Mutual Fund Compliance Analyst - Board Reporting & Risk

Citi; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Life, disability insurance

Paid time off

Job summary

Citi in Columbus, OH is seeking an entry-level Financial Administration Compliance Analyst to assist in mutual fund compliance activities within the Operations - Transaction Services team. You will prepare and verify documents, maintain professional communication with internal and external clients, and support regulatory audits, quarterly Board reports, and ongoing risk assessments.

This role offers exposure to investment company compliance requirements and a path to grow within Citi's

Qualifications

• Bachelor's degree or equivalent experience in finance or a related field.
• 2-5 years of relevant experience in compliance, accounting, finance, or related area.
• Strong written and verbal communication skills.

Responsibilities

• Review daily Post Trade Compliance and Liquidity Risk Management results.
• Assist with regulatory audits and provide support as necessary.
• Prepare quarterly Board reports.
• Respond proactively to internal and external client inquiries.
• Demonstrate an advanced understanding of mutual funds and financial markets.

Skills

Compliance experience

Finance knowledge

Microsoft Office

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi in Columbus, OH is seeking an entry-level Financial Administration Compliance Analyst to assist in mutual fund compliance activities within the Operations - Transaction Services team. You will prepare and verify documents, maintain professional communication with internal and external clients, and support regulatory audits, quarterly Board reports, and ongoing risk assessments.

This role offers exposure to investment company compliance requirements and a path to grow within Citi's