The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.
About the Team & Business Line:
Client Integration Investran Onboarding is a specialized team made up of professionals who are subject matter experts and are consistently being consulted with matters related to fund structures and the related system setup,
accounting methodology and other onboarding matters of Private Equity clients. The team takes the lead in onboarding recent clients onto Citco technology platforms to build a foundation for the Fund Accounting / Operations team. The Senior Specialist is expected to learn and develop expertise in all aspects of the onboarding process, as well as participate in firm-wide initiatives and industry thought leadership.
Your Role:
- The role of a Private Equity Conversion Senior Specialist involves working on new private equity client’s business launches/conversions and project management.
- Onboard PE clients to Citco technology platform.
- Review fund legal documents and setup fund structures in system for new and existing clients.
- Implement data migration, which includes:
- Detailed analysis to capture data points required for client reporting
- Chart of accounts mapping
- Data preparation and