ABOUT CITCO:

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

• Interact with senior management and manage overall relationships for multiple Private Assets clients.
• Provide technical industry knowledge to clients.
• Preparation of client service plans.
• Establish plan for new client setup and transitions.
• Coordinate with AML group, Accounting group, Financial Statement group, Tax group, and Legal team.
• Review and provide feedback on private equity fund client’s partnership agreements, subscription documents, PPM’s and other materials.
• Management of various operational aspects associated with client relationships and investors.
• Implementation and understanding of fund structures.
• Manage and monitor the timing and quality of client deliverables.
• Build and manage client relationships.
• Manage and develop staff of 10-20 Investor Relation Specialists.
• Drive local and global initiatives.
• Build out and manage internal Policy and Procedure documentation.
• Ensure procedures and controls are adhered to.
• Appropriate handling of fund manager and investor calls.
• Prepare and review all activity within stated Service Level Agreements.
• Assist with various projects and risk management.
• Develop and engage with Investor Relations staff at all levels.
• Liaise with Investor Relations team managers on succession planning.
• Drive automation of tasks using Citco technology, reducing risk and increasing efficiency for department.
• Participate in business development opportunities