Aeoi Specialist - Toronto, Canada - Citco

Citco

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

AEOI Specialist

Toronto, Canada

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.

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.

Citco's AEOI (Automatic exchange of Information) team provides business solutions to investment fund clients regarding the US FATCA and OECD CRS tax information exchange regimes

Our AEOI solutions include:

Completion of annual regulatory filings for both FATCA and CRS
Maintaining accountholder due diligence and documentation
Review/remediation of preexisting investors as required

Your Role:

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.

You will maintain AEOI data on entities within the client corporate structure.
Monitor systems and documentation on newly organized or acquired entities and performing IRS registrations
Support daily operations for account holder documentation processes and queries
Support AEOI tax information analyses and preparation of XML format submission files
Liaise remote teams; track entity information
Local AEOI portal registration/deregistration, communication and trouble shooting

About You:

You must be degree qualified (preferably in a discipline relevant to Financial Services).
Experience in private equity, hedge funds, FATCA and/or CRS regulations whilst an asset, is not a requirement
Excellent interpersonal/relationship management skills
Ability to work flexibly and adapt to changing requirements and priorities
Exceptional attention to detail
Proven experience managing multiple projects/deliverables; excellent organizational and multitasking skills
Results driven and selfmotivated
Business, technical and commercial acumen
Strong understanding of quality and risk management
Strong written and verbal communication skills
Ability to work in a global team

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.