3 days old

Performance and Client Reporting Manager

Dover, FL 33527
This role will be responsible for the production, verification and communication of all Performance & Client Reporting related activities based upon client requirements as well as producing other periodic client reports. The lead will also be responsible for understanding and ensuring the accuracy of the data.

The lead will work closely with our clients, Client Executives, Product Managers to ensure timely and accurate reporting.


Key responsibilities include:

+ Assist in new client onboarding and implementations

+ Participate in department projects and ensure their completion

+ Create customized reporting based upon client requirements

+ Review, update and implement new processes and procedures where needed to enhance operational controls

+ Assist Product with client presentations to current or prospective clients

+ Perform quality control review on team members work

+ Mentor team members in training and skill development

+ Support testing of new features/functionality for the Performance and Client Reporting platforms

+ Responsible for interfacing with index vendors

+ Provide feedback on vendor system quality/functionality

+ Attend to Client queries

+ Attend to audit matters


+ Computer literate with excellent MS Office skills

+ Advanced Microsoft Excel skills (example: macro, filtering, pivot tables, etc.)

+ Strong analysis and problem solving skills

+ Knowledge of the end-to-end view of the overall performance reporting process

+ Excellent interpersonal and communication skills

+ Ability to multi-task and work well under pressure

+ Outstanding organizational skills and attention to detail

+ Advanced knowledge of all asset classes

+ Working knowledge of accounting systems


+ Bachelor's degree in a Business related field

+ 10+ years of performance analysis experience in financial services

+ CFA and CIPM (preferred but not required)


**Job Family Group:**

Operations - Transaction Services


**Job Family:**

Securities and Derivatives Processing


**Time Type:**


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: 2022-05-13 Expires: 2022-06-12

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Performance and Client Reporting Manager

Dover, FL 33527

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