Asset Servicing Lead Analyst Voluntary Corporate Actions

Citi; Jersey City (NJ); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi in Jersey City, NJ is seeking a senior Asset Servicing Lead Analyst to manage corporate actions processing end-to-end across global markets. You will lead complex events, ensure risk controls and coordinate with desks, clients, and counterparties.

The role requires 6–10 years in corporate actions within top-tier financial institutions, strong Excel/Outlook skills, and an ability to lead projects and train staff in a fast-paced setting.

Qualifications

• Senior level experience in a related role.
• Experience in Tier 1 global financial institutions.
• 6-10 years of experience.
• Expert knowledge across Mandatory and Voluntary Corporate Actions across Equity and Fixed Income.
• Understanding of Stock Record, long/shorts, and various position types including stock lending.
• Advanced experience with Excel and Outlook; web-based applications experience.

Responsibilities

• Perform corporate actions processing from announcement to reconciliation, election, entitlement processing, and break resolution with proper risk management.
• Assist with processing ad-hoc instructions for conversions, SPAC splits, warrants, exchanges, DRS, and legend removals.
• Perform reconciliations and controls to support lifecycle processing and break management; escalate high-risk events.
• Manage workflow within department; act as SME, handle escalations, resolve complex transactions.
• Authorise/approve applicable transactions and workflows.
• Research and resolve open balances; coordinate with desks and counterparties on liabilities.
• Lead projects or offer solutions for assigned area; provide training to staff.
• Resolve complex customer problems and consult with customers as required.
• Identify and manage risk within events/process; liaise with clients and other departments.
• Recommend system/procedural enhancements for Asset Servicing.
• Train staff across systems, markets, products; coach junior personnel.
• Oversee day-to-day resource management and allocation; influence others.

Skills

Corporate Actions

Stock Lending

Swift MT

Excel

Time Management

High-pressure

Education

Bachelor's degree

Master's degree preferred

Job description

Asset Servicing is a Markets Operations group represented globally across the NAM, EMEA and APAC regions and is responsible for processing Corporate Actions and Income events for Firm and Client positions. The events and transactions managed include election instructions, reconciliation, and entitlement postings for Voluntary and Mandatory Corporate Actions, Dividends and Income, Proxy, and Conversion events in the Market. The unit provides client-orientated support to both Front & Middle office, as well as the firm’s domestic and international clients. Our team provides direct support to Prime Brokerage, Firm trading desks, Stock Lending, Repo, and SWAPS for both Equity and Fixed Income.

The Asset Servicing Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness and business subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• This role will perform corporate actions processing functions, from announcement to reconciliation, election, entitlement processing, and break resolution while ensuring all risk is properly managed
• Assist with day-to-day management of processing ad-hoc instructions for conversions, SPAC Splits (detachments), warrants, exchanges, DRS, and legend removals
• Perform key reconciliations and controls to support processing of the corporate action lifecycle and break management; initiate high focus event communications for high risk and complex events
• Manages workflow within the department/ function; entails managing volumes and ensuring work is handled efficiently, acts as SME, handles escalations prior to going to manager, may resolve complex or escalated transactions
• Authorize/approve applicable transactions and workflows
• Assist with researching and resolving open balances connected to the process including coordinating with our relevant desks and counterparties on liabilities or issues
• Demonstrates ability to lead projects or offer solutions at an advanced level for assigned area
• Solves complex customer problems and consults with customer as required
• Identify and manage any risk within the event /process and manage events in various Asset Servicing systems; escalating issues to management
• Recommends and implements systems and procedural enhancements for Asset Servicing
• Liaises with internal and external clients to assess service quality and identify areas for improvement
• Demonstrates advanced understanding of Asset Servicing operations combined with a comprehensive understanding of how own area Integrates with other departments to contribute towards achieving business objectives
• Responsible for training staff across multiple internal/external systems, markets, products, and processing regions; Acts as advisor or coach to new or lower level personnel
• Responsible for day-to-day resource management and allocation of work within the team/project. Persuades and Influences others through developed communication skills
• Identify process improvements/breakdowns/control gaps, propose solutions, perform UAT testing, and work with the management/project team to implement across the group
• Performs other duties as assigned by supervisor
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Senior level experience in a related role
• Experience in Tier 1 global financial institutions
• 6-10 years of experience
• Possess an expert knowledge across Mandatory and Voluntary Corporate Actions across Equity and Fixed Income products, Domestic and International, including the trade and corporate action lifecycles
• Understanding of Stock Record; long/shorts, and various position types including stock lending positions; understanding of Swift MT564/568/566
• Advanced experience level with Excel, Outlook, and experience with web based applications required
• Proven record of accuracy and effective time management and prioritization skills with the ability to work in multiple systems and handle high email and event volumes
• Must be able to work in a high-pressure environment, with conflicting demands and under tight deadlines
• Energetic, flexible, collaborative, and proactive
• Strong, influential communicator who is articulate and concise.

Education:

• Bachelor's/University degree, Master's degree preferred

Job Family Group:

Operations - Transaction Services

Job Family:

Asset Servicing

Time Type:

Full time

Primary Location:

Jersey City New Jersey United States

Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date

Nov 10, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

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