Wealth Credit Services- Reporting Intermediate Specialist

Citi; Warszawa; Hybrid; PLN 120,000 - 190,000; Full time

Benefits offered by this job

Pension plan

Private medical care

Life insurance

Parental leave

Employee assistance program

Sport card

Volunteering time off

Job summary

Citi Wealth is seeking an experienced Reporting & Analytics professional for the Wealth Credit Services group in EMEA. You will prepare management information reports, control metrics and portfolio analyses, coordinate data quality, and drive improvements across multiple stakeholders and systems.

In this role you will build complex dashboards using BI tools, collaborate with underwriting, risk, and finance teams, and support regulatory reporting.

Qualifications

• Bachelor’s degree in Finance, Statistics or related quantitative field.
• Advanced Excel skills for reporting and analysis.
• Proficiency in Python and SQL for data manipulation and automation.
• Experience with BI tools (Tableau) for dashboards and KPIs.
• Knowledge of data governance and large data sets.

Responsibilities

• Analyze time-sensitive control reports and KPI metrics for senior management.
• Collaborate with Underwriting, Technology, Finance and Risk teams to define reporting needs.
• Coordinate data validations and data quality remediation for regulatory submissions.
• Support audits and regulatory exams with data tracing and documentation.
• Lead process improvements to standardize reporting and enhance controls.
• Develop dashboards and automated solutions with BI tools.
• Drive strategic projects and cross-functional reporting initiatives.
• Document procedures, controls, and regulatory protocols.

Skills

Excel advanced

Python

SQL

Tableau

SAS

Alteryx

Data analytics

English proficiency

Education

Finance or statistics degree

Tools

Tableau

SQL

SAS

Alteryx

Job description

About Citi Wealth

Citi Wealth is a premier global provider of financial solutions catering to affluent, high net worth, and ultra-high net worth clients. The Lending business offers a diverse product portfolio, including Securities Backed Lending (SBL), Commercial Real Estate (CRE), Aircraft, Art-backed Finance, and bespoke solutions for Private Bank clients.

Role Overview

The Wealth Credit Services (WCS) team is an integral part of Wealth Credit Management (WCM) which is dedicated to providing integrated, end-to-end credit underwriting, transaction, and portfolio management. WCM partners closely with all origination businesses within Citi's Private Bank and Wealth Management. We are seeking an experienced professional to perform a Reporting & Analytics role within the Wealth Credit Services group in EMEA. Due to the range of stakeholders, systems and dynamic processes involved, this is a demanding role that requires a high level of skill and judgment to prepare management information report, control metrics and portfolio analyses, assess data quality, identify inaccuracies and chain for remediation. The position offers an opportunity to gain insight into the Wealth Lending business and interact with many areas across Wealth and other Citi organizations globally.

Key Responsibilities

• Analyze and prepare time-sensitive key Control Reports, Portfolio Monitoring Reports, KRI/KPI metrics and presentations for WCM Portfolio Managers and Product Managers.
• Work with multiple teams, including Underwriting, Technology, Operations, Risk Management, Data Governance, Finance, Regulatory Reporting and Business Risk & Control teams, to ensure reporting requirements are developed, implemented and executed as needed.
• Coordinate data validations and aggregate information needed for regulatory reporting submissions, data quality processes and adhoc requests. Investigate, articulate and resolve data issues in a timely manner.
• Coordinate data requests for internal and external audits, regulatory examinations and data tracing exercises in conjunction with multiple stakeholders.
• Proactively identify opportunities to implement process improvements in an effort to continually streamline and standardize reporting and to optimize controls and efficiency.
• Manage End User Computing (EUC) inventory and complete all required testing through EUC retirement.
• Work with Technology and Infrastructure teams on automating solutions, enhancing system functionalities, performing UAT and constructing complex dashboards using BI tools.
• Actively lead and participate in strategic projects, working groups and forums, and represent WCS on reporting matters.
• Constructively contribute to the creation of new procedures, standards, controls and regulatory related protocols, and ensure processes and documentation are properly maintained.

Qualifications

• Knowledge of Lending products and credit risk concepts is a strong advantage.
• Expert track record in constructing insightful reports, dashboards and key metrics for senior management using advanced Excel and BI Reporting tools. Seasoned experience working with large, highly complex data sets and working with databases/data warehouses managed by Information Technology groups.
• Experience leading strategic projects, such as remediation efforts and regulatory related initiatives, in a large financial institution.
• Proven ability to collaborate with team members and senior management within the lines of business and across cross-functional groups. Strong influencing skills and ability to work in an environment where priorities are frequently changing.
• Highly developed analytical, problem-solving and decision-making capabilities including the ability to identify and elevate issues, as well as formulate, propose and execute solutions to complex problems.
• Strong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teams.
• Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset.
• Understanding of data governance processes, lending rules and regulations is a plus.

Education and Skills

• Bachelor’s degree in Finance, Statistics or related quantitative field.
• Advanced skills in Excel, programming languages utilized in data analysis (Python and SQL).
• Advanced skills in BI visualization and reporting tools (Tableau) are essential.
• Knowledge of statistical software tools and data analytics platforms (SAS, Alteryx) is highly desired.
• Excellent written and oral communication skills in English.

We offer

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company's Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees
• Click here to review the Remuneration Regulations extract.

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.

Job Family Group

Private Client Product Services

Job Family

IF Lending Generalist

Time Type

Full time

Primary Location Full Time Salary Range

120 200,00 zł - 190 000,00 zł

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.