Client Integration and Onboarding Assistant Vice President (Private Equity)

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 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 www.citco.com.

About the Team:

Lead onboarding of new Private Equity clients onto Citco technology platforms, specializing in fund structures, system setup, and accounting methodology while participating in firm-wide initiatives and industry thought leadership.

Your Role:

• Onboard PE clients to Citco technology platforms and review fund legal documents.
• Implement comprehensive data migration including detailed analysis, chart of accounts mapping, and system uploads.
• Execute system automations for subsequent closings and partner transfers.
• Prepare reconciliations with published financial statements and investor statements.
• Lead data migration between internal/external systems and develop custom solutions.
• Contribute to development and testing of Citco's technology platform.
• Support multiple time zones during large projects as part of global conversion team.
• Demonstrate leadership in coaching team members and managing client relationships.
• Participate in Proof of Concept and RFP assistance.
• Draft task performance procedures and operational memorandums.

About You:

• Bachelor’s degree in accounting, Finance, Mathematics, or Economics.
• 3+ years managing teams of accountants, senior analysts, and supervisors.
• Strong project management skills with high attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Ability to handle multiple projects and stakeholders simultaneously.

Preferred Skills:

• CPA or CFA certification.
• Private Equity experience.
• Asset management industry client servicing experience.
• Strong sense of ownership and accountability.

Our Benefits

Your wellbeing 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.