Ocorian Benefits Overview

Own preparation of financial statements and management accounts for a client portfolio, perform reconciliations, prepare VAT returns, support audits, review junior work, maintain working papers, and drive process improvements to ensure accurate, compliant reporting.

Drive new business and revenue across the Americas for private client, trust and corporate services. Build and convert pipelines, lead sales cycles from first conversation to signed agreement, negotiate commercial terms, collaborate across jurisdictions, expand client relationships through cross-sell/upsell, and represent the firm at events to strengthen brand and win complex opportunities.

Support investor servicing for private equity and closed-ended funds, handling onboarding, investor records, capital calls/distributions, cash monitoring, regulatory reporting (FATCA/CRS), and client queries while collaborating with advisers, directors, banks and internal teams to ensure accurate, compliant fund administration.