Job Title: Senior Vice President, Client Services Private Equity
About Citco
Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 6,000 employees in 45 countries we pioneer innovative solutions that meet our clients’ evolving needs, and deliver exceptional service.
Our continuous investment in learning means our people are among the best in the industry. Our corporate social responsibility programs provide meaningful and fulfilling work in the community.
A career at Citco isn’t just a job – it’s an opportunity to excel in an environment that genuinely supports your personal and professional development.
About the role:
The ideal candidate will have direct Private Equity accounting experience and have demonstrated capabilities in managing a portfolio of private equity asset managers and allocators.
The role will support the European Management Team of the Private Equity line of business. The candidate will have a lead role in managing and driving client specific strategic initiatives, which will involve interacting with other Citco offices and various operational & product lines within the organization.
Key tasks and responsibilities: Client Profitability, Client Retention, Client Satisfaction
- Primary point of contact for Clients
- Develop C-Suite relationships with clients
- Manage client profitability – periodic analysis of revenue vs cost. Analyze trends and communicate findings to Senior Management
- Revenue enhancement – cross sell Citco products & services to existing clients
- New revenue generation – support sales initiatives
- Accounts receivable – manage/monitor timely receipt of fees
- Communication – establish client communication matrix to ensure appropriate channels are in place (periodic health checks etc.)
- SLA – Establish, manage & monitor client SLA’s and generate MIS KPI reporting for internal and external consumption
- Manage SLA breaches, incidents and communication to client
- Onboarding - work alongside our integration team to establish plan for new client setup and transitions
- Coordinate with Operations group, Financial Statement group, Tax group, and Investor Relations group
- Project manage new initiatives / change being rolled out to clients
- Ensure RAG rating of client is in line with Clients view of the relationship – maintain CRM system
- Visit clients on periodic basis to evaluate service quality and identify client priorities
- Assist in the resolution of complex client issues – report weekly updates to Senior Management
- Risk Management – conduct CRA’s where appropriate
- Provide technical accounting/industry knowledge to clients
- Notify Clients of changes / enhancements to Citco’s Product / Service offering
- Query escalation – act as point person for client escalations
Qualifications and Experience:
- 12 to 15 years private equity experience working at a fund administrator or private equity fund
- Strong leadership skills and supervisory experience of other professionals
- Skills in negotiation, business planning and budgeting, margin analysis, rating agency relations and technical accounting.
- Familiarity with Investran
- Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of accounting
- Experience in reviewing and preparing general ledgers and financial statements
- Project management skills with attention to detail and proven ability to multi-task.
- Strong written and verbal communication skills.
- Advanced computer skills (Microsoft Excel).
- CPA designation a plus
- Bachelor’s Degree in Accounting or related field.
- CPA designation a plus
What We Offer:
- A challenging and rewarding role in an award-winning global business.
- Opportunities for personal and professional career development.
- Great working environment, competitive salary and benefits, and opportunities for educational support.
- Be part of an industry leading global team, renowned for excellence.
Remuneration:
- A highly competitive salary package will be awarded the successful candidate.
Confidentiality Assured.
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