Client Executive, Investments

Overview:

Our Credit & Investment Team at MUFG Corporate Markets, a division of MUFG Pension & Market Services, are looking to recruit a Client Executive – Investments. The team provide proactive investment advice to clients, including conducting research on new products that come to market with themes such as the Environment and Social Governance (ESG). In addition, the team runs an Agency Treasury Service (ATS), which allows clients to place various deposits through us with our range of panel banks as well as providing Treasury Management Services to two financial regulatory bodies.

The Client Executive - Investments will join as a junior member of the team, initially working to provide a range of reports, economic commentaries and presentations, as well as historic and live market data to the wider team and our clients.

This is a great role in which to begin your career, enabling you to learn, grow and develop personally and professionally within a supportive team who are willing to teach you on the job. This will enable you to expand your knowledge of financial markets in a progressive, market leading company that prides itself on offering investment in personal development.

This role is a hybrid role, with a blend of both working from home and from our London based office, so you need to be within commuting distance of central London. The nearest tube/DLR stations are Tower Hill, Liverpool Street Station, Monument, Aldgate and Bank Station

Candidates should have A-Levels or equivalent academic qualifications and have completed their undergraduate degree in the Summer of 2025 or 2026. You should also have an interest in Economics, Investments and Financial Markets.

Benefits:

26 days annual leave, plus a wellbeing day and a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year

Parental leave and Gender Transition leave

Health, wellbeing and lifestyle rewards and discounts that can be tailored to support you and your family.  Everything from: Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme

Appreciate programme: Employee recognition for colleagues demonstrating our values

Company Pension Scheme and Life Assurance

Employee Assistance Programme

Talent Referral Programme

Medical insurance

Learning & Development – Development opportunities at your fingertips via self-paced learning and access to LinkedIn Learning

What you need:

As with any role, we want to find the right person and we want to make sure you know it’s the right role for you too.  

You need:

•    To be an enthusiastic go-getter with an interest in Financial Markets, looking to start their career within a supportive investment team

•    An understanding that there are repetitive tasks that help your role development, but with the enthusiasm to undertake anything that is assigned to you - so you’ll be a realist

•    An enquiring and inquisitive mind, an individual who can question processes and ask how we can improve things 

•    Passion, energy and overall, an eager team player who can work under direction as well as motivate themselves to work on their own

•    Excellent attention to detail, aligned with planning and organisational skills

•    Exceptional listening skills with the ability to take on board feedback and training from a well-established team, growing and learning from the feedback

•    Excellent verbal and written communication skills with an ability to build and maintain relationships at all levels

•    Microsoft Office competency, particularly using Excel. This should be clearly identified through either using it as part of your studies or having taken external training modules

Day to Day, you will:

•    Compose daily and weekly commentaries which review major economic events and market activity for distribution to clients

•    Produce monthly fund monitoring reports for distribution to the wider Treasury team on a multitude of asset classes including money-market, fixed income, equities and property, whilst liaising with Client Relationship Managers and Client Executives to ensure reports remain relevant and informative

•    Produce monthly counterparty risk assessments which review risk and financial metrics and other news relating to a range of banks 

•    Update the weekly ATS rate sheet, inputting the rates received by our panel banks for distribution to clients

•    Check ATS deals placed to ensure processes have been followed correctly, the correct information has been saved for auditing purposes and all figures reconcile with further progress in this role to follow

•    Once comfortable in the role, work towards assisting with the ATS dealing which involves arranging the placement of fixed deposits, call and notice accounts with our range of panel banks

•    Produce client deal confirmations for both daily deals placed and monthly accrued interest statements

•    Provide Treasury Management Services for the two financial regulatory bodies, to include dealing on their behalf in accordance with their treasury management policy.

•    Produce daily, weekly and monthly management information

•    Attend seminars which include sessions from market-leading experts such as Capital Economics, to gain a greater understanding of current market conditions and forecasts

•    Provide ad‑hoc support to the Credit & Investment team.

The above list of key accountabilities is not exhaustive. It will evolve as you grow into the role and based on business needs