Wealth Operations reporting Analyst

Citi; New York (NY); Hybrid; USD 8,312 - 12,468; Full time

Job summary

Citi’s Wealth Operations Reporting Analyst role in Chennai focuses on turning data into actionable insights through MIS reports, dashboards, and performance metrics to support capacity planning and issue remediation.

The ideal candidate will have 2–4 years of SAS/SQL experience, strong data management and visualization skills (Tableau), and the ability to communicate technical insights to non-technical partners. The role combines analytics with process improvement and risk awareness.

Qualifications

• SAS/SQL and 2-4 years of experience.
• Data Management & SQL: expertise in data management principles, SQL programming for data extraction and manipulation, and database management systems.
• Reporting & Dashboard Development: proficiency in developing reports, dashboards, and performance metrics using tools and data visualization techniques, including Tableau.
• Communication & Stakeholder Management: ability to communicate technical information to non-technical stakeholders and senior partners.
• Automation & Scripting: experience with scripting languages such as Python and automation tools such as SSIS for automating report generation, data refreshes, and other routine tasks.

Responsibilities

• Gather operational data from cross-functional stakeholders and examine past business performance.
• Identify data patterns and trends, provide insights to enhance business decision making.
• Recommend actions for future developments and strategic business opportunities, and enhancements to operational policies.
• Conduct exploratory, confirmatory, and qualitative data analysis.
• Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies; communicate findings to business partners and senior leaders.
• Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities.
• Work closely with internal and external business partners in building, implementing, tracking, and improving decision strategies.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and compliance with applicable laws, rules, regulations, and policy.

Skills

SAS/SQL

Data Management

Reporting & Dashboard

Communication

Automation & Scripting

Education

Bachelor’s degree

Tools

Tableau

SSIS

Python

SQL

Job description

Wealth Operations Reporting Analyst

Location: Chennai, Tamil Nadu, India

Job Type: Hybrid

Job Overview

The Operations MIS team focuses on creating reports, dashboards, and performance metrics for Wealth Operations, supporting capacity planning and issue remediation efforts.

Responsibilities

• Gather operational data from cross‑functional stakeholders and examine past business performance.
• Identify data patterns and trends, provide insights to enhance business decision making.
• Recommend actions for future developments and strategic business opportunities, and enhancements to operational policies.
• Conduct exploratory, confirmatory, and qualitative data analysis.
• Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies; communicate findings to business partners and senior leaders.
• Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities.
• Work closely with internal and external business partners in building, implementing, tracking, and improving decision strategies.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and compliance with applicable laws, rules, regulations, and policy.

Experience & Skills

• SAS/SQL and 2‑4 years of experience.
• Data Management & SQL: expertise in data management principles, SQL programming for data extraction and manipulation, and database management systems.
• Reporting & Dashboard Development: proficiency in developing reports, dashboards, and performance metrics using tools and data visualization techniques, including Tableau.
• Communication & Stakeholder Management: ability to communicate technical information to non‑technical stakeholders and senior partners.
• Automation & Scripting: experience with scripting languages such as Python and automation tools such as SSIS for automating report generation, data refreshes, and other routine tasks.

Education

• Bachelor’s/University degree or equivalent experience.

EEO & Accessibility

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please view Citi’s EEO Policy Statement and Know Your Rights poster.