1+ months

Client Mgt Lead Analyst- Hybrid

As an Client Reporting Analyst Team Lead you will contribute to the achievement of the company's objectives by providing the best service to Private Bank Clients. In this role, you will be responsible for providing performance reporting and tailored reporting summaries. The team will be responsible of review of accounts performance correctness, root cause classification and fixing the account prior to release, and handle reporting enquires and reporting demands. Perfect candidate will be a self-motivated, analytical team player with the ability to independently complete their responsibilities whilst identifying process improvements and enhancements to address quality & efficiency.


+ Oversea the performance reporting team in validating daily and monthly performance returns

+ Provide guidance, investigate and resolve performance reporting issues

+ Ensure that the relevant data integrity and data quality controls are in place

+ Oversea the tailored reporting team supporting Private Bankers with their client reporting needs like financialtransactional and/or performance reporting

+ Interacting with Bankers/ ABs to understand their client reporting needs and to provide guidance to them on our reporting tools

+ Provide updates to both global and regional teams and peers on metrics

+ Coordinate interactions with other CPB teams for issue investigation and resolution

+ Review of existing processes and recommend solutions to improve the processes via automation


+ Minimum 8 years of professional experience within financial institution (ex. performance reporting, middle office, settlement, fund accounting, reconciliation related function

+ Understanding of the nature of work within banking operations

+ Demonstrate a good understanding of performance measurement and calculations

+ Analytical background in the financial services industry with some operational experience

+ Detail-orientated with good organizational skills

+ Client focused individual with strong communication skills

+ Excellent organizational skills and ownership to complete assigned tasks independently

+ SQL or VBA knowledge would be a plus

+ University degree or equivalent experience

+ Knowledge of investment and financial products


+ Bachelors/Univeristy degree

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:**

Customer Service


**Job Family:**

Institutional Client Management


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-09-12 Expires: 2023-04-28

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Client Mgt Lead Analyst- Hybrid


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