Manager, FATCA & AEOI Services

Finance & Tax Changi, Singapore


Description

Manager, FATCA & AEOI Services 


About Citco 

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. For more information about Citco, please visit www.citco.com  

  

About the Team & Business Line:  

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. 

  

As a core member of our Financial Reporting team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. 

  

Position Overview 

The Automatic Exchange of Information (‘AEOI’) Team is seeking a Manager who will be responsible for servicing AEOI clients in the APAC region. Reporting to the Senior Vice President (AEOI) in Singapore, the AEOI Manager will be responsible for coordinating AEOI services for 80+ clients: completion of annual regulatory deliverables, engagements for existing and new clients, supporting the business development teams in the region, and ongoing client servicing. 

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 administration. 

The Role: 

                      Manage communications and ongoing relationships of investment managers, investors, and other external and internal stakeholders. Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact. 

                      Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required. 

                      Communicate daily with remote teams and reporting lines; preparing and providing progress and status updates and escalating items as required. 

                      Prepare, and/or review prepared AEOI filing analysis output from back office for delivery to clients. 

                      Review and provide feedback on self-certifications and IRS withholding forms 

                      Read and interpret Financial Statements in order to determine account values. 

                      Research, analyze and provide recommendations for process improvements to increase operational efficiencies. 

                      Identify, analyze and troubleshoot classification and re-classification inconsistencies. 

                      Additional tasks as assigned 

  

Basic Requirements: 

                      Degree qualified (preferably in a discipline relevant to Financial Services) 

                      6+ 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 

                      Proven experience managing at team, at least 3+ years’ experience 

                      Exceptional attention to detail 

                      Results driven and self-motivated 

                      Ability to work in global teams and adapt to different communication styles 

                      You have good client/ business relationship management 

                      You have strong interpersonal & communication skills 

                      You are proficient in Microsoft Applications (Word, Excel, PowerPoint etc.) 

  

Our Benefits 

  

Your well-being 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.