Officer, Securities Settlement Analyst

Citi; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Citi is seeking an Officer, Securities Settlement Analyst to join its Operations – Transaction Services team in New York. You will manage Taiwan cash securities clearance and settlement, identify and resolve issues, and drive process improvements while ensuring regulatory compliance.

The role requires 3+ years in securities operations, a Taiwan broker licence, and strong English communication skills to coordinate with stakeholders globally. On-site work with competitive benefits is offered.

Qualifications

• 3+ years in securities operations, settlement, or related function.
• Active Taiwan securities broker licence (required for role).
• Knowledge of equity products, accounting principles, and Taiwan rules.
• Clear written and spoken English across stakeholder contexts.
• Ability to manage concurrent tasks in a fast-paced environment.
• Bachelor's degree in Business, Accounting, or Finance.

Responsibilities

• Manage end-to-end clearance and settlement of Taiwan cash securities transactions.
• Investigate and resolve settlement issues; escalate when needed.
• Analyze operational data to surface process improvements and present recommendations.
• Monitor activity to detect and correct errors; reduce operational risk.
• Support project implementations, product upgrades, and go-live readiness.
• Identify policy gaps and help develop updated guidelines.
• Provide on-the-job guidance and training to new team members.
• Ensure compliance with laws, regulations, and internal policies; escalate control issues.

Skills

Securities operations

Settlement

English communication

Multitasking

Financial accounting

Education

Bachelor's degree in Business/Accounting/Finance

Job description

Officer, Securities Settlement Analyst

Job Overview: Citi is looking for a Securities Settlement Analyst to join its Operations – Transaction Services team, where you will play a central role in the clearance, settlement, and resolution of Taiwan cash securities transactions. This position offers the opportunity to contribute directly to the integrity of trade flow processes within a global financial institution, working alongside experienced professionals across trading and operations functions.

Responsibilities

• Manage the end‑to‑end clearance and settlement of Taiwan cash securities transactions, ensuring accuracy and timeliness across all processing stages.
• Identify, investigate, and resolve settlement issues, escalating complex cases to the appropriate teams and recommending actionable solutions.
• Analyse operational data using structured methodologies to surface process improvement opportunities and deliver recommendations to leadership.
• Monitor transaction activity to detect and correct errors early, reducing operational risk to the firm.
• Participate in the implementation of new products, platform upgrades, and assigned projects, contributing to operational readiness and smooth go‑live execution.
• Identify gaps in existing policies and develop updated guidelines that streamline trade flow processes and strengthen controls.
• Deliver on‑the‑job guidance and informal training to newer team members, supporting team capability and continuity.
• Uphold compliance with applicable laws, regulations, and internal policies, and elevate control issues with transparency when identified.

Required Qualifications & Skills

• At least 3 years of experience in securities operations, settlement, or a closely related financial services function.
• Active Taiwan securities broker licence, as required for this role.
• Demonstrated knowledge of equity products, accounting principles, and Taiwan securities regulatory rules and policies.
• Ability to communicate clearly and concisely in both written and spoken English across operational and stakeholder contexts.
• Capacity to manage concurrent tasks and resolve competing priorities within a fast‑paced, high‑accountability environment.
• Bachelor's degree or equivalent experience in Business, Accounting, or Finance.

Beneficial Skills & Qualifications

• Familiarity with treasury products and their operational handling within a financial institution.
• Working knowledge of macros or data automation tools to support reporting and process efficiency.
• Experience contributing to the launch of new financial products or services within an operations context.

What We Offer

• Exposure to complex, real‑world securities operations across one of the world's largest financial institutions, broadening your expertise in Taiwan and regional markets.
• Access to structured learning and professional development resources to support your career progression within operations and beyond.
• A collaborative team environment where performance, precision, and continuous improvement are valued and recognised.
• On‑site working arrangement that supports team cohesion, direct collaboration with colleagues, and full engagement with day‑to‑day operations.
• Competitive compensation and a comprehensive benefits package aligned to your role and location.

As a successful candidate, you’d ideally have the following skills and exposure:

• At least 3 years of relevant experience.
• Proficient in English.
• Required Taiwan securities broker licence.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Demonstrated comprehension of equity products, accounting and Taiwan securities related regulatory rules and policies.
• Bachelor’s degree or equivalent experience in Business, Accounting, or Finance.

In this role, you’re expected to:

• Process clearance and settlement of Taiwan cash securities transactions.
• Utilise data analysis tools and methodologies, in conjunction with professional judgement to make process improvement recommendations.
• Resolve settlement related issues and escalate as needed; recommend solutions to resolve complex issues.
• Participate in the implementation of assigned projects, including new products, services and upgrades to platforms.
• Identify policy gaps and formulate new policies to enhance the streamlining of trade flow processes.
• Monitor and provide solutions to errors to minimise risk to the firm.
• Provide informal guidance, and/or on the job training to new team members.
• 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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Apply today to bring your securities operations expertise to a global team where your contribution to settlement accuracy and process quality makes a tangible difference.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

View Citi’s EEO Policy Statement and the Know Your Rights poster.