12-15 years of experience in private assets or financial services with a focus on automation and digital transformation.
Demonstrated success in delivering automation, digital workflow, or AI initiatives that were fully adopted.
Strong technical knowledge of private assets processes to assess automation feasibility.
Practical understanding of workflow orchestration and the control implications of automation.
Sound commercial judgment regarding effort versus benefit, with a readiness to halt unproductive projects.
Proven leadership and supervisory experience, including mentoring rotational colleagues.
Skilled in business planning, budgeting, and stakeholder negotiation.
Excellent written and verbal communication skills.
Advanced proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint.
Bachelor's Degree in Accounting, Finance, Economics, or a related field; professional accounting designation is a plus.
Responsibilities
Lead the automation and AI strategy for Private Assets Operations, assessing automation viability and deployment.
Identify and prioritize automation and AI opportunities within the Private Assets estate.
Determine the appropriate approach for each opportunity, advocating for the best solution.
Establish reusable and supportable deployment standards for automation solutions.
Collaborate with IT and the Transformation Office throughout the build and deployment phases.
Define metrics for measuring benefits before project initiation and report on outcomes post-deployment.
Set governance and controls for automated processes in partnership with Risk and the Control Office.
Coordinate with Tactical Operations to scale successful automation solutions already in place.
Mentor and lead focus area resources, including rotational colleagues from the business.
Report on progress, risks, and benefits realization to senior stakeholders.
Benefits
Comprehensive medical, dental, and vision coverage.
Short and long-term disability benefits.
Retirement savings plan with employer contributions.
Tuition reimbursement for professional development.
Mental health and wellness support services.
Parental leave and additional family support options.
Participation in an annual discretionary bonus pool based on company performance.
Commitment to fostering an inclusive culture and supporting diverse backgrounds.
Full Job Description
Job Description
Responsibilities
Your Role:
You will lead the automation and AI agenda for Private Assets Operations - determining what is worth automating, how it gets deployed, and whether the benefit was real.
Identify and prioritise automation, digital workflow and AI opportunities across the Private Assets estate.
Determine the right approach for each opportunity - workflow, automation tooling or AI - and make the case for it.
Own deployment standards so solutions are reusable and supportable rather than one-off local fixes.
Partner with IT and the Transformation Office through build, deployment and support.
Define how benefit will be measured before build starts, and report on whether it was realised.
Establish the governance and controls around automated and AI-assisted processes, working with Risk and the Control Office.
Coordinate with Tactical Operations on automation already deployed, and pick up solutions worth scaling.
Lead and mentor focus area resources, including rotational colleagues joining from the business.
Report on progress, risks and benefits realization to the relevant leader and senior stakeholders.
Qualifications
About You
You have 12-15 years' experience in private assets or a comparable financial services environment, with substantial exposure to automation or digital transformation.
Proven delivery of automation, digital workflow or AI initiatives that were deployed and adopted, not just piloted.
Strong technical knowledge of private assets processes - enough to judge what is genuinely automatable and what is not.
Practical understanding of workflow orchestration, exception-based processing and the control implications of automation.
Sound commercial judgement on effort versus benefit, and the willingness to stop work that will not pay back.
Strong leadership skills and supervisory experience of other professionals, including rotational colleagues joining from the business.
Skilled in business planning, budgeting and stakeholder negotiation.
Strong written and verbal communication skills.
Advanced computer skills (Microsoft Excel, Word, PowerPoint and SharePoint).
Bachelor's Degree in Accounting, Finance, Economics or a related field; professional accounting designation a plus.
What We Expect of the Strategic Operations Team
Regardless of role or focus area, everyone in Strategic Operations is expected to demonstrate the following:
Deep technical and operational knowledge - genuine depth in how our processes, data and platforms actually work - the detail that only comes from having run the work.
Curiosity - the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
A transformational mindset - comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
Ownership through to adoption - accountability does not end at delivery; success is measured by whether the change sticks in the business.
Commercial and client awareness - an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
Global mindset - working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
Ambition to shape Citco's future - an appetite to help build the operating model we will run for years, and to be measured on whether it works. Salary Range: USD $200,000 - $325,000
While this role may be posted under a different location, as part of our office transition, the successful candidate's primary work location will be Metropark, located at 170 South Wood Avenue, 4th Floor, Iselin, NJ 08830. Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.
About Citco
Citco is a financial services company that provides fund administration, custody, and banking services to institutional investors and alternative investment managers. The company was founded in 1948 and is headquartered in the British Virgin Islands. Citco has a global presence with offices in over 40 countries. The company's mission is to provide innovative and reliable financial solutions to its clients.
