Wealth COO Office - Vice President

Citi; Gurugram District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Citi in India seeks a senior Business Associate to oversee administrative activities and lead analytics for wealth management initiatives. You will design centralized KPI reporting, drive strategic insights, and coordinate with Finance, Technology, Risk, and Front Office to support executive decisions.

The role emphasizes data quality, actionable insights, and delivering cost-savings in a fast-paced environment with senior leadership exposure.

Qualifications

• 10-16 years of experience in financial services, with a focus on wealth management and analytics.
• Proven experience in leading analytical or strategic projects.
• Deep understanding of wealth management value chain and key drivers.
• Exceptional analytical and quantitative skills with data-to-insights ability.
• Proficiency with data analysis and visualization tools like SQL, Python/R, Tableau, Power BI.
• Strong financial modeling and ability to develop business cases.
• Experience with performance management frameworks (OKRs, balanced scorecards, QBRs).
• Excellent verbal and written communication to influence senior stakeholders.

Responsibilities

• Design, build, and maintain a centralized KPI reporting suite for strategic programs.
• Perform deep-dive analysis to identify risks, trends, and opportunities.
• Develop analytics to track value realization from investments and initiatives.
• Ensure data quality and integrity across reporting outputs.
• Lead strategy communications for internal business messaging with partners.
• Collaborate with Finance, Technology, Risk, and Front Office to align metrics.
• Prepare and present findings to senior management for decision making.
• Drive productivity and cost-savings initiatives with senior management.

Skills

Wealth management

Analytical skills

SQL

Python/R

Tableau

Power BI

Financial modeling

OKRs

Presentation

Project management

Education

Bachelor’s Degree

Master’s degree preferred

Tools

Tableau

Power BI

SQL

Job description

The Business Associate is a senior level position responsible for the overall administrative activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested.

Responsibilities:

• Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
• Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
• Develop analytics to track value realization from key investments and initiatives.
• Ensure data quality and integrity in all reporting and analytics deliverables.
• Serve as communications lead on strategy development and execution for internal business messaging
• Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
• Prepare and present findings to senior management to support strategic decision-making
• Drive productivity/ cost savings initiatives in partnership with the senior management team

Recommended Qualifications:

• 10 -16 years of experience in financial services, with a significant portion in wealth management, business management, strategy, or a related analytics function.
• Proven experience in leading analytical or strategic projects.
• Deep understanding of the wealth management value chain, products, and key business drivers.
• Exceptional analytical and quantitative skills; ability to translate complex data into actionable insights.
• Proficiency with data analysis and visualization tools (e.g., SQL, Python/R, Tableau, Power BI).
• Strong understanding of financial modeling and business case development.
• Experience with performance management frameworks (e.g., OKRs, balanced scorecards, QBRs).
• Excellent verbal and written communication skills, with the ability to create compelling presentations and influence senior stakeholders.
• Strong project management skills and ability to manage multiple priorities in a fast-paced environment.

Education:

• Bachelor’s Degree/University degree or equivalent experience
• Master’s degree preferred

Job Family Group:

Business Strategy, Management & Administration

Job Family:

Business Execution & Administration

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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