AVP - Operating Model, Product & Client Solutions

The Citco Group Limited • Guernsey, WY

1d

About The Position

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. 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 in Pod A — Operating Model, Product & Client Solutions, which redesigns how a service runs end to end and carries that design through to adoption, and which carries the Operations voice into client pitches, POCs and our marquee client relationships. The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and our Marquee Client teams. Roles are offered on both a permanent basis and as approximately 12-month rotational assignments, and are anchored in our strategic locations. Rotational colleagues join from the business, shape the change, and return to the line owning the delivery with broader project experience behind them.

Requirements

• 4+ years’ experience in private assets accounting or operations, at a fund administrator, fund manager or comparable environment.
• Solid technical knowledge of private assets processes — general ledger, capital activity, fee calculations, financial statements and investor reporting.
• Exposure to process improvement, system testing or project work, or a clear appetite to move in that direction.
• Comfortable engaging both operational teams and technology partners.
• 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.

Nice To Haves

• working towards a professional accounting designation an advantage
• exposure to reporting, workflow or automation tooling an advantage

Responsibilities

• Support the redesign and delivery of operating model and product change, with hands-on ownership of analysis, testing and implementation tasks.
• Map current state processes, gather data and evidence where the friction and cost actually sit.
• Support the design of target state processes, controls and handoffs.
• Draft business 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.
• Document client-specific processes and requirements, and evidence where they differ from our standard model.
• Prepare analysis and materials to support client pitches, POCs and solution design.
• Support implementation of fund structures, new client setups, onboarding and transitions on our accounting platforms.
• Maintain the reuse inventory — what was built, for whom, and who else could benefit.
• Prepare training material and support Operations teams through go-live and into adoption.
• Maintain project documentation, trackers and status reporting.

Benefits

• range of benefits
• training and education support
• flexible working arrangements
• Accommodations are available upon request for candidates taking part in all aspects of the selection process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level