Wealth COO Analytics AVP – Strategy & Insights

Citigroup; New York (NY); Vor Ort; USD 109.000 - 164.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision coverage

401(k) plan

Life, accident & disability insurance

Wellness programs

Paid time off (vacation, sick leave, &

Zusammenfassung

Citigroup in New York is seeking an intermediate Business Associate to lead administrative functions and contribute to audits, regulatory responses, and budget tracking. You will design and maintain centralized KPI reports, analyze wealth trends, and support strategic initiatives across Finance, Technology, Risk, and Front Office.

Responsibilities include presenting findings to senior management, forecasting monthly headcount, and coordinating global resource allocations.

Qualifikationen

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

Aufgaben

• Design, build, and maintain a centralized reporting suite to track 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

Kenntnisse

7-10 years experience

Advanced Excel

Pivot Tables

VLOOKUP

Formulas

Databases

Info management

Communication

Ausbildung

Bachelor's Degree

Jobbeschreibung

Citigroup in New York is seeking an intermediate Business Associate to lead administrative functions and contribute to audits, regulatory responses, and budget tracking. You will design and maintain centralized KPI reports, analyze wealth trends, and support strategic initiatives across Finance, Technology, Risk, and Front Office.

Responsibilities include presenting findings to senior management, forecasting monthly headcount, and coordinating global resource allocations.