Equity and Deferred Compensation Sr. Analyst / AVP

Citibank (Switzerland) AG; Jacksonville (FL); Hybrid; Confidential; Full time

Benefits offered by this job

medical, dental & vision coverage

401(k)

life, accident, and disability insur.,

wellness programs

planned time off (vacation)

unplanned time off (sick leave)

paid holidays

Job summary

Citi in Jacksonville, FL is seeking a Sr Analyst for Equity & Deferred Compensation to manage vesting and stock award programs, own processing, and liaise with Finance, Tax, Payroll, and IT to implement new equity initiatives.

The role demands 5–8 years of experience, strong Excel and Office skills, and the ability to meet deadlines while handling multiple priorities, with a focus on accuracy and compliance in a dynamic environment.

Qualifications

• 5-8 years of experience
• Proficient in Microsoft Office with an emphasis on MS Excel
• Ability to meet deadlines while dealing with multiple priorities
• Consistently demonstrates clear and concise written and verbal communication skills

Responsibilities

• Manages vesting and share delivery of Citi's global stock award programs, including treatment on separation
• Owns processes: creation of stock awards, stock option grants and deferred compensation
• Serves as subject matter expert in meetings with vendors and internal groups (Finance, Tax, Payroll)
• Tracks and processes awards for participants with changes in employment status
• Collaborates with IT to incorporate new equity/deferred comp programs and changes
• Partners with Payroll, Tax, Legal and Finance for proper reporting and compliance
• Ensures all processes are completed accurately within timeframes
• Ensure compliance with program provisions and tax regulations
• Review and reconcile data for accuracy
• Review and analyzes processing and exception reports
• Identifies and implements process improvements
• Acts as SME on vesting for equity initiatives and new system implementation
• Develops and delivers communications to participants and HR
• Develops and delivers presentations to HR and Global Equity Coordinators
• Provides superior customer service to program participants and HR
• Resolve escalated issues for clients
• Assess risk in business decisions and escalate/control issues with transparency

Skills

Strong communication

Diplomacy skills

Leadership

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Excel

Microsoft Office

Job description

The Eq & Def Comp Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities

• Manages the vesting and share delivery of Citi's global stock award programs, including the treatment of awards upon separation from the company.
• Has full ownership of processes including but not limited to; creation of stock awards, stock option grants and deferred compensation, award reconciliation, preparation and distribution of communication and award agreements.
• Serves as a subject matter expert in their field and uses expertise to run meetings with vendors as well as internal groups such as Finance, Tax, and Payroll.
• Tracks and processes awards for participants with certain changes in employment status.
• Conceptualizes and works with Information Technology team to incorporate new equity/deferred comp programs and/or changes within the existing recordkeeping applications.
• Partners with Payroll, Tax, Legal and Finance to ensure proper reporting of plan activity, and compliance with current legislation.
• Ensures all processes are completed with accuracy and within required timeframes.
• Ensure compliance with program provisions and legal and tax regulations.
• Review and reconcile all data to ensure accuracy.
• Reviews and analyzes daily and weekly processing and exception reports.
• Identifies and implement process improvements.
• Acts as subject matter expert on the vesting process for equity compensation initiatives and projects, including the development, testing and implementation of a new equity administration system.
• Develops and deliver communications to participants and HR related to vesting events.
• Develop and deliver presentations to Human Resources and Global Equity Coordinators.
• Provides superior customer service to program participants and Human Resources.
• Resolve escalated issues for clients.
• Additional duties as assigned
• 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

• 5-8 years of experience
• Proficient in Microsoft Office with an emphasis on MS Excel
• Ability to meet deadlines while dealing with multiple priorities.
• Consistently demonstrates clear and concise written and verbal communication skills

Education: Bachelor’s/University degree or equivalent experience

Job Family Group

Human Resources

Job Family

Compensation & Benefits

Time Type

Full time

Location and Compensation

Primary Location: Jacksonville Florida United StatesPrimary Location Full Time Salary Range: $79,120.00 - $118,680.00

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.

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

Aug 28, 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 is an equal opportunity employer

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.

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