Teams at Ocorian

Support FATCA and CRS reporting for fund services: collate and generate reports from NAV, Viewpoint and eFront, maintain tax compliance data, register entities and LEIs, upload filings to tax portals, assist data remediation and documentation, and support regulatory reporting process improvements under manager supervision.

Perform timely execution of CDD/KYC onboarding, periodic and event-driven reviews, maintain client records, manage work queues across jurisdictions to meet SLAs, identify risks/controls gaps, liaise with front office, Compliance and Operations, and support process improvements within a global client lifecycle framework.

The role involves managing client portfolios, preparing financial statements, supervising team members, ensuring compliance with deadlines, and liaising with clients and auditors for efficient service delivery.