Posted 86 months ago
Client Integration Senior Conversion Specialist
@ Citco Technology Mgmt
Halifax, Nova Scotia
Overview
Citco Technology Mgmt is hiring a Client Integration Senior Conversion Specialist for a full-time role supporting client integrations, service delivery changes and sales support. The work covers data file analysis, data migration loading and reconciliation, and incoming and outgoing file implementation, often across multiple time zones. The posting requires a business or finance degree, at least 3 years in financial services, and strong written and verbal communication.
Responsibilities:
- Analyze client data files and load or reconcile data migrations
- Implement incoming and outgoing file integrations
- Coordinate internal and external stakeholders for client reporting
- Track projects and deadlines on SharePoint
- Support business development with RFPs and sample portfolios
Requirements summary:
- Business or finance related degree
- Minimum 3 years in financial services
- Proven project management experience
- Proven business analysis experience
- Working knowledge of listed and OTC products
- Excellent communication and writing skills
Tools & skills
Source and dates
Source type not verified · tbe
- Employer posting date
- 2019-10-16
- First seen by our source
- 2026-10-12
- Source record updated
- 2026-10-20
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business operations |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Citco Technology Mgmt
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The Citco group of companies provides a broad range of financial services for hedge funds, administration, PE & more.
Full company description
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
- LinkedIn followers
- 250,245
- People associated on LinkedIn
- 12,614
- Reported office locations
- 89 Nexus Way, 2nd Floor Camana Bay,, P.O. Box 31105, Grand Cayman, Cayman Islands KY1-1205, KY
- 2 Bloor St E, Toronto, ON M4W 1A8, CA
- Route de Saint-Cergue 9, Nyon, VD 1260, CH
- Naritaweg, Amsterdam, North Holland 1043 BW, NL
- 3 2nd St, Jersey City, NJ 07302, US
- 20 Rue de la Poste, Luxembourg, Luxembourg 2346, LU
- 1 Custom House Quay, Dublin, 1, IE
- Business categories
- Finance
- Financial Services
- Other recorded names
- The Citco Group Limited
- Citco Technology Mgmt
- Specialties
- Fund Administration
- Technology Development
- Investor Relations Services
- Banking & Custody Services
- Corporate & Trust Services
- Market Entry Services
- Private Equity
- Investment Management
- Hedge fund
- Real Estate Investment
- Governance Services
- and Global Subsidiary Services
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Grand Cayman, Cayman Islands |
| Organization type | Privately Held |
| Specialties | Fund AdministrationTechnology DevelopmentInvestor Relations ServicesBanking & Custody ServicesCorporate & Trust ServicesMarket Entry ServicesPrivate EquityInvestment ManagementHedge fundReal Estate Investment |
| Open jobs on Jobsy | 34 |
| View page |
Client Integration Senior Conversion Specialist
About Citco
Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 6,500 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 role of a Client Integration Senior Conversion Specialist involves supporting projects such as client integrations, service delivery changes and sales support. The Senior Conversion Specialist will primarily be responsible for data file analysis, loading/reconciliation of data migrations and incoming/outgoing file implementation. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Senior Conversion Specialist role is part of a global conversion team and may be required to support multiple time zones during large projects.
Job Duties in Brief:
Business Development Support:
- Stakeholder in the development of new clients/business
- Request for proposal/information assistance
- Build out of sample portfolios for client pitches and demonstrations
- Direct source of information to Business Development on vendors/conversion/interfaces
Functional Data Migrations:
- Incumbent admin to Citco
- Internal system migration
- Citco to new admin
Project Manage:
- Incoming file testing
- Instruct / extract testing and maintenance
- Standard & custom extract file development (in house / vendor)
- Coordinate with both internal and external stakeholders to ensure all necessary data is captured for client reporting
- OMS vendor migrations
- Responsible for system set up and coordination with third parties for new fund launches
- Contribute to development and testing of Citco’s technology platforms
Client / Vendor Relationship Management:
- Work with external vendors to improve quality of files, processes and workflows
- Client user setup / permissions
- Work with existing clients on new requirements and process improvements
Administrative Reporting:
- Tracking of projects, progress and deadlines on SharePoint
- Assist with reporting to senior management
- Assist Finance on invoicing for file maintenance and communication charges
About You:
- Degree qualified in a business or Finance related disciple
- Attention to detail
- A ‘team player’ who can work well within the function to deliver a quality service
- Minimum of 3 years in the financial services industry
- A proven interest in the financial markets and hedge fund industry
- Proven Project Management Experience
- Proven Business Analysis Experience
- Working knowledge of Listed and OTC products
- Creative and innovative
- Excellent communication and writing skills
- Client focus
- Continuous improvement
- Proficient in Microsoft Office applications
What We Offer:
- A challenging and rewarding role in an award-winning global business.
- Opportunities for personal and professional career development.
- Great working environment, competitive salary and benefits, and opportunities for educational support.
- Be part of an industry leading global team, renowned for excellence.
Confidentiality Assured.
Citco welcomes and encourages applications from
Journal
Only you can see this. Kept on this device, and in your account when you sign in.