Senior Vice President or Vice President (Client Services -Hedge Funds)
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Essential Duties
- Establish relationships with C-suite contacts. Understand their background and track record. Identify decision makers and influencers. Build personal relationships.
- Understand the level of infrastructure the client has invested in. Know their other service providers, vendors and understand their current pain points.
- Understand the fund structure and related entities. Understand investment strategy and short and long term business vision.
- Identify opportunities to expand existing relationship by upselling additional CITCO products/services.
- Assist in the coordination of new client integrations & existing client launches.
- Ensure client is familiar with CITCO systems, processes, output.
- Negotiate SLA's with the client in line with the service proposal in coordination with the relevant Operations team.
- High level post review of NAV package to ensure familiarity with the client account.
- Agree format of formal communication strategy with client (quarterly meetings, monthly calls etc) and responsible for executing the communication strategy.
- Represent client internally and manage internal communication with business lines, operational teams, support teams etc.
- Monitor & manage SLA metric and deliverables. Update SLA's as new service requirements are agreed. Identify scope drift and its impact on forecasted revenues/profitability.
- Prepare KPI's for internal and external distribution (Heat charts and RM packs for clients).
- On-going analysis of FTE requirements and conduct investigations into abnormal activity via deep dive operational reviews.
- Review profitability of client accounts and address negative trends.
- Monitor client KRI's & conduct periodic reviews.
- Review incidents and implement mitigating action plans. Communicate and resolve incidents with clients.
- Prepare local and global presentations / reports as required on client relationships.
- Escalation point for day-to-day enquires.
- Conduct frequent health checks to determine status of the relationship.
- Organize and manage formal Client meetings, calls etc.
Requirements
- Min Degree in Accounting/ Finance or any related discipline
- Min 8 years of experience in the Financial Services Industry. Candidates with experience from a Hedge Fund Industry/ Funds will at at an added advantage.
- Strong knowledge of Hedge Funds is a MUST
- Strong Interpersonal and presentation skills
- Strong communication skills (verbal & written)
- Excellent analytical, problem solving skills.
- Meticulous with attention to details
- Ability to multi-task and good time management
- Ability to work under pressure in a demanding environment
- Proficient in Microsoft Word , Excel, Powerpoint
- Ability to travel.