VP - Operating Model, Product & Client Solutions

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.

Strategic Operations is a dedicated function within Private Assets, created to take the development and delivery burden off Operations and to close the gap between project design and operational adoption — by making both the responsibility of the same people. The team owns transformation delivery, project execution, business analysis, operational initiatives and implementation support, rather than relying on already stretched BAU teams and SMEs.

The team is organised into three delivery pods across two remits. EVP 1 — Operating Model & Product covers Pod A (Operating Model, Product & Client Solutions). EVP 2 — Technology, Data & Delivery covers Pod B (Data, Reporting & Platform Enablement) and Pod C (Digital Workflow, Automation & AI). Business analysis and implementation capability is embedded in every pod rather than centralised, with EVP 2 owning the standards for requirements, testing, cutover and benefits tracking.

This role sits in Pod A — Operating Model, Product & Client Solutions, which redesigns how a service runs end to end and carries that design through to adoption, and which carries the Operations voice into client pitches, POCs and our marquee client relationships — including assessing where a solution built for one client can be reused across the wider book.

The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and our Marquee Client teams. Roles are offered on both a permanent basis and as approximately 12-month rotational assignments, and are anchored in our strategic locations. Rotational colleagues join from the business, shape the change, and return to the line owning the delivery with broader project experience behind them.

Your Role

You will deliver operating model and product change from the problem, through testing, to deployment and adoption.

• Document current state end to end, identify root causes, and design the target state process.

• Build the case for change — quantifying effort, risk and benefit in terms the business recognises.

• Write and agree business requirements with IT, the Transformation Office and the relevant pods, and support them through build and delivery.

• Design, plan and execute testing, including UAT, and manage defect resolution through to sign-off.

• Contribute operational input to client pitches, POCs and presentations, and translate client requirements into an operational design that can be built and run.

• Support implementation of fund structures, new client setups, complex client transitions and onboarding on our accounting platforms, alongside Client Integration.

• Work directly with Operations teams to make sure change is understood, trained out and genuinely adopted.

• Assess where a redesign or client solution delivered once can be applied more widely, and document the case.

• Produce project documentation, status reporting and ad hoc analysis as required.

About You

You have 8+ years’ experience in private assets accounting or operations, at a fund administrator, fund manager or comparable environment.

• Hands-on experience of process improvement, system implementation or project delivery.

• Strong technical knowledge of private assets processes — general ledger, capital activity, fee and waterfall calculations, financial statements and investor reporting.

• Strong analytical skills, with the ability to interrogate data and evidence a recommendation.

• Confident in front of a client, and comfortable explaining operational constraints clearly.

• Project management skills with attention to detail and a proven ability to multi-task.

• Confident engaging both operational teams and technology partners.

• Strong written and verbal communication skills.

• Advanced computer skills (Microsoft Excel); familiarity with reporting, workflow or automation tooling an advantage.

• Bachelor’s Degree in Accounting, Finance or Economics; professional accounting designation is preferred.

What We Expect of the Strategic Operations Team

Regardless of level or pod, everyone in Strategic Operations is expected to demonstrate the following:

• Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.

• Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.

• A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.

• Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.

• Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.

• Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.

• Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.

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 process.