Assistant to Vice President

Responsibilities

Your Role:

• The role of a Private Equity Conversion AVP involves new private equity clients business launches/conversions, organic growth launches, project management, sales support and process improvements.
• Onboard PE clients to Citco technology platform.
• Review fund legal documents and fund structures setups 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/review and upload to system. Also, executing system automations to facilitate subsequent closings and partner transfers, as needed.
• Prepare various reconciliation with published financial statements and investor statements.
• Facilitate discussions with internal and external stakeholders to resolve reconciling differences, if any.
• Lead data migration between internal systems, client/third party systems, process identification, review, COA mapping, and custom solutions.
• Demonstrate ownership of assigned work and ensures timely completion.
• Proactively address issues, when encountered, and communicate outcome to all parties involved in a timely manner.
• Contribute to development and testing of Citco’s technology platforms.
• Participate in firm-wide initiatives and industry thought leadership.
• Develop into a subject matter expert on Citco’s systems and implementation processes.
• The role is part of a global conversion team and may be required to support multiple time zones during large projects.
• The AVP must demonstrate leadership skills in coaching, motivating team members and dealing with client and counterparts in other group.
• Participate and lead Proof of Concept, Request for proposal/information assistance.
• Draft task performance procedures and/or operational memorandum.
• Build out of sample data for client pitches and demonstrations.

Qualifications

About You:

• Candidate must have a minimum of a bachelor’s degree in either of the following or related fields: Accounting, Finance, Mathematics or Economics; CPA or CFA preferred.
• 3+ years’ experience in managing a team of accountants, senior analysts and supervisors.
• 7 - 9 years of Private Equity experience is preferred.
• Experience in servicing clients in the asset management industry is a plus.
• Strong project management skills with a high attention to details required.
• Strong sense of ownership and accountability of work product.
• Strong written and verbal communication skills.
• Ability to handle several projects and different stakeholders simultaneously, and prioritize work based on deadlines.
• Dedication to teamwork and leadership.
• Proficiency knowledge in Microsoft Excel, Word and PowerPoint.

Our Benefits

Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

Location

Mumbai