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.
About the Team & Business Line:
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
Your Role:
The Automatic Exchange of Information (AEOI) Team is seeking a Supervisor who will be responsible for supervision of the central AEOI team in Toronto and for servicing AEOI clients globally. Reporting to the Manager, AEOI, the AEOI Supervisor will be responsible for coordination of AEOI services: completion of annual regulatory deliverables, engagements for existing and new clients, and ongoing client servicing.
A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management and communication combined with all relevant and associated team supervision and administration.
- Coordinate and oversee preparation by AEOI team of annual/monthly/daily deliverables, managing and monitoring timing and quality.
- Communicate daily with team and reporting lines; prepare and provide progress and status updates, escalate items to management as required
- Research, analyze and provide recommendations for process improvements to increase operational efficiencies
- Review/approve deliverables and assist production where necessary
- Provide guidance to Individual Contributor-level staff on AEOI technical items and queries. Assist ICs in directing internal queries/escalations to appropriate contacts.
- Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders
- Manage expectations and ensure that all queries are dealt with in a timely manner
- 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.
- Identify, analyze and troubleshoot classification and re-classification inconsistencies.
- Local AEOI portal registration/de-registration, communication and trouble shooting.
- Read and interpret Financial Statements.
- Additional tasks as assigned.
About You:
- Degree qualified (preferably in a discipline relevant to Financial Services).
- 4+ years’ experience in Financial Services, with exposure to FATCA and CRS regulations an advantage
Assets:
- Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
- 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:
- Organization and resources management
- Leadership
- Client relationship management
- Communication
- Business, technical and commercial awareness
- Quality and risk control
- Decision making
- Developing working relationships with others
Salary Range: CAD 84,000 - CAD 102,000
- This posting is for an existing vacancy.
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. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Skills Required
- Degree qualification, preferably in a discipline relevant to financial services
- 4+ years of experience in financial services
- Exposure to FATCA and CRS regulations
- Strong client relationship skills
- Experience managing multiple projects or deliverables
- Excellent organizational and multitasking skills
- Exceptional attention to detail
- Ability to work in global teams and adapt to different communication styles
- Proficiency in Microsoft Office applications
What We Do
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
