Client Integration (Yardi Onboarding) - Supervisor
The Citco Group Limited
Hyderabad, Hyderabad
6d ago

Description

YardiOnboarding Supervisor

About Citco

Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide.

With over 6,000 employees in 45 countries we pioneer innovative solutions that meet our clients’ evolving needs, and deliver exceptional service.

Our continuous investment in learning means our people are among the best in the industry. And our corporate social responsibility programs provide meaningful and fulfilling work in the community.

A career at Citco isn’t just a job it’s an opportunity to excel in an environment that genuinely supports your personal and professional development.

About the Role :

The Real Assets Fund Services group is seeking a Supervisorto join the Yardi Onboarding Team. This specialized team of professionals are subject matter experts on Real Assets investment management operations, as well as the processes and technologies that support those functions.

The Yardi Onboarding Supervisor will be responsible for executing accounting and reporting setup, systems configuration, related data migration to start formal client operations, and providing Yardi technical support to the business.

This position will work closely with our Client Onboarding and Yardi Support Teams to drive efficiencies within our global onboarding model.

The Supervisor must demonstrate leadership skills in coaching, motivating team members and dealing with clients and counterparts in other groups.

The successful candidate will be expected to learn and develop expertise in all aspects of the on-boarding process and system configuration, as well as participating in firm-wide initiatives and thought leadership.

Job Duties in Brief :

  • Act as the liaison between Client staff and Accounting / Operations to on-board clients to Citco technology systems.
  • Analyse, design, setup and test fund structures within Citco systems, including automation of capital transaction processing, consolidations, eliminations, currency exchange, and returns calculations.
  • Coordinate with all relevant teams to ensure internal workflows will meet client needs and regulatory controls.
  • Coordinate with both internal and external stakeholders to ensure all necessary data is captured and migrated for client reporting and calculation models.
  • Provide Yardi support and best practice guidance to Accounting / Operations.
  • Contribute to on-going discussions on operational process and best practices.
  • Participate in process and system enhancement projects as required.
  • Maintain a pro-active customer focus at all times.
  • Team Management :

  • Review the work of team members and provide feedback for improvement in order to guarantee timely delivery and quality of work.
  • Plan resources in line with business demands, lead, coach, and develop within the team.
  • Establish plan for new acquisition setup and transitions.
  • Keep Senior Management abreast of all material issues affecting the processing of deliverables.
  • Implement training and coaching initiatives.
  • About You :

  • Candidates must have a minimum of a bachelor’s degree in one of the following or related fields : Accounting, Finance, Information Systems;
  • ACCA or CFA preferred.

  • 2-4+ years real estate and / or private equity experience.
  • Public / private accounting experience, predominantly in the real estate & alternative investment sectors beneficial.
  • Strong analytical and integration experience involving complex data sets.
  • Strong excel skills essential.
  • Experience working in multiple jurisdictions preferred.
  • Yardi Voyager experience essential.
  • Knowledge and experience in other real estate accounting systems beneficial.
  • Experience in producing systems / process guidance and carrying out systems training beneficial.
  • Strong team player who exhibits excellent communication and written skills.
  • Strong sense of ownership and accountability of work product.
  • Team management experience beneficial.
  • Role would suit a candidate who has previously worked in accounting but is looking to take the next step in their career and has an interest in understanding and analysing accounting software.
  • Our Benefits

    Your wellbeing 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.

    Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

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