AVP - Digital Workflow, Automation & AI

The Citco Group Limited•Guernsey, WY

About The Position

Citco is a global leader in fund services, corporate governance and related asset services. The Strategic Operations team is a dedicated function within Private Assets, created to take the development and delivery burden off Operations and to close the gap between project design and operational adoption. This role sits within the Digital Workflow, Automation & AI pod, which determines what is worth automating and how it gets deployed and measured. The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and Marquee Client teams. Roles are offered on both a permanent basis and as approximately 12-month rotational assignments.

Requirements

4+ years’ experience in private assets accounting or operations, with exposure to automation or process improvement work.
Solid technical knowledge of private assets processes and the manual steps within them.
Exposure to automation tooling, workflow design or testing, or a clear appetite to develop in that direction.
Comfortable challenging why a manual step exists and evidencing a better way.
Strong analytical skills, with the ability to interrogate data and evidence a recommendation.
Attention to detail and a proven ability to manage several pieces of work at once.
Strong written and verbal communication skills.
Advanced computer skills (Microsoft Excel); exposure to reporting, workflow or automation tooling an advantage.
Bachelor’s Degree in Accounting, Finance or Economics; working towards a professional accounting designation an advantage.
Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.
Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.
Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.

Responsibilities

Support the identification, build and deployment of automation and digital workflow solutions.
Map candidate processes in detail and quantify the manual effort involved.
Support the design of target workflows, including exception handling and controls.
Draft requirements and supporting documentation for review with IT and the Transformation Office.
Build and execute test scripts, run UAT cycles and track defects through to resolution.
Support deployment into the business, including user guidance and training material.
Track usage and benefit after go-live, and flag where a solution is not being used as intended.
Maintain project documentation, trackers and status reporting.