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Vice President, Real Assets Client Onboarding
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Full-time
- The Client Onboarding Team is responsible for managing the accounting & reporting setup, systems configuration, and related data migration to start formal client operations.
- The successful candidate will work within this team to optimally meet current and future client onboarding projects, assist with establishling policies and procedures on how the team operates, and work with other functional teams (Fund Accounting, Operations, Investor Relations) to entranch best practices within our global onboarding model.
- The successful candidate will be expected to learn and develop expertise in all aspects of the on-boarding process, system configuration, and fund accounting, as well as participate in firm-wide initiatives and thought leadership
- Act as the liaison between Client staff & Accounting/Operations to on-board clients to Citco technology systems, including Yardi Voyager Investment Management
- Analysis, design, setup & testing of fund structures within Citco systems, including the automation of capital transaction processing, consolidations, eliminations, currency exchange, and returns calculations.
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