Job Description
The Citco group of companies (Citco) is a network of independent companies worldwide for over 70 years, all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8+ trillion in AuA and operations across 36 countries with over 50 office locations.
For decades, industry publications have recognized our leadership in service and innovation. These accolades are a reflection of our drive to push ourselves and our industry forward.
With strategically positioned global offices, we offer opportunities for graduates and seasoned professionals to work across the world. Careers at Citco can span continents.
For more information about Citco, please visit www.citco.com
Responsibilities
Your Role:
- With AEOI Managers, coordinate and oversee processes around validation of IRS forms and Self-Certifications, maintaining high accuracy and timeliness across the team,
- With AEOI Managers, coordinate and oversee preparation of daily / monthly / annual deliverables, managing and monitoring timing and quality
- Managing and coaching managers and supervisors informally and via regular meetings; completing annual performance review and goal-setting process for direct reports
- Manage communications and ongoing relationships of investment managers, investors, and other external and internal stakeholders. Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
- Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required.
- Communicate daily with remote teams and reporting lines; preparing and providing progress and status updates and escalating items as required.
- Prepare, and/or review prepared AEOI filing analysis output from back office for delivery to clients.
- Research, analyze and provide recommendations for process improvements to increase operational efficiencies and decrease risk.
- Ensure adherence across teams to all internal processes.
- Additional tasks as assigned
Qualifications
About You:
- You will be degree qualified (preferably in a discipline relevant to Financial Services)
- 8+ years experience in Financial Services, with exposure to FATCA &; CRS regulations an advantage
- Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
- Proven experience managing team, at least 6+ years experience
- Exceptional attention to detail
- Results driven and self-motivated
- Ability to work in global teams and adapt to different communication styles
- Proficient in Microsoft Office applications
Key Competencies
- Client Relationship Management
- Communication
- Business, Technical & Commercial Awareness
- Quality and Risk Control
- Decision Making
- Developing Working Relationships with others
- Leadership
- Organization and Resources Management
Our Benefits
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodation is available upon request for candidates taking part in all aspects of the selection.
