The Transformation Office strives to create a consistent ability to transform our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.

As a core member of our Transformation Office, you will be working with some of the industry’s most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business. As part of the Transformation Office, you will be working as a Senior Business Support Analyst providing day‑to‑day operational, technical, and analytical support for Private Markets teams leveraging the Yardi and Investran platforms. The Senior Business Support Analyst will serve as an escalation point for complex issues and lead cross‑functional initiatives. This role requires strong functional knowledge of Private Markets (e.g., Private Equity, Real Estate, Infrastructure) and a working understanding of fund accounting principles. The analyst will serve as a liaison between the business and technology teams to ensure accurate, efficient, and scalable platform utilization in support of investment operations, fund administration, and financial reporting.

This is an 18 month contract.

Responsibilities

- Act as the primary escalation point for business users regarding issues and inquiries related to Yardi
- Lead troubleshooting and resolution of complex system issues
- Oversee system upgrades, patch testing, and platform enhancements
- Ensure data quality and consistency across platforms
- Support and review audit processes, regulatory filings (Form PF, AIFMD)
- Interpret investment performance data, fee structures, and fund hierarchy reporting
- Model and track fund performance metrics (TVPI, DPI, RVPI)
- Assist in setup/maintenance of fund chart of accounts, journal entries, GL postings




- Prepare and verify financial/operational data for audits
- Deliver training sessions and onboarding for new hires
- Support month‑end/quarter‑end close processes
- Deliver advanced training and documentation
- Mentor junior staff and facilitate cross‑training
- Collaborate with IT, Product, and Client Onboarding teams on technology projects and process improvements
- Participate in governance and process optimization initiatives

Qualifications

About You:

- Bachelor or Master Degree in Finance
- 3+ years’ experience in Fund Accounting and FA Systems
- 5+ years’ experience in Financial Services
- Excellent planning, communication and presentation skills
- Exceptional attention to detail and accuracy
- Strong interpersonal, negotiation and mediation skills
- Ability to multi‑task and prioritize amid competing timelines and priorities
- Strong analytical skills
- Proven complex problem resolution skills

Preferred

- Strategic thinking, team leadership, project management, stakeholder engagement, process improvement
- Professional certification or coursework in accounting or investment operations
- Experience working in or supporting fund accounting or finance teams
- Familiarity with reporting tools such as Power BI, Tableau, or SQL‑based environment

Salary Range: CAD $108,000 - 140,000

This posting is for an existing vacancy.

Our Advantages

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.

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📌 Assistant Vice President, Platform Transformation (Toronto)
🏢 The Citco Group
📍 Toronto