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.
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.
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Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
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
