Manager, Investor Relations (Hedge Funds)

The Citco Group Limited; Toronto; On-site; CAD 100,000 - 120,000; Full time

Job summary

Citco in Toronto is seeking an experienced Investor Relations Manager to lead client relationships for fund services. You will manage daily workflows, ensure timely capital transactions, and maintain NAV accuracy across client accounts.

The role requires 5-7 years in Hedge Fund IR or client services, with staff management experience and knowledge of KYC/AML. Citco offers a collaborative environment with strong growth opportunities and a comprehensive benefits package.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or comparable investor relations and finance experience.
• 5–7 years’ Hedge Fund industry experience, in Investor Relations or Client Service with accounting exposure.
• Minimum 2 years’ experience managing staff.
• Knowledge of compliance and regulatory issues including KYC and AML policies.
• Proven client relationship skills.
• Strong knowledge of Microsoft Office.

Responsibilities

• Build and maintain client relationships as primary Investor Relations contact.
• Proactively manage daily workflow to meet deadlines and controls.
• Ensure capital transactions and NAVs are processed accurately and filed.
• Ensure investor and client reporting are accurate and timely.
• Implement CFS Global IR policies and best practices.
• Coordinate with Treasury, Fund Accounting, Compliance and Internal Audit to meet deadlines.
• Represent IR at management meetings; assist with agenda and minutes.
• Chair team meetings and relay operational updates.
• Represent IR at on-site client visits.
• Propose and develop department-wide operational improvements.
• Coach staff on operations; implement system/process changes.
• Conduct interviews and participate in recruitment.
• Conduct performance appraisals.

Skills

Client relationship management

Regulatory knowledge

Microsoft Office

Staff management

Education

Bachelor’s Degree in Accounting/Finance/Economics

Job description

JOB DESCRIPTION

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 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.

Responsibilities

Your Role:

• Build and maintain client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team
• Proactively manage the team’s daily workflow, ensuring that deadlines are met and controls are adhered to
• Ensure that capital transactions and NAVs are processed correctly and efficiently by the team and the associated records are filed and maintained efficiently and comprehensively
• Ensure that investor reporting and client reporting are accurate and distributed in a timely manner
• Fully implement the CFS Global IR policies, procedures and best practice guidelines
• Liaise internally with the Treasury team, Fund Accounting teams, Compliance team and Internal Auditor(s) to ensure all deadlines and deliverables are met
• Represent the team at IR management meetings and assist with agenda preparation and minute taking
• Chair team meetings to relay operational updates and discuss IR initiatives
• Represent Investor Relations at on-site visits with clients
• Propose and develop department-wide operational improvements in consultation with the other IR managers
• Provide continuous coaching to team members on operational issues ensuring that system enhancements and process changes are implemented correctly and effectively
• Conduct Interviews and participate in the selection process of new staff
• Conduct performance appraisals for team members

Qualifications

About You:

• You have a Bachelor’s Degree in Accounting, Finance, Economics, or comparable investor relations and finance experience
• 5-7 years’ experience in the Hedge Fund industry, preferably in Investor Relations and/ or Client Service with some exposure to accounting and performance reporting
• Minimum 2 years’ experience managing staff
• Knowledge of compliance and regulatory issues including Know Your Customer (KYC) and Anti-Money Laundering policies
• Possess proven client relationship skills
• Strong knowledge of Microsoft Office

Salary Range

CAD $100,000 - CAD $120,000

• This posting is not for an existing vacancy, we are building a candidate pool for future opportunities.

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. Accommodations are available upon request for candidates taking part in all aspects of the selection.

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