Wealth COO AVP: Strategy & Analytics

Citi; New York (NY); On-site; USD 109,000 - 164,000; Full time

Job summary

Citi in New York, NY is seeking a Business Associate to drive administrative and analytics work across finance and operations. The role involves designing reporting suites, analyzing KPIs, and supporting strategic programs with data-driven insights.

The position requires strong Excel skills, experience with databases, and excellent communication. It provides full-time employment with Citi's comprehensive benefits and a direct path to broader business execution opportunities.

Qualifications

• Bachelor’s degree in a related field is required.
• Advanced Excel with pivot tables, VLOOKUPs, and formulas.
• Experience with databases and information management.
• Clear written and verbal communication skills.

Responsibilities

• Design, build, and maintain a centralized reporting suite to track KPIs and finance impact.
• Conduct deep-dive analyses to identify trends, risks, and opportunities.
• Develop analytics to track value realization from investments and initiatives.
• Ensure data quality and integrity in reporting and analytics deliverables.
• Collaborate with Finance, Technology, Risk, and Front Office to gather data and align metrics.
• Prepare and present findings to senior management for strategic decisions.
• Coordinate with staffing to forecast monthly headcount and contractor needs.
• Consolidate bi-weekly resource justification for time/materials and fixed-price resources.
• Interface with global Relationship Managers to align suppliers with strategy.
• Review budget estimates for completeness and conformance with procedures.

Skills

Advanced Excel

Pivot tables

VLOOKUPs

Formulas

Databases

Communication skills

Analytics experience

Education

Bachelor's Degree

Job description

Citi in New York, NY is seeking a Business Associate to drive administrative and analytics work across finance and operations. The role involves designing reporting suites, analyzing KPIs, and supporting strategic programs with data-driven insights.

The position requires strong Excel skills, experience with databases, and excellent communication. It provides full-time employment with Citi's comprehensive benefits and a direct path to broader business execution opportunities.