Wealth Operations & Analytics Associate

Citi; New York (NY); Sur place; USD 109 000 - 164 000; Plein temps

Résumé du poste

Citi in New York is seeking an intermediate Business Associate to oversee administrative activities and support regulatory, audit, and continuity programs. The role involves coordinating data requests, tracking headcount, and assisting on ad hoc projects across the Wealth organization.

You will design, build, and maintain a centralized reporting suite, perform deep-dive analyses of KPIs, ensure data quality, and present findings to senior management to enable strategic decision-making.

Qualifications

• 7-10 years of relevant experience.
• Advanced Excel: pivot tables, VLOOKUPs, and formulas.
• Experience with databases and information management.
• Clear and concise written and verbal communication skills.

Responsabilités

• Design, build, and maintain a centralized reporting suite to track KPIs, business drivers, and 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 with Finance, Technology, Risk, and 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 staffing to forecast monthly headcount and manage contractor requirements.
• Consolidate bi-weekly Resource Justification submissions for time/materials and fixed-price resources globally.
• Interface with Relationship Managers to ensure suppliers align 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.

Connaissances

Years of experience 7-10

Advanced Excel

Pivot tables

VLOOKUPs

Formulas

Databases

Written and verbal communication

Formation

Bachelor’s Degree/University degree or equivalent experience

Outils

Excel

Databases

Description du poste

Citi in New York is seeking an intermediate Business Associate to oversee administrative activities and support regulatory, audit, and continuity programs. The role involves coordinating data requests, tracking headcount, and assisting on ad hoc projects across the Wealth organization.

You will design, build, and maintain a centralized reporting suite, perform deep-dive analyses of KPIs, ensure data quality, and present findings to senior management to enable strategic decision-making.