Job Opportunity
VP – Investor Relations, Private Assets
Citco | Toronto, Canada
Job Summary
Work directly as a partner of the Senior Vice President of Private Equity in the overall management of the PE IR department. Private Equity experience; extensive experience in all aspects of client servicing.
Details
About Citco
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.
For more information about Citco, please visit https://www.citco.com/
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.
As a core member of our Investor Relations team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.
Responsibilities:
The Vice President will work directly as a partner of the Senior Vice President of Private Equity in the overall management of the PE IR department to deliver the following responsibilities listed below.
Client Relationship Management
* Adopt a pro-active role in establishing Citco as a partner
* Think strategically and assess potential impact on operational capacity when assessing client (internal/external) requirements
* Understand current client needs/strategies and anticipate future client needs
* Deliver innovated solutions to clients
* Develop and sustain client relationship by initiating communication on a regular basis, both by telephone and in person
* Respect client confidentiality and sensitivity of information shared
* Keep customer (internal/external) informed of trends and issues relevant to their services
Client Servicing
* Maintain a pro-active customer focus at all times
* Constantly review client utilisation of deliverables; eliminate unnecessary service where appropriate
* Enhance current servicing levels, deliver beyond client expectations
* Develop and implement best practice on all processes; eliminate non-value-added tasks
* Monitor internal service delivery levels against established standards (contractual Service Level Agreements)
* Establish and document business contingency plans for all areas of responsibility
* Facilitate new business installations, managing all phases ensuring timely and accurate completion
Financial and Risk Management
* Budget preparation and in managing costs within the department
* Ensure full adherence and implementation of the corporate and local risk policy, manage and minimise claims
* Ensure all control procedures and internal reporting requirements are met
* Assess and monitor the operational risks in the department
* Monitor risk reporting to ensure adherence to department’s procedures
Resource and Staff Management
* Direct report managerial – development, coaching and succession planning including the completion of performance reviews and individual development plans
* Develop management and technical skills of managers
* Provide staff management support to the managers, assisting them to effectively deal with staff issues
* Create an environment that motivates rewards and supports the staff
* Actively participate in the recruitment process
Leadership Skills
* Set challenging team goals and empower people to achieve them
* Keep people focused on critical goals and deadlines through frequent and consistent communication
* Motivate people by creating a high-performance environment that is both challenging and exciting
* Promote and support change initiatives within the business
* Actively contribute to corporate initiatives as part of the management team
Other
* Private Equity experience
* Keep up to date on legislative requirements and standards
* Be acutely aware of changing market, impact on existing and potential client base
* Gain detailed knowledge and understanding of Citco’s products, policies and procedures
* Participate in projects that will enhance the delivery of service to our clients, as well as offer opportunity for staff and self-development
* Participate in organisational strategic initiatives
Qualifications:
* Ability to manage all aspects of a team and/or teams – leadership, coaching, recruitment, team building, problem resolution, motivation, training and development of staff and managers.
* Good liaison skills across all levels of the organisation
* Extensive experience in all aspects of client servicing
* Solid understanding of the finance industry and financial markets
* Previous experience gained within an investor relations / unit registry environment
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- Job Reference #: 11175