Analyst, Technology Solutions – Financial Statement & Regulatory Reporting

The Citco Group Limited; Pennsylvania; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Retirement savings plan

Tuition reimbursement

Job summary

The Citco Group Limited is seeking a technically skilled developer to advance post-NAV reporting, automation and data processing initiatives. You will work with Excel, VBA, Power Query and Python to deliver robust client reporting tools and automate routine tasks.

You will collaborate with senior team members, translate business requirements into technical solutions, and maintain thorough documentation while expanding your technical knowledge and using AI-assisted approaches where appropriate.

Qualifications

• Experience with data-processing, reporting, automation or development tools and ability to learn new technologies.
• Strong Excel skills; VBA and Power Query helpful.
• Experience with at least one programming language or strong fundamentals and adaptability.
• Basic knowledge of SQL and relational data concepts.
• Proactive learner with good analytical and problem-solving abilities.
• Excellent written and verbal communication, detail-oriented and collaborative.

Responsibilities

• Develop, enhance and support post-NAV reporting products and tools from defined requirements.
• Investigate issues from the IT Ticketing System and implement solutions.
• Contribute to process improvements and automation using Excel, Power Query, VBA, Python and other tools.
• Complete development and support activities to agreed requirements and communicate progress.
• Test changes in line with testing processes and maintain documentation.
• Translate business requirements into technical changes and solutions with stakeholders.
• Engage in technical discussions and reviews to improve quality.

Skills

Excel

VBA

Power Query

SQL basics

Programming fundamentals

Data processing

Learning agility

Communication skills

Willingness to travel

Education

Bachelor's degree in CS/MIS/Commerce/Finance/Economics

Tools

Python

Power Query

Excel

SQL

Job description

JOB DESCRIPTION

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About Citco

JOB DESCRIPTION

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About The Team & Business Line

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

Responsibilities

Your Role

• Develop, enhance and support post-NAV reporting products and tools, working from defined requirements and with guidance from more senior team members.
• Support existing reporting technologies by investigating issues raised through the IT Ticketing System, developing an understanding of the underlying processes and code, and implementing appropriate solutions with support where required.
• Contribute to process improvements and automation using technologies including Excel, Power Query, VBA, Python and other relevant development tools.
• Complete assigned development and support activities to agreed requirements, communicating progress and raising questions or blockers promptly.
• Test your own development changes in line with established testing processes, ensuring work is accurate and complete before independent review by more senior team members.
• Maintain appropriate technical, process and user documentation for changes you develop or support.
• Work with senior team members and end users to understand defined business requirements and translate these into technical changes and solutions.
• Participate in technical discussions and development reviews, applying feedback and established development standards to continuously improve the quality of your work.
• Communicate clearly with team members and end users when investigating issues, delivering changes or providing support.
• Develop your technical knowledge through hands-on experience, training and ongoing learning across the technologies and reporting products used within the team.
• Use AI tools and emerging technologies, where appropriate, to support development, troubleshooting and problem-solving, while maintaining appropriate oversight and attention to accuracy.

Qualifications

About You

• Relevant professional or educational experience working with data-processing, reporting, automation or development tools, with evidence of strong technical capability and an ability to learn new technologies.
• Strong Microsoft Excel skills, together with experience in programming, automation or data processing. Experience with VBA and Power Query is beneficial but not essential.
• Experience with at least one programming language, or evidence of strong programming fundamentals and an ability to learn new technologies.
• Basic knowledge of SQL and relational data concepts.
• Strong learning agility, with an interest in developing your technical skills and working with new technologies.
• A proactive approach to learning and problem-solving, with the confidence to investigate unfamiliar issues, ask questions and seek guidance when required.
• Good analytical and problem-solving skills, with the ability to investigate technical issues logically and work towards appropriate solutions.
• Strong attention to detail, with a focus on accuracy, consistency and quality.
• Good written and verbal communication skills, with the ability to work effectively with both technical colleagues and business users.
• Experience within asset management, audit, hedge funds, fund administration or another financial institution would be an advantage, but is not required.
• Bachelor’s degree in Computer Science, Management Information Systems, Commerce, Accounting, Finance, Economics or a related discipline, with relevant programming coursework or experience.
• An interest in AI and emerging technologies and a willingness to learn how they can be used effectively and responsibly within development activities.
• Ability to travel as necessary.

Our Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.