Senior Investor Relations & Client Services Lead

The Citco Group Limited; Toronto; On-site; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Benefits package

Flexible working arrangements

Diversity & inclusion

Job summary

The Citco Group Limited in Toronto is seeking an experienced Investor Relations Manager to lead client relationships and oversee daily workflows within our fund administration team.

You will ensure accurate capital transactions, NAVs, and investor reporting while aligning with IR policies. The role requires 5–7 years in hedge funds, staff management, and knowledge of KYC/AML compliance.

Qualifications

• 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

Responsibilities

• 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

Skills

Investor relations

Client relationship management

Leadership

Communication skills

Education

Bachelor’s Degree in Accounting/Finance/Economics

Tools

Microsoft Office

Job description

The Citco Group Limited in Toronto is seeking an experienced Investor Relations Manager to lead client relationships and oversee daily workflows within our fund administration team.

You will ensure accurate capital transactions, NAVs, and investor reporting while aligning with IR policies. The role requires 5–7 years in hedge funds, staff management, and knowledge of KYC/AML compliance.