Posted 6y ago

Senior Client Onboarding Hedge Funds

@ Citco
Dublin, Ireland
OnsiteFull Time
Responsibilities:Supporting client onboarding, Managing data migrations, Coordinating with stakeholders
Requirements Summary:Minimum of 3 years in the financial services industry, degree qualified in a business or finance related discipline, proven project management and business analysis experience.
Technical Tools Mentioned:Microsoft Office
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Job Description

 

About Citco

Since the 1940’s 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. And 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 role of a Client Integration Senior Specialist involves supporting projects such as client onboarding client integrations, conversions, service delivery changes and sales support. The Senior Specialist will primarily be responsible for data file analysis, loading/reconciliation of data migrations and incoming/outgoing file implementation.  The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Senior Specialist role is part of a global conversion team and may be required to support multiple time zones during large projects.

Job Duties in Brief:

Business Development Support:

  • Stakeholder in the development of new clients/business
  • Request for proposal/information assistance
  • Build out of sample portfolios for client pitches and demonstrations
  • Direct source of information to Business Development on vendors/conversion/interfaces

Functional Data Migrations:

  • Incumbent admin to Citco
  • Internal system migration
  • Citco to new admin

Project Manage:

  • Incoming file testing
  • Instruct / extract testing and maintenance
  • Standard & custom extract file development (in house / vendor)
  • Coordinate with both internal and external stakeholders to ensure all necessary data is captured for client reporting
  • OMS vendor migrations
  • Responsible for system set up and coordination with third parties for new fund launches
  • Contribute to development and testing of Citco’s technology platforms

Client / Vendor Relationship Management:

  • Work with external vendors to improve quality of files, processes and workflows
  • Client user setup / permissions
  • Work with existing clients on new requirements and process improvements

Administrative Reporting:

  • Tracking of projects, progress and deadlines on SharePoint
  • Assist with reporting to senior management
  • Assist Finance on invoicing for file maintenance and communication charges

About You:

  • Degree qualified in a business or Finance related disciple
  • Attention to detail
  • A ‘team player’ who can work well within the function to deliver a quality service
  • Minimum of 3 years in the financial services industry
  • A proven interest in the financial markets and hedge fund industry
  • Proven Project Management Experience
  • Proven Business Analysis Experience
  • Working knowledge of Listed and OTC products
  • Creative and innovative
  • Excellent communication and writing skills
  • Client focus
  • Continuous improvement
  • Proficient in Microsoft Office applications

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 to the successful candidate.

Confidentiality Assured.

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