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Citco Technology Mgmt

Assistant Vice President (Investor Relations - Transfer Agency)

Posted Updated
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About the Role:

Your role will encompass all facets of the investor relations role including:

Job Duties in Brief:

  • Build and maintain client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team;
  • Proactively manage the team’s daily workflow, ensuring that deadlines are met and controls are adhered to;
  • Ensure that capital transactions and NAVs are processed correctly and efficiently by the team and the associated records are filed and maintained efficiently and comprehensively;
  • Ensure that investor reporting and client reporting is accurate and distributed in a timely manner;
  • Fully implement the CFS Global IR policies, procedures and best-practice guidelines;
  • Liaise internally with the AML team, Treasury team, Fund Accounting teams, Compliance officer and Internal auditor;
  • Represent the team at IR management meetings and assist with agenda preparation and minute taking;
  • Chair bi-weekly team meetings to relay operational updates and discuss IR initiatives;
  • Represent Investor Relations at on-site visits with clients and auditors;
  • Propose and develop department-wide operational improvements in consultation with the other IR managers;
  • Provide continuous coaching to team members on operational issues ensuring that system enhancements and process changes are implemented correctly and effectively;
  • Conduct Interviews and participate in the selection process of new staff;
  • Conduct performance appraisals for team members.

Job Requirements

  • Bachelor Degree in Accounting , Finance, Business related area
  • Min of 7 years of experience in an investor relations environment, preferably private equity and/or hedge funds
  • Proficient in Microsoft Applications (Word, Excel etc).
  • Strong communication and interpersonal skills with the ability to build effective working relationships.
  • Good client/ business relationship management
  • Supervisory skills with experience in managing and/or leading staff for 4 years.
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