Financial Operations Coordinator

15 hours ago


Manila, National Capital Region, Philippines The Citco Group Limited Full time
About Us
The Citco Group Limited is a network of independent companies providing asset-servicing solutions to the global alternative investment industry. Our team is dedicated to delivering exceptional service and innovation. As a Financial Operations Coordinator, you will play a key role in facilitating the completion of CFS due diligence questionnaires and related materials.

Key Responsibilities
  1. Prepare written responses to investor due diligence questionnaires and confirm with operational teams.
  2. Project manage due diligence questionnaires by creating internal deadlines and ensuring overall SLA is met.
  3. Organize and facilitate DDQ calls alongside appropriate individuals from the business.
  4. Act as the central point of contact for clients and internal teams.
  5. Escalate any items at risk of slipping to supervisor in a timely fashion.
  6. Facilitate the periodic update of standardized documents.
  7. Coordinate with Citco legal and investors to execute non-disclosure agreements.
  8. Maintain adherence to standard procedures and best practices.

Qualifications
  1. University degree in a relevant discipline and 2+ years of experience in a financial services firm.
  2. Critical thinker/detail oriented.
  3. Strong sense of ownership.
  4. Proficiency in communication skills.
  5. Due Diligence experience is a plus.
  6. Flexibility in work schedule.
  7. Team player with excellent interpersonal skills.
  8. Strong organizational skills/business acumen.


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