The Transformation Office strives to create a consistent ability to transform our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs
As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
Responsibilities
As part of the Transformation Office, you will be working as a Business Subject Matter Expert within the AXI Platform Transformation and Support Team. You will primarily focus on the AXI Reporting functions of the platform, which spans from IR Related reporting like Market Value Statements, PCAP, Confirmations, Capital Activity and holding reports to FA Related reporting, like allocator reports, NAV Financial Statements, Fee Breakdown reports and extracts. The reports can be customized client reports or global reports/extracts. The AXI Platform Transformation Team consists of a Team of Business Subject Matter Experts who support the business in day-to-day operations and represent the business stakeholders to determine and document the business requirements of the AXI Platform in collaboration with the AXI IT Development Team.
Your role will consist of the following functions:
- Support Business Operations in configuring customized client reports a/o extracts
- Support Business Operations in configuring global generic reports a/o extracts
- Bridge between Business Operations and the AXI Report Development Team
- Analyze the data points required in the reports/extracts
- Define and spec out calculations required in the reports/extracts
- Determine requirements for “Reports as a calculation engine” Reports
- Work closely together with the AXI Report Development team to develop the report and provide guidance for the development.
- Understand the purpose of any client specific needs for AXI reporting
- Participating in workshops with AXI Development team to define and document business requirements for development
- Testing of new developed reports, extracts or functionality
- Work with business stakeholders to acquire business sign off for new or amended reports
- Work as an integral part of the Transformation Office.
- Liaise with key IT personnel and Business Analysts during the development process
- Liaise with key Stakeholders and Plan Sponsors to identify improvements to systems and business process
- Facilitate UAT for report a/o report enhancements
- Educate business users on new reports
- Provide level 2 local/global support for the AXI Platform
- Trouble shoot, resolve complex problems and detect development solutions
Any of the above tasks may be requested to be performed across other platforms within the Platform Transformation Office.
Qualifications
About You
- Bachelor or Master Degree in Finance
- 3 + years’ experience in Fund Accounting and FA Systems
- 5 + years’ experience in Financial Services
- Excellent planning, communication and presentation skills
- Exceptional attention to detail and accuracy
- Strong inter-personal, negotiation and mediation skills
- Ability to multi-task and prioritize amid competing timelines and priorities
- Strong Analytical skills
- Proven complex problem resolution
- Knowledge of SQL is a must or a must to learn
Our Benefits
Your well-being 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.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.