Business Associate, Assistant Vice President - Wealth COO

Citi; New York (NY); On-site; USD 109,000 - 164,000; Full time

Job summary

Citi in New York, NY is seeking a Business Associate to drive administrative and analytics work across finance and operations. The role involves designing reporting suites, analyzing KPIs, and supporting strategic programs with data-driven insights.

The position requires strong Excel skills, experience with databases, and excellent communication. It provides full-time employment with Citi's comprehensive benefits and a direct path to broader business execution opportunities.

Qualifications

• Bachelor’s degree in a related field is required.
• Advanced Excel with pivot tables, VLOOKUPs, and formulas.
• Experience with databases and information management.
• Clear written and verbal communication skills.

Responsibilities

• Design, build, and maintain a centralized reporting suite to track KPIs and finance impact.
• Conduct deep-dive analyses to identify trends, risks, and opportunities.
• Develop analytics to track value realization from investments and initiatives.
• Ensure data quality and integrity in reporting and analytics deliverables.
• Collaborate with Finance, Technology, Risk, and Front Office to gather data and align metrics.
• Prepare and present findings to senior management for strategic decisions.
• Coordinate with staffing to forecast monthly headcount and contractor needs.
• Consolidate bi-weekly resource justification for time/materials and fixed-price resources.
• Interface with global Relationship Managers to align suppliers with strategy.
• Review budget estimates for completeness and conformance with procedures.

Skills

Advanced Excel

Pivot tables

VLOOKUPs

Formulas

Databases

Communication skills

Analytics experience

Education

Bachelor's Degree

Job description

The Business Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on 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.
• 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.
• Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount
• Consolidate bi-weekly Resource Justification submission requests for ‘time and materials’ and ‘fixed price’ resources globally
• Interface with global Relationship Managers to ensure suppliers are consistent with resource and location strategy
• Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
• Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation

Recommended Qualifications

• 7-10 years of relevant experience
• Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
• Experience with databases and information management
• Consistently demonstrates clear and concise written and verbal communication skills

Education

• Bachelor’s Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Business Strategy, Management & Administration

Job Family

Business Execution & Administration

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$ 109,120.00 - $ 163,680.00

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.

Anticipated Posting Close Date

nov. 09, 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. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right

Equal Employment Opportunity Statement

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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