Director, Business Data Office, Head of Operational Intelligence
About MUFG Investor Services
MUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today's investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world's largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.
Job Description
Lead the design and delivery of an operational intelligence platform to provide data-driven insight (KPIs, trending, forward-looking metrics) to senior operational leadership, executive leadership, and others. This role combines strategic leadership, technical expertise, and business acumen to transform operational data into actionable intelligence. The position requires close collaboration with senior stakeholders, cross‑functional teams, and data specialists to ensure the platform drives efficiency, transparency, and informed decision-making across the organization.
Define the vision and roadmap for the operational intelligence function.
Lead, mentor, and develop BI developers, Business Analysts, and other team members.
Identify, define, and prioritize key operational metrics across business units.
Oversee the design and implementation of a Power BI–based KPI/insight platform.
Establish data governance standards, ensuring accuracy, consistency, and a drive toward adoption.
Drive automation and scalability in reporting processes to reduce manual effort and improve reliability.
Translate complex data into clear, actionable insights for senior management and operational teams.
Monitor and evaluate performance trends, highlighting risks and opportunities for improvement.
Partner with business leaders to understand operational challenges and reporting needs.
Deliver executive-level dashboards and reports that support strategic decision-making.
Communicate insights effectively to both technical and non-technical audiences.
Stay abreast of emerging BI tools, data visualization techniques, and industry best practices.
Champion the adoption of advanced analytics, predictive modeling, and AI-driven insights where appropriate.
Continuously refine KPIs to reflect evolving business priorities and market conditions.
Collaborate with partners in IT, Data Flow, etc. to ensure data availability and consistency.
Respond to adhoc data requests, problems, strategic projects, and insight generation for senior leaders in the firm.
Qualifications
Post-secondary education/University Degree with a concentration in finance or accounting.
Professional designation preferred but not required.
Certification in Power BI or similar tools preferred.
10+ years in financial services, with significant experience in BI, analytics, or operational reporting.
Proven leadership in managing cross-functional teams and delivering enterprise-scale BI solutions.
Expertise in Power BI, SQL, data warehousing, and data governance frameworks.
Proven strength in communication skills with the ability to influence senior stakeholders.
Additional Information
What's in it for you to join MUFG Investor Services? We offer a vibrant culture, connected team, love of innovation, laser client focus, next-level learning & development, and hybrid working flexibility. We defy expectations and this is how we differentiate ourselves.
MUFG is an equal opportunity employer.
At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.
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