Job Description

Reporting to the Manager, AEOI Services, you will be principally responsible for supporting AEOI operations for one of Citco's largest private equity clients, in a highly dynamic environment. Acting as a key contact, you will have the opportunity to work closely with senior client contacts and internal partners across global offices and business divisions to ensure a seamless delivery of service.

A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication combined with all relevant and associated team supervision and administration.

Responsibilities

Main Job Functions/Responsibilities

• Coordinate and oversee annual/monthly/daily deliverables, managing and monitoring timing and quality. Support AEOI tax information analyses and preparation of XML format submission files
• Maintain AEOI data on entities within the client corporate structure. Monitor systems and documentation on newly organized or acquired entities, and performing IRS registrations
• Local AEOI portal registration/de-registration, communication and trouble shooting
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies.
• Provide guidance to Individual Contributor-level staff on AEOI technical items and queries. Assist ICs in directing internal queries / escalations to appropriate contacts.
• Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.

Qualifications

Key Requirements

• Degree qualified (preferably in a discipline relevant to Financial Services)
• 4 +years experience in Financial Services, with exposure to FATCA & CRS regulations an advantage
• Proven strong client relationship skills
• Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
• Exceptional attention to detail
• Results driven and self-motivated
• Ability to work in global teams and adapt to different communication styles
• Proficient in Microsoft Office applications

Key Competencies

• Organization and Resources Management
• Leadership
• Client Relationship Management
• Communication
• Business, Technical & Commercial Awareness
• Quality and Risk Control
• Decision Making
• Developing Working Relationships with others