Teams at The Citco Group Limited

Leads client relationships and service delivery for complex private credit fund administration portfolios. Advises portfolio managers, CFOs, operations, and treasury teams on fund structures, loan lifecycles, valuations, financing, reporting, and operational challenges. Coordinates with internal Product, Operations, Technology, and Business Development teams to deliver client solutions, resolve escalations, retain and grow revenue, and support strategic account planning.

Leads client service for sophisticated private assets clients, serving as a senior advisor and coordinating service delivery across teams. Responsibilities include executive relationship management, SLA and KPI oversight, issue resolution, onboarding, business development, profitability management, compliance, and team leadership. The role also drives service improvements, client retention, cross-selling, strategic reporting, and development of a high-performing client service organization.

Lead strategic relationships with private asset management clients, particularly private equity and private credit funds. Oversee client onboarding, training, service-level agreements, communication strategies, KPI and internal reporting, profitability reviews, and coordination across internal teams. Identify expansion opportunities, support pricing and fee proposals, manage complex fund-service relationships, and maintain CRM records. The role requires strong leadership, negotiation, budgeting, margin analysis, technical accounting, project management, and communication skills.