Desk Assistant - Sales

Citibank (Switzerland) AG; Belfast City District; Hybrid; Confidential; Full time

Benefits offered by this job

27 days annual leave

discretionary yearly bonus

Private Medical Care & Life Insurance

Employee Assistance Program

Pension Plan

Parental Leave

Employee discounts

Learning & development resources

Job summary

Citi Belfast is seeking an AVP, Desk Assistant - Sales Support to join the Structured Products team. You will execute and validate end-of-day orders, manage secondary market contributions, and resolve trade fails, collaborating across Sales, Trading, and Ops.

You'll gain exposure to multi-asset structured products, with a clear path for career progression within Citi's Markets franchise. The role offers a hybrid working model and competitive benefits in a busy trading floor environment.

Qualifications

• Experience in a sales support, trade assistant, or structured products middle office role within a global investment bank or financial institution.
• Knowledge of cross-asset structured products and OTC derivatives, including equity-linked notes and autocallables.
• Advanced Excel (VBA/macros); Python/SQL for workflow automation or data analysis is a differentiator.
• Strong trade lifecycle management and front-to-back workflow understanding.

Responsibilities

• Execute and control end-of-day primary order volumes for structured notes and cross-asset OTC derivatives, with pre-hedge validation.
• Oversee daily setup, validation, and activation of secondary market contributions with the trading desk.
• Manage secondary order booking flow and resolve trade fails and settlement exceptions.
• Investigate daily data integrity control check exceptions across front-to-back platforms.
• Review confirmations against internal records and remediate discrepancies with Sales, Trading, Product Control, and Operations.
• Drive oversight of fee payments and automate manual workflows to reduce risk.

Skills

Cross-asset knowledge

Trade lifecycle management

Attention to detail

Interpersonal skills

Excel proficiency (VBA/macros)

Python or SQL (automation)

Tools

Excel (VBA/macros)

Python

SQL

Job description

Our operation is uniquely global. Our client list is remarkably varied. Our product range is incredibly broad. But we're not the finished article. We have big ambitions for the future and all the resources we need to reach them, including some of the smartest people in the industry.

Citi Markets sits at the heart of the global financial system, providing sales, structuring, and trading capabilities across fixed income, currencies, commodities, equities, and prime finance. Whatever the opportunity, our people bring expertise, insight and an honest desire to help one another.

As an AVP, Desk Assistant - Sales Support within Citi's Structured Products business in Belfast, you will be central to the smooth and controlled execution of client-driven reverse inquiry flow across cross-asset OTC derivative and structured note transactions.

This is a compelling opportunity for a detail-oriented, analytically strong professional to work in direct partnership with the Sales and Trading desks, managing the full trade lifecycle from primary execution through to secondary market settlement.

The role offers meaningful exposure to complex, multi-asset structured products and a clear platform for career progression within Citi's global Markets franchise.

Primary Responsibilities of the Role

• Execute and control end-of-day primary order volumes for structured notes and cross-asset OTC derivatives, performing rigorous control checks including pre-hedge validation and proximity to issuance date reviews.
• Oversee the daily setup, validation, and activation of secondary market contributions in close coordination with the trading desk, ensuring accuracy and timeliness across all product types.
• Manage secondary order booking flow, actively monitoring and resolving trade fails and settlement exceptions through detailed checks on inventory levels and associated fee structures.
• Investigate and resolve daily sanity failures and data integrity control check exceptions, ensuring consistency and accuracy across front-to-back platforms and booking systems.
• Conduct diligent confirmation reviews against internal booking records, identifying and remediating discrepancies in partnership with Sales, Trading, Product Control, and Operations.
• Drive oversight of fee payment processes and lead continuous improvement initiatives, including the automation of manual workflows to enhance operational efficiency and reduce risk.

What We Need from You

• Ideally experience in a sales support, trade assistant, or structured products middle office role within a global investment bank or financial institution.
• Demonstrable knowledge of cross-asset structured products and OTC derivatives, including familiarity with equity-linked notes, autocallables, interest rate derivatives, and the mechanics of primary and secondary market transactions.
• Advanced Microsoft Excel proficiency (VBA/macros); experience with Python or SQL for workflow automation, data analysis, or process improvement is a strong differentiator.
• Strong working knowledge of trade lifecycle management, including confirmation workflows, settlement processes, exception handling, and inventory monitoring within a front-to-back environment.
• Exceptional attention to detail and the ability to operate with precision under pressure in a fast-paced, time-sensitive trading floor environment, managing multiple competing priorities simultaneously.
• Excellent interpersonal and communication skills, with a proven ability to build effective working relationships with Sales, Trading, Product Control, Middle Office, and Operations stakeholders at all levels.

What Citi Can Offer You

By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• 27 days annual leave (plus bank holidays)
• A discretional annual performance related bonus
• Private Medical Care & Life Insurance
• Employee Assistance Program
• Pension Plan
• Paid Parental Leave
• Special discounts for employees, family, and friends
• Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type: Full time

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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.