Vice President, Investor Relations

Citco   •  

Toronto, ON

Industry: Financial Services


Not Specified years

Posted 375 days ago

About the Role:

The Vice President will work directly as a partner with the Director of Private Equity in the overall management of the PEIR department to deliver the following responsibilities listed below.

Job Duties in Brief:

Client Relationship Management:

  • Adopt a pro-active role in establishing Citco as a partner
  • Think strategically & assess potential impact on operational capacity when assessing client (internal/external) requirements
  • Understand current client needs/strategies & anticipate future client needs
  • Deliver innovated solutions to clients
  • Develop & sustain client relationship by initiating communication on a regular basis, both by telephone & in person
  • Respect client confidentiality & sensitivity of information shared
  • Keep customer (internal/external) informed of trends & issues relevant to their services

Client Servicing:

  • Maintain a pro-active customer focus at all times
  • Constantly review client utilization of deliverables; eliminate unnecessary service where appropriate
  • Enhance current servicing levels, deliver beyond client expectations
  • Develop & implement best practice on all processes; eliminate non-value-added tasks
  • Monitor internal service delivery levels against established standards (contractual Service Level Agreements)
  • Establish & document business contingency plans for all areas of responsibility
  • Facilitate new business installations, managing all phases ensuring timely & accurate completion

Financial & Risk Management:

  • Budget preparation & in managing costs within the department
  • Ensure full adherence & implementation of the corporate & local risk policy, manage & minimize claims
  • Ensure all control procedures & internal reporting requirements are met
  • Assess & monitor the operational risks in the department
  • Monitor risk reporting to ensure adherence to department’s procedures

Resource & Staff Management:

  • Direct report managerial - development, coaching & succession planning including the completion of performance reviews & individual development plans
  • Develop management & technical skills of managers
  • Provide staff management support to the managers, assisting them to effectively deal with staff issues
  • Create an environment that motivates rewards & supports staff
  • Actively participate in the recruitment process

Leadership Skills:

  • Set challenging team goals & empower people to achieve them
  • Keep people focused on critical goals & deadlines through frequent & consistent communication
  • Motivate people by creating a high performance environment that is both challenging & exciting
  • Promote & support change initiatives within the business
  • Actively contribute to corporate initiatives as part of the management team


  • Private Equity experience
  • Keep up to date on legislative requirements and standards
  • Be acutely aware of changing market, impact on existing and potential client base
  • Gain detailed knowledge & understanding of Citco’s products, policies and procedures
  • Participate in projects that will enhance the delivery of service to our clients, as well as offer opportunity for staff & self-development
  • Participate in organizational strategic initiatives