Supervisor, Investor Relations (Hedge Funds)

Job summary

The supervisor will oversee investor relations activities, focusing on hedge fund administration and client service. They are responsible for managing and training staff while ensuring compliance with regulatory policies like KYC and AML.

Job details

About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. 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: Supervise work performed by Investor Relations and Senior Investor Relations Specialists Participate in training of team members; assist the Account Manager in the preparation and execution of staff development plans Review trade packs, statements and NAVs Monitor and ensure that investor transactions are properly reconciled and all documentation are complete Review and approve of cash receipts and payments Develop and review custom client reporting; liaise with IT to automate custom reporting Review investor and client correspondence Ensure adherence to controls and procedures; prepare and contribute to management control reports Develop and monitor Service Level Agreements Provide excellent service to both investors and clients through both direct contact and support of your team Take a leadership role as a subject matter expert for the department Maintain knowledge of current regulatory and compliance environment as it affects our services and/or clients Participate in projects when required Qualifications About You: You have a post-secondary education 2-5 years’ experience in Financial Services, preferably Hedge Fund Administration and/or Client Service with some exposure to accounting and performance reporting Experience managing and training staff/people leadership Possess knowledge of compliance and regulatory issues including Know Your Customer (KYC) and Anti-Money Laundering (AML) policies Strong client relationship skills Possess excellent Microsoft Office Suite and Outlook skills Exceptional attention to detail Superior written and verbal communication skills Ability to multi-task and manage multiple projects, and conflicting deadlines Able to work with large volumes of data Work independently and understand when to escalate Able to learn and follow established policies and procedures Salary Range: CAD $74,000 - CAD $86,000 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. #INDCIT

What you’ll do

The supervisor will oversee investor relations activities, focusing on hedge fund administration and client service. They are responsible for managing and training staff while ensuring compliance with regulatory policies like KYC and AML.

Requirements

Candidates must have a post-secondary education and 2-5 years of experience in financial services, specifically within hedge fund administration. Strong communication, leadership, and technical skills in Microsoft Office are required to manage client relationships and data volumes.

Benefits

• Training and education support • Flexible working arrangements

Listed skills

• Customer service · Preferred
• Performance Reporting · Preferred
• Data analysis · Preferred
• Compliance · Preferred
• People leadership · Preferred
• Multi-Tasking · Preferred
• Accounting · Preferred
• Client Relationship Management · Preferred
• Microsoft Office Suite · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services
• Hedge fund administration
• Client service
• Accounting
• Performance reporting
• Staff management
• People leadership
• Compliance
• Regulatory issues
• KYC
• AML
• Client relationship management
• Microsoft Office Suite
• Outlook
• Data analysis
• Multi-tasking
• Technology Solutions
• Asset Classes
• Investments
• Fund Administration
• Hedge Funds

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Administrative
• Director of Investor Relations
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers