The posting
Job Description
About Citco
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.
For more information about Citco, please visit www.citco.com
About the Team & Business Line
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
Strategic Operations is a dedicated function within Private Assets. It brings transformation delivery, project execution, business analysis, operational initiatives and implementation support into one team, reducing the delivery burden on BAU Operations and maintaining ownership from design through adoption.
The group will be split across three distinct focus areas, aligned under two individual leaders:
Operating Model, Product & Client Solutions: led by the Operating Model & Product leader, this area will define how services should run end to end, shape scalable products and solutions, support complex client implementations, and ensure client commitments are operationally deliverable.
Data, Reporting & Platform Enablement: led by the Technology, Data & Delivery leader, this area will define Operations requirements for data, reporting and platforms, strengthen data quality and lineage, and carry solutions through testing, deployment and adoption.
Digital Workflow, Automation & AI: also led by the Technology, Data & Delivery leader, this area will identify and deliver workflow, automation and AI opportunities, establish appropriate controls, and measure whether the expected benefits are realized.
The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments anchored in strategic locations. Rotational colleagues will join from the business, help shape and deliver change, and return to the line with broader project experience.
Responsibilities
Your Role:
- You will lead the Operations data, reporting and platform agenda for Private Assets — setting requirements with IT and the Transformation Office, and delivering alongside them.
- Own the Operations view of the data and reporting roadmap, including data quality, lineage, ownership and reporting capability.
- Set out Operations’ requirements with IT and the Transformation Office, then deliver alongside them rather than handing over.
- Lead platform enablement work — ensuring platform change is specified, tested and adopted with Operations in the room throughout.
- Establish reporting standards and reusable data products rather than one-off extracts.
- Provide the data and evidence base that other focus areas rely on to quantify a problem and measure a benefit.
- Coordinate across Operations, IT, the Transformation Office, Tactical Operations and Data Services.
- Lead and mentor focus area resources, including rotational colleagues joining from the business.
- Report on progress, risks, dependencies and benefits realization to the relevant leader and senior stakeholders.
Qualifications
About You
- You have 12–15 years’ experience in private assets or a comparable financial services environment, with substantial exposure to data and platform initiatives.
- Proven delivery of data, reporting or platform programmes, including requirements definition and UAT ownership.
- Strong technical knowledge of private assets accounting and operations, and of the data those processes produce and consume.
- Practical understanding of data models, lineage, controls and reporting architecture.
- Credibility with technology partners — able to challenge a design and hold a delivery date.
- 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. Salary Range: USD $200,000 - $325,000
- While this role may be posted under a different location, as part of our office transition, the successful candidate's primary work location will be Metropark, located at 170 South Wood Avenue, 4th Floor, Iselin, NJ 08830. 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. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. 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.
