Citi Investment Management - Business Manager EMEA - SVP

Citigroup Inc.; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global investment management firm in the UK is seeking a Portfolio Associate to manage investment processes and enhance operational workflows. Candidates should have 7-10 years of experience in the finance industry, strong analytical and project management skills, and be able to work in a dynamic environment. This role provides a strategic opportunity to contribute to a top-tier team.

Qualifications

• 7-10 years of experience within Finance industry in a similar role.
• Proficiency in project management and Microsoft Excel.
• Ability to work independently and in a team within a fast-paced environment.

Responsibilities

• Oversee operational workflows ensuring efficiency and adherence to policies.
• Lead initiatives to streamline processes leveraging technology.
• Analyze data processing problems and promote continuous improvement.

Skills

Project management

Analytical skills

Communication skills

Problem-solving

Team collaboration

Attention to detail

Education

Bachelor's Degree in relevant field

Tools

Microsoft Office Suite

Project management software

Job description

Overview

Citi Investment Management is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients globally. CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Associate to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM's strategies. The Business Manager role will support the regional aspects of supporting technology and business management activities of the CIM and Investment management aspects for Citi Global Wealth (CGW).

Responsibilities

• Oversee all aspects of the CIM business management team's tactical and strategic goals related to the operating platform within the region
• Report, document, and present matters to relevant global governance forums
• Oversee daily operational workflows, ensuring efficiency, accuracy, and adherence to established policies and procedures
• Lead initiatives to streamline operational processes, leveraging technology and best practices to enhance productivity
• Manage and resolve operational issues, escalating as necessary, and implementing preventative measures
• Define purpose, tasks, milestones, and budgets, and measure success against them
• Coordinate and perform deployment, installation, configuration, troubleshooting, maintenance and support of production and non-production environments of the operating platforms

Qualifications

• 7-10 years experience within Finance industry in similar role
• Exceptional project management skills with the ability to manage multiple priorities simultaneously
• Strong analytical and problem‑solving abilities, with a keen eye for detail
• Excellent communication (written and verbal) and interpersonal skills, with the ability to influence and collaborate effectively across all levels
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project management software
• Ability to work independently and as part of a team in a fast‑paced, dynamic environment
• Knowledge of investment management systems (e.g., order management systems, portfolio accounting systems) is a plus
• Ability to interface directly with business users and stakeholders
• Understanding of system interdependencies
• Ability to assimilate, translate and communicate business concepts and requirements
• Experience in defining business requirements in support of the business and technology
• Proficient in Microsoft Excel
• Bachelor's Degree in relevant field

Regulatory and Compliance

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation; Financial soundness; Competence and capability. In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. This assessment will be carried out through extensive interviews, self‑disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

Additional Responsibilities

• Establish and oversee auditable and scalable processes that are globally consistent within the organization in partnership with the portfolio management organization
• Analyse data processing problems to implement and improve resiliency of the application supported
• Promote a culture of continuous improvement and a robust service and control environment through data analysis and process enhancement
• A sound understanding of the project life cycle and experience delivering technology solutions
• Lead the post‑implementation review process to evaluate project results
• Maintain and support continuous MIS for a strong control environment

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.

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