Fund Services Vice President AEOI
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Job Location:
Manila - Philippines
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
The Citco group of companies (Citco) is a network of independent companies worldwide for over 70 years all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8 trillion in AuA and operations across 36 countries with over 50 office locations.
For decades industry publications have recognized our leadership in service and innovation. These accolades are a reflection of our drive to push ourselves and our industry forward.
With strategically positioned global offices we offer opportunities for graduates and seasoned professionals to work across the world. Careers at Citco can span continents.
For more information about Citco please visit
Responsibilities
Your Role:
With AEOI Managers coordinate and oversee processes around validation of IRS forms and Self-Certifications maintaining high accuracy and timeliness across the team
With AEOI Managers coordinate and oversee preparation of daily / monthly / annual deliverables managing and monitoring timing and quality
Managing and coaching managers and supervisors informally and via regular meetings; completing annual performance review and goal-setting process for direct reports
Manage communications and ongoing relationships of investment managers investors and other external and internal stakeholders. Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients including industry research and analysis as required.
Communicate daily with remote teams and reporting lines; preparing and providing progress and status updates and escalating items as required.
Prepare and/or review prepared AEOI filing analysis output from back office for delivery to clients.
Research analyze and provide recommendations for process improvements to increase operational efficiencies and decrease risk.
Ensure adherence across teams to all internal processes.
Additional tasks as assigned
Qualifications
About You:
You will be degree qualified (preferably in a discipline relevant to Financial Services)
8 years experience in Financial Services with exposure to FATCA &; CRS regulations an advantage
Proven strong client relationship skills
Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
Proven experience managing team at least 6 years experience
Exceptional attention to detail
Results driven and self-motivated
Ability to work in global teams and adapt to different communication styles
Proficient in Microsoft Office applications
Key Competencies:
- Client Relationship Management
- Communication
- Business Technical & Commercial Awareness
- Quality and Risk Control
- Decision Making
- Developing Working Relationships with others
- Leadership
- Organization and Resources Management
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. Accommodation is available upon request for candidates taking part in all aspects of the selection.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
At Citco, we don't just provide bespoke solutions and better results. We’re a true partner dedicated to developing rich, long-term relationships through gold standard services.
