Asset Servicing Junior Analyst

Citi; Województwo mazowieckie; On-site; PLN 120,000 - 180,000; Full time

Job summary

A global financial services firm is seeking a Trainee to support asset servicing operations in Poland. The ideal candidate should have a Bachelor's degree and at least 2 years of relevant experience in financial operations. Responsibilities include process monitoring, data analysis, and assisting in Corporate Actions. The role offers competitive compensation and a range of benefits including medical care and a performance-related bonus.

Benefits

Competitive base salary

Private Medical Care Program

Life Insurance Program

Pension Plan contribution

Employee Assistance Program

Paid Parental Leave

Sport Card

Holidays Allowance

Sport and team activities

Learning and development resources

Discretional annual performance bonus

Charity initiatives

Qualifications

• Minimum of 2 years of related experience in financial operations or asset servicing.
• Demonstrates executional capabilities and proactive approach.
• Possesses knowledge of multiple investment instrument types.

Responsibilities

• Monitor, analyze, and evaluate processes and data.
• Manage the reconciliation of Corporate Action and Proxy events.
• Execute routine operational tasks and prepare reports.
• Identify process improvements using data analysis tools.

Skills

Analytical thinking

Team collaboration

Communication skills

Knowledge of financial operations

Education

Bachelor’s/University degree or equivalent

Tools

Excel

Word

Access

Job description

This trainee professional role requires a solid foundation in operational processes, procedures, and systems within a dynamic financial services environment. The successful candidate will play a crucial role in managing critical asset servicing events, contributing to process enhancements, and upholding stringent risk control standards.

Key Responsibilities:

• Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze, and/or evaluate processes and data.

• Develops a foundational understanding of underlying concepts and principles upon which asset servicing operations are based.

• Manages the reconciliation and processing of positions specifically related to Corporate Action and Proxy events.

• Executes routine operational tasks, including administering defined procedures, performing analyses, and preparing comprehensive reports.

• Performs multiple transactions of moderate complexity, ensuring accuracy and timeliness that directly impacts team objectives.

• Applies analytical thinking and utilizes data analysis tools to identify process improvements and support project implementation.

• Interprets data to contribute to recommendations for process enhancements, new product/service launches, and platform upgrades.

• Minimizes operational risk through strict adherence to procedural requirements, diligent error monitoring, and timely issue escalation.

Qualifications:

• Bachelor’s/University degree or equivalent practical experience is preferred.

• A minimum of 2 years of related experience in a financial operations or asset servicing capacity.

• Demonstrates basic executional capabilities and a proactive approach to taking on increased responsibilities.

• Possesses knowledge of multiple investment instrument types, including Equity, Fixed Income, and Asset-Backed securities.

• Proficient in MS Office Suite, particularly Excel and Word, with a desired proficiency in Access.

• Proven success as a collaborative and effective team player within a professional setting.

• Ability to make evaluative judgments based on the analysis of factual information and resolve problems using technical experience.

• Strong verbal and written communication skills, capable of conveying information concisely, logically, and respectfully.

We offer:

• Competitive base salary (which is annually reviewed)

• Private Medical Care Program

• Life Insurance Program

• Pension Plan contribution (PPE Program)

• Employee Assistance Program

• Paid Parental Leave Program (maternity and paternity leave)

• Sport Card

• Holidays Allowance

• Sport and team recreation activities

• Special offers and discounts for employees

• Access to an array of learning and development resources

• A discretional annual performance related bonus

• A chance to make a difference with various affinity networks and charity initiatives

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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