Wealth COO Office - Assistant Vice President

Citi; New York (NY); Hybrid; USD 7,400 - 12,000; Full time

Job summary

Citi is seeking an Assistant Vice President in the Wealth COO Office to coordinate administrative and analytics work across wealth programs. The role emphasizes reporting, data quality, and collaboration with Finance, Technology, Risk, and Front Office to deliver insights for strategic decisions.

The Business Associate will develop a centralized KPI reporting suite, perform trend analyses, forecast headcount, and support budget planning and audits.

Qualifications

• Bachelor’s degree or equivalent experience.
• 8-10 years of relevant experience.
• Advanced Excel with pivot tables, VLOOKUPs and formulas.
• Experience with databases and information management.

Responsibilities

• Focus on Wealth Technology Book of work to ensure timely execution, ownership and value realization of benefits.
• Design, build, and maintain a centralized reporting suite to track KPIs, business drivers, and financial impact.
• 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 with Finance, Technology, Risk and Front Office to gather data and deliver insights.
• Prepare and present findings to senior management to support strategic decisions.
• Interface with staffing office on contractor hiring requirements and forecast monthly headcount.
• Consolidate bi-weekly resource justification submissions for global resources.
• Interface with Relationship Managers to ensure alignment with resource and location strategy.
• Examine budget estimates for completeness and conformance with procedures.
• Provide advice with cost analysis, fiscal allocation, and budget preparation.
• Review data for accuracy and create required reporting.

Skills

Advanced Excel

Pivot tables

VLOOKUPs

Formulas

Databases

Clear communication

Education

Bachelor’s Degree/University degree or equivalent experience

Tools

Databases

Job description

Wealth COO Office - Assistant Vice President

Job Req Id:

261004207

Location(s):

Haryana, India

Job Type:

Hybrid

Posted:

Oct. 28, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Business Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.

Responsibilities

• Focus on Wealth Technology Book of work to ensure timely execution, ownership and value realization of benefits
• Design, build, and maintain a centralized reporting suite to track key performance indicators (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
• Review data for accuracy and create required reporting to manage the data

Recommended Qualifications

• 8-10 years of relevant experience
• Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
• Experience with databases and information management
• Consistently demonstrates clear and concise written and verbal communication skills

Education

• Bachelor’s Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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