12-15 years of experience in private assets, preferably in fund administration or management.
Proven track record in operating model redesign and process re-engineering within financial services.
Strong technical knowledge of private assets accounting, fund structures, and complex calculations.
Ability to design scalable services across jurisdictions, viewing processes end-to-end.
Experience managing large, complex client relationships with strong judgment on commitments.
Skilled in translating operational needs into technical requirements, especially with data and platforms.
Leadership experience, including mentoring and supervising professionals.
Responsibilities
Lead the complete redesign of operating models and services for Private Assets.
Translate operational challenges into actionable business cases and delivery plans.
Define target operating models, including roles and controls, for products and services.
Implement best practices across regions to enhance consistency and efficiency.
Act as the Operations representative in client engagements and solution designs.
Oversee complex client transitions and implementations, ensuring smooth integration.
Coordinate with various teams to align operational needs with data and automation capabilities.
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.
Full Job Description
Job Description
Responsibilities
Your Role
You will lead end-to-end operating model and product redesign for a portfolio of Private Assets services, from problem definition through to adoption.
Lead the redesign of how a service runs end to end - not patching an existing process, but rebuilding it around what the business and clients actually need.
Translate operational pain points into a defined scope, business case and delivery plan.
Define the target operating model for a product or service, including roles, handoffs, controls and location strategy.
Develop and implement best practice standards across regions, driving consistency and efficiency.
Act as the Operations voice in client pitches, POCs and solution design, and hold the line on what is genuinely deliverable.
Lead operational solution design for our marquee clients, working alongside Client Services, Product and Client Integration.
Own the marquee solution reuse assessment - identifying where a client-specific build could be productised for the wider book, and leading that rollout.
Lead complex client transitions and implementations from an Operations standpoint, working alongside the integration team on new client setup.
Set out requirements with the Data, Reporting & Platform Enablement and Digital Workflow, Automation & AI focus areas where a redesign or client solution depends on data, platform or automation capability.
Coordinate across Operations, Tactical Operations, Marquee Client teams, Financial Statements, Tax, Investor Relations and Client Integration.
Lead and mentor focus area resources, including rotational colleagues joining from the business.
Report on progress, risks and benefits realisation to the relevant leader and senior stakeholders.
Qualifications
About You
You have 12-15 years' experience in private assets, working at a fund administrator, fund manager or comparable environment.
Proven delivery of operating model redesign, process re-engineering or transformation initiatives in financial services.
Strong technical knowledge of private assets accounting and operations, including fund structures and complex calculations.
The ability to see a whole service end to end rather than a single desk, and to design for scale across jurisdictions.
Significant exposure to large or complex client relationships, with credibility in front of clients and the judgement to distinguish between a reasonable request and an unsustainable commitment.
The ability to recognize where a bespoke solution has wider application, and to make the case for productizing it.
Comfortable working with data, reporting and platform teams and translating operational need into technical requirements.
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.
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.
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.
