Financial Operations Coordinator
15 hours ago
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
- Prepare written responses to investor due diligence questionnaires and confirm with operational teams.
- Project manage due diligence questionnaires by creating internal deadlines and ensuring overall SLA is met.
- Organize and facilitate DDQ calls alongside appropriate individuals from the business.
- Act as the central point of contact for clients and internal teams.
- Escalate any items at risk of slipping to supervisor in a timely fashion.
- Facilitate the periodic update of standardized documents.
- Coordinate with Citco legal and investors to execute non-disclosure agreements.
- Maintain adherence to standard procedures and best practices.
Qualifications
- University degree in a relevant discipline and 2+ years of experience in a financial services firm.
- Critical thinker/detail oriented.
- Strong sense of ownership.
- Proficiency in communication skills.
- Due Diligence experience is a plus.
- Flexibility in work schedule.
- Team player with excellent interpersonal skills.
- Strong organizational skills/business acumen.
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