Publié il y a 86 mois
Manager, Onboarding – Private Equity
@ Citco Technology Mgmt
Toronto, Ontario
En bref
Citco Technology Mgmt is hiring a Manager, Onboarding for its Private Equity and Real Estate Fund Services group. The role leads client onboarding onto Citco technology platforms, coaches a team of accountants and analysts, and works through fund structures, waterfall models and client documentation. The posting asks for 5+ years managing accountants, a finance or accounting degree and willingness to work long hours.
Responsabilités :
- Onboard clients onto Citco's technology platforms
- Review and interpret fund legal documents
- Coordinate internal and external stakeholders on data capture
- Prepare and analyze client financial data for conversion
- Participate in sales pitches and product demonstrations
Résumé des exigences :
- Bachelor's degree in accounting, finance, mathematics or economics
- 5+ years managing accountants, senior analysts and supervisors
- CPA or CFA preferred
- Big 4 or mid-size public accounting experience preferred
- Strong project management and attention to detail
- Proficiency in Microsoft Excel, Word and PowerPoint
Outils et compétences
Source et dates
Type de source non vérifié · tbe
- Date publiée par l’employeur
- 2019-10-22
- Première détection par notre source
- 2026-10-12
- Mise à jour du dossier source
- 2026-10-20
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Gestionnaire |
| Domaine | Finance et comptabilité |
| Expérience | 5 an(s) et plus |
| Expérience en gestion | 5 an(s) et plus |
| Gestion d’équipe | Oui |
| Heures par semaine | 40 (estimé) |
| Horaire | heures supplémentaires |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Candidatures encouragées | Personnes handicapées |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Accounting, Finance, Mathematics, Economics |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Citco Technology Mgmt
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
The Citco group of companies provides a broad range of financial services for hedge funds, administration, PE & more.
Description complète de l’entreprise
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
- Abonnés LinkedIn
- 250 245
- Personnes associées sur LinkedIn
- 12 614
- Bureaux déclarés
- 89 Nexus Way, 2nd Floor Camana Bay,, P.O. Box 31105, Grand Cayman, Cayman Islands KY1-1205, KY
- 2 Bloor St E, Toronto, ON M4W 1A8, CA
- Route de Saint-Cergue 9, Nyon, VD 1260, CH
- Naritaweg, Amsterdam, North Holland 1043 BW, NL
- 3 2nd St, Jersey City, NJ 07302, US
- 20 Rue de la Poste, Luxembourg, Luxembourg 2346, LU
- 1 Custom House Quay, Dublin, 1, IE
- Catégories d’activité
- Finance
- Financial Services
- Autres noms enregistrés
- The Citco Group Limited
- Citco Technology Mgmt
- Spécialités
- Fund Administration
- Technology Development
- Investor Relations Services
- Banking & Custody Services
- Corporate & Trust Services
- Market Entry Services
- Private Equity
- Investment Management
- Hedge fund
- Real Estate Investment
- Governance Services
- and Global Subsidiary Services
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 5,001-10,000 employees |
| Siège social | Grand Cayman, Cayman Islands |
| Type d’organisation | Privately Held |
| Spécialités | Fund AdministrationTechnology DevelopmentInvestor Relations ServicesBanking & Custody ServicesCorporate & Trust ServicesMarket Entry ServicesPrivate EquityInvestment ManagementHedge fundReal Estate Investment |
| Offres sur Jobsy | 34 |
| Voir la page |
Manager, Onboarding – 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. 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 Private Equity and Real Estate Fund Services group is seeking a Manager to join the On-boarding team. This specialized team is made up of professionals who are subject matter experts, and are consistently being consulted with matters relating to Fund structures and the related system setup, accounting methodology and calculations. The team takes the lead in on-boarding new clients onto Citco technology platforms to build a foundation for the Fund Accounting / Operations team. The Manager must demonstrate leadership skills in coaching, motivating team members and dealing with client and counterparts in other group. The Manager is expected to learn and develop expertise in all aspects of the on-boarding process, waterfall model development, as well as participate in firm-wide initiatives and industry thought leadership.
Job Duties in Brief:
- On-board clients to Citco’s technology platforms and develop into a subject matter expert on systems and implementations
- Review and assist in the interpretation and documentation of fund legal documents
- Coordinate with both internal and external stakeholders to ensure all necessary data points are properly captured for reporting and calculation modeling
- Coordinate with all relevant teams internally to ensure processes and workflows are aligned to meet client needs
- Understand complex fund structures and accounting for them accordingly.
- Maintain a current and thorough understanding of applicable best practice policies and client specific agreements.
- Prepare, analyze client’s financial data for conversion into Citco platforms.
- Partner with key stakeholders on the development and testing of Citco’s technology platforms
- Contribute to ongoing discussions on workflow process and best practices; document and implement process improvements
- Participate in marketing and sales pitches; effectively demonstrate and communicate Citco’s on-boarding process and waterfall capabilities
About You:
- Candidates must have a minimum of a bachelor’s degree in either of the following or related fields: Accounting, Finance, Mathematics or Economics; CPA or CFA preferred
- 5+ years experience in managing a team of accountants, senior analysts and supervisors.
- 3 – 5 years of Big 4 or large mid-size public accounting firm experience preferred
- Experience in servicing clients in the asset management industry is a plus
- Strong project management skills with a high attention to details required
- Strong team leader and team player who exhibits strong communication and written skills
- Strong sense of ownership and accountability of work product
- Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines
- Fund Accounting and IT skills a plus
- Proficiency knowledge in Microsoft Excel, Word and Powerpoint
- Willingness to work long hours, as required
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.
Confidentiality Assured.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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