VP, Tech Risk Management

New Today

Serve as a Client Service Manager for several mid-sized client relationships (7-8), including funds investing in Real Estate, Timber, Agriculture, Real Estate Debt, and Infrastructure.
# Prepare Business Change Log (BCL) for new clients/funds and present it to Senior Management for approval, then forward for resource provisioning.
# Update CRM system weekly with relevant client activities and ensure client and Citco information are current.
# Keep clients informed about Citco developments, system updates, and product enhancements related to Real Assets and the Citco platform.
# Act as a point of escalation for Fund Accounting, Investor Relations, or Ancillary deliverables at risk of delay, managing expectations and communication until resolution.
# Participate in weekly client service calls, providing updates on ongoing projects and initiatives.
# Possess in-depth knowledge of all ancillary services, serving as the lead for service issues including revenue and billing.
# Participate in annual revenue budget planning and conduct quarterly reviews to explain variances.
# Conduct quarterly gross margin analysis, develop improvement plans if targets are not met, and track progress.
# Approve all accrued revenue and billing before release.
# Manage collection of accounts receivable and work with clients for prompt settlement.
# Ensure adherence to internal policies including travel, risk, and controls, and collaborate on policy updates.
# Degree in Business Administration, Accounting, Finance, or related field with 15+ years of experience, including real estate fund accounting, and at least 10 years in Client Service Management.
# Strong knowledge of real estate and/or private equity fund structures, fund types, asset operations, and familiarity with tax and regulatory requirements in North America.
# Excellent relationship management skills and experience overseeing client relationships operationally.
# Proficiency in CRM tools, Microsoft Excel, Word, PowerPoint.

We prioritize your well-being with a range of benefits, training, education support, and flexible working arrangements. We value diversity and encourage applications from people with disabilities, with accommodations available upon request.
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Location:
London
Job Type:
FullTime

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