a data office would also be a plus.

Working as an Associate in the Business Data Office at MUFG Investor Services opens up exciting opportunities for growth and development. The company emphasizes continuous learning and professional growth, providing access to training, mentorship programs, and opportunities to participate in innovative projects across various teams.

To ensure data accuracy, I would validate data update requests meticulously and communicate any discrepancies to the requesting user. By following standard operating procedures and regularly performing data clean-up tasks, I can maintain the integrity of the data.

In my previous roles, I've frequently worked with various data formats, including CSV and PDF. I have experience extracting and manipulating data to import it into appropriate systems, ensuring smooth transitions and usability in reporting.

I am well-versed in using advanced MS Excel for data manipulation and analysis. Additionally, I have experience with accounting systems like Geneva and Yardi, as well as data querying with SQL, which aids in effective data management.

I prioritize tasks by assessing the urgency and impact of each request, communicating with stakeholders to set clear expectations, and utilizing checklists to track progress. This approach ensures that all data requests are addressed effectively and in a timely manner.

To improve data processes, I would analyze existing workflows to identify bottlenecks and inefficiencies. Collaborating with team members, I would propose standardized procedures and seek to implement automation where applicable, enhancing overall efficiency.

In a previous role, I encountered discrepancies in a large dataset used for reporting. I systematically cross-checked the figures against source documents, collaborated with the accounting team for insights, and successfully rectified the discrepancies, ensuring accurate reporting.

I stay updated on trends and changes in data management by following industry news, attending relevant webinars, and participating in professional groups focused on data analytics and management best practices.

Effective communication is vital in the Associate, Business Data Office role, as it ensures that data requests and inaccuracies are addressed promptly. Clear communication with stakeholders fosters collaboration and facilitates a seamless workflow.

If I encounter missing or invalid data, I would promptly reach out to the requesting user to clarify the information and provide any necessary guidance to correct it. Maintaining a record of these issues helps in identifying patterns that may require systemic adjustments.

I am drawn to the Associate, Business Data Office role at MUFG Investor Services because it offers the opportunity to work at the intersection of finance and data analysis. I appreciate MUFG's commitment to innovation and growth, and I'm excited to contribute to a company recognized for its exceptional service and collaborative culture.