Overview
As a junior member of the Credit & Investment Team, you will support investment research, produce reports and market commentaries, and help manage live data for clients. You will learn about financial markets within a supportive, development-focused environment at a leading global issuer. The role blends client-facing insights with rigorous reporting and data handling, contributing to the team’s investment advisory activities. This position offers hands-on growth in a hybrid London setting with strong emphasis on learning and personal development.
Pay / Benefits
- 26 days annual leave
- wellbeing day
- volunteer day
- Parental leave
- Health, wellbeing and lifestyle rewards
- Learning & Development opportunities
Responsibilities
- Draft daily and weekly economic commentaries and market reviews for clients
- Prepare monthly fund monitoring reports across asset classes and coordinate with Relationship Managers
- Create monthly counterparty risk assessments and review bank-related metrics
- Maintain and disseminate the weekly ATS rate sheet from panel banks
- Verify deals for process compliance and data integrity for audit readiness
- Support ATS dealing activities as you gain experience in fixed deposits and related products
- Produce client deal confirmations and monthly accrued interest statements
- Deliver Treasury Management Services for two regulatory bodies in line with their policies
- Generate daily, weekly and monthly management information
- Attend market seminars to deepen understanding of conditions and forecasts
- Provide ad-hoc support to the Credit & Investment team
Key requirements
- Enthusiastic, proactive attitude with an interest in Financial Markets
- Willingness to handle repetitive tasks while remaining motivated
- Curious, questioning mindset focused on process improvement
- Team player with energy and ability to work under guidance or independently
- Strong attention to detail with planning and organisational skills
- Excellent listening skills and openness to feedback
- Strong verbal and written communication skills for relationship-building
- Microsoft Office proficiency, especially Excel (demonstrated via studies or training)
- enthusiastic go-getter
- inquisitive and questioning mindset
- team player with self-motivation
- excellent listening and adaptability to feedback
- Microsoft Excel
- Microsoft Office
Client Executive, Investments employer: MUFG Pension & Market Services
MUFG Pension & Market Services is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee wellbeing and professional growth. With a strong focus on innovation and technology, particularly in corporate governance, employees benefit from extensive career development opportunities and a supportive environment that values diverse perspectives. Located in vibrant city centres like Leeds and London, the company provides a flexible hybrid working model, ensuring a balanced work-life experience while engaging with a diverse portfolio of high-profile clients.
Contact Details:
MUFG Pension & Market Services Recruitment Team
