Sr. Business Analyst- Business Execution-Investor Services

Citibank (Switzerland) AG; Pune District; On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG in Pune seeks a Business Execution Analyst with 4–5 years of experience to drive operational efficiency and management reporting within Investor Services. You will partner with cross-functional teams to manage headcount, expense processes, market benchmarking, and executive-ready presentations.

The role requires strong data modeling, Excel/PowerPoint skills, and familiarity with Citi Stylus/AI tools; the candidate should adapt quickly and deliver high-quality results

Qualifications

• 4–5 years in business execution, operations, or business analysis in Financial Services.
• Bachelor’s degree in business, finance, economics or related field.
• Strong proficiency in MS Excel and PowerPoint; SharePoint experience is a plus.

Responsibilities

• Support GOC processes and alignment with standards.
• Manage headcount, hiring requests, and related activities.
• Prepare EMT/MBR materials and executive decks.
• Analyze data, benchmark markets, and support decision making.

Skills

Analytical thinking

Communication

Stakeholder management

Multitasking

Presentation skills

Education

Bachelor's degree in Business Administration, Finance, Economics, Information Systems

Tools

MS Excel

MS PowerPoint

SharePoint

Citi Stylus / AI tools

Data modeling

Job description

Job Purpose

We are seeking a highly motivated, proactive, and detail-oriented Business Execution Analyst / Associate with 4 to 5 years of experience to join our Investor Services Business Execution team within the Citi Services group. In this role, you will play a pivotal part in driving business execution, operational efficiency, and management reporting. You will collaborate closely with various cross-functional teams to support strategic decision-making, manage headcount and expense processes, perform market and competitor benchmarking, and prepare high-impact presentations for senior leadership. The ideal candidate is a "go-getter" who can wear multiple hats, adapt quickly to changing priorities, and deliver high-quality results under tight deadlines.

Key Responsibilities

1. Business Execution & Operational Support
   • GOC Management: Support and facilitate the Global Organization Code (GOC) processes, ensuring alignment with organizational standards.
   • Headcount & Resource Management: Manage headcount and hiring requests submitted to the EMF (Expense Management Forum) and coordinate other hiring-related activities.
   • Organization Design: Assist in organizational design initiatives
   • Expense Reviews: Conduct regular expense reviews and financial tracking to identify cost-saving opportunities and ensure budget compliance.
2. Market Intelligence & Business Analysis
   • Coalition & Competitor Analysis: Perform detailed Coalition analysis and competitor benchmarking to assess market share, industry trends, and competitive positioning.
   • Pricing & Fee Schedules: Develop a strong familiarity with basic pricing concepts and fee schedule structures to support business execution and revenue optimization.
   • Product Life Cycle: Apply a solid understanding of the Product Life Cycle to support different business and product lines within the Citi Services group.
3. Management Reporting & Executive Presentations
   • EMT & MBR Support: Lead the preparation and consolidation of materials for Monthly Business Reviews (MBRs) and other Executive Management Team (EMT) level decks.
   • Proactive Needs Assessment: Proactively anticipate and understand management needs, collaborating with various functions across Investor Services to gather data and synthesize insights into polished, executive-ready presentations.
4. Data Analytics & Modeling
   • Data Modeling & Analysis: Leverage excellent data analysis and data modeling skills to interpret complex datasets, identify trends, and provide actionable business insights.
   • Tool Utilization: Utilize advanced productivity and collaboration tools, including SharePoint, MS Excel, and Citi Stylus/AI tools, to streamline workflows and automate reporting.

Qualifications & Skillset

Experience & Education

Experience: 4 to 5 years of professional experience in business execution, operations, management consulting, or business analysis within the Financial Services industry (experience in Investor Services or Securities Services is highly preferred).

Education: Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or a related field.

Technical Skills

• MS Office Suite (Must-Have): Hands-on, advanced proficiency in MS Excel (intermediate to advanced features, data modeling, formulas, and pivot tables) and MS PowerPoint (creating professional, executive-level presentations).
• Collaboration Tools: Strong working knowledge of SharePoint for document management and collaboration.
• AI & Productivity Tools: Familiarity with Citi Stylus / AI tools (or equivalent generative AI and productivity platforms) is highly advantageous.
• Data Modeling: Proven ability to structure, model, and analyze data to solve complex business problems.

Soft Skills & Competencies

• Communication: Exceptional verbal and written communication skills, with the ability to present complex information clearly and concisely to senior stakeholders.
• Stakeholder Management: Strong interpersonal and stakeholder management skills, with a proven track ability to collaborate effectively across diverse, cross-functional teams.
• Adaptability & Agility: Ability to multi-task, prioritize effectively, and "wear different hats" in a fast-paced, dynamic environment.
• Proactiveness & Learning Agility: Approachable, keen learner, and a self-starter who takes initiative and works independently with minimal supervision.
• Teamwork & Ethics: A flexible team player who is open to feedback, collaborative, and maintains high ethical standards.
• Execution Focus: Known for quick turnaround times and delivering high-quality outputs under pressure.
• Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
• Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

Job Family Group

Business Strategy, Management & Administration

Job Family

Business Execution & Administration

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.