The posting
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



