Cash and Trade Processing Intermediate Analyst

Citi; Tampa (FL); On-site; USD 56,000 - 78,000; Full time

Benefits offered by this job

Medical

Dental & Vision

401(k)

Life Insurance

Wellness programs

Paid time off

Paid holidays

Job summary

Citi in Tampa, FL is seeking an experienced Intermediate Cash & Trade Procedures Associate Analyst to handle day-to-day cash or trade processing and support projects with the Transaction Services team.

You will ensure timely, accurate transactions, provide clear client communications, and help with risk, controls, and cross-training across the department.

Qualifications

• 2-3 years of relevant experience.
• Demonstrated cash and trade operations experience & knowledge.
• Effective verbal and written communication skills.
• Expert proficiency with Microsoft Office.

Responsibilities

• Process client directed transactions ensuring they are executed correctly and are compliant with internal policies and controls.
• Provide excellent client service, demonstrating clear and accurate communication.
• Assist in the investigation, documentation and corrective action implementation of all required issues as directed.
• Aid with the transition, alignment, and stabilization efforts of critical operations functions.
• Assist as required for control, risk, daily activities, and transaction services projects.
• Provide informal guidance or on the job training to new team members as required.
• Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed.
• Anticipate and respond to requests for deliverables from internal and external clients and vendors.
• 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.

Skills

Cash operations

Trade operations

Communication

MS Office

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office

Job description

The Cash & Trade Proc Int Assoc Analyst is an intermediate level role responsible for day to day processing of cash or trade instructions while assisting on any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to ensure transactions are completed timely and accurately with excellent client communications, while helping various internal roles related to cash and trade management.

Responsibilities

• Process client directed transactions ensuring they are executed correctly and are compliant with internal policies and controls
• Provide excellent client service, demonstrating clear and accurate communication.
• Assist in the investigation, documentation and corrective action implementation of all required issues as directed
• Aid with the transition, alignment, and stabilization efforts of critical operations functions
• Assist as required for control, risk, daily activities, and transaction services projects
• Provide informal guidance or on the job training to new team members as required
• Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed
• Anticipate and respond to requests for deliverables from internal and external clients and vendors
• 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

• 2-3 years of relevant experience
• Demonstrated cash and trade operations experience & knowledge
• Effective verbal and written communication skills
• Expert proficiency with Microsoft Office and comfortable with data entry

Education

• Bachelor’s/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

Operations - Transaction Services

Job Family

Cash Management

Time Type

Full time

Primary Location

Tampa Florida United States

Primary Location Full Time Salary Range

$56,020.00 - $78,180.00

Benefits

• medical
• dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

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 06, 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

Citi Equal 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. 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.