Global Information Reporting (AEOI) Supervisor, PE

Finance & Tax Toronto, Ontario


Global Information Reporting (AEOI) Supervisor, PE

Toronto, Canada


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

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 AEOI/FATCA 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.

Reporting to the Senior Vice President(s), 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.

Your Role:

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


About You:

  • You have a qualified degree (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


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 recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.

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