Manager, Data, Reporting & Platform Enablement
About The Position
This role is part of the Strategic Operations team within Private Assets at Citco. Strategic Operations is a dedicated function focused on transformation delivery, project execution, business analysis, operational initiatives, and implementation support. This specific area, Data, Reporting & Platform Enablement, is led by the Technology, Data & Delivery leader and is responsible for defining Operations requirements for data, reporting, and platforms, strengthening data quality and lineage, and carrying solutions through testing, deployment, and adoption. The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments. Rotational colleagues join from the business, help shape and deliver change, and return to the line with broader project experience.
Requirements
- 4+ years’ experience in private assets accounting or operations, with exposure to reporting or data work.
- Solid technical knowledge of private assets processes and the data they produce.
- Hands-on experience building or maintaining reporting, or a clear appetite to develop in that direction.
- Comfortable working with technology partners and asking the questions needed to get to a root cause.
- 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).
- Bachelor’s Degree in Accounting, Finance or Economics.
Nice To Haves
- Exposure to reporting, workflow or automation tooling an advantage.
- Working towards a professional accounting designation an advantage.
Responsibilities
- Support data, reporting and platform delivery, with hands-on ownership of analysis, reporting build and testing.
- Gather and document data and reporting requirements from Operations teams.
- Build, test and maintain reporting outputs and analysis used to evidence problems and measure benefits.
- Investigate data quality issues and trace them back to source.
- Build and execute test scripts for platform and reporting change, and track defects through to resolution.
- Support platform implementation tasks across fund structures, new client setups and transitions.
- Prepare user guidance and support Operations teams through go-live.
- Maintain project documentation, trackers and status reporting.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Short-term disability benefits
- Long-term disability benefits
- Retirement savings plan
- Tuition reimbursement
- Mental health and wellness support
- Parental leave
- Annual discretionary bonus pool based on company profitability and individual contributions
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What This Job Offers
Job Type
Full-time
Career Level
Manager
