Wealth COO Office - Assistant Vice President

Citi; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Citi’s Wealth COO Office seeks an Assistant Vice President to lead the design and maintenance of a centralized KPI reporting suite, measuring the financial impact of strategic programs.

The role requires deep-dive analytics to identify trends, risks, and opportunities, with responsibility for data quality and collaboration across Finance, Technology, Risk, and Front Office to deliver actionable insights. This is a full-time position in New York, NY.

Qualifications

• Bachelor's degree required or equivalent experience.
• 8–10 years of relevant experience with analytics and reporting.
• Advanced Excel with pivot tables, VLOOKUP, and complex formulas.
• Clear, concise written and verbal communication skills.

Responsibilities

• Design, build, and maintain a centralized reporting suite to track KPIs, drivers, and financial impact of programs.
• Perform deep-dive analytics to identify trends, risks, and opportunities across Wealth.
• Develop analytics to track value realization from key investments and initiatives.
• Ensure data quality and integrity in all reporting deliverables.
• Collaborate with Finance, Technology, Risk, and Front Office to gather data and deliver insights.
• Prepare findings for senior management to support strategic decisions.
• Forecast monthly headcount with staffing partners and manage resource requests.
• Coordinate budget reviews and provide cost analysis and fiscal insights.

Skills

Advanced Excel

Pivot tables

VLOOKUPs

Formulas

Data analysis

Excellent communication

Education

Bachelor's Degree

Tools

Databases

Job description

Wealth COO Office - Assistant Vice President

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

• 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.

Job Family Group: Business Strategy, Management & Administration

Job Family: Business Execution & Administration

Full time

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