Ops Sup Intermed Analyst
hace 1 semana
The Ops Sup Intermed Analyst is an intermediate level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team.
Additionally, the Ops Sup Intermed Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients.
The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
Responsibilities:
- Perform financial, statistical, and operational studies using analytical skills and knowledge of data analysis tools and methodologies
- Perform feasibility analysis for significant process changes and partner with business teams to develop process improvements and solutions that help to streamline the operational workflow
- Resolve varied and complex issues using professional judgment, discretion, and business expertise
- Provide informal guidance and training to new and lower level team members, as needed
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
Qualifications:
- 25 years of relevant experience
- Proficient in Microsoft Office
- High level knowledge of related to industry standards and practices
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Consistently demonstrates clear and concise written and verbal communication skills
- Selfmotivated and detail oriented
- Proven organization and time management skills
- Demonstrated problemsolving and decisionmaking skills
- Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63,
Education:
- Bachelor's degree/University degree or equivalent experience
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Experiência requerida
- Al menos 3 años de experiência en gestión de proyectos
- Ingles nível intermedioalto mínimo (B
- C1 del marco europeo de referencia para las lenguas)
- Experiência en manejo de clientes internos
- Conocimientos de conceptos financieros básicos (P&L, Gross y Net Benefit, Amortización, VPN, TIR, PayBack.)
- Elaboración de Planes de Trabajo (diagrama de Gantt)
- Generación de Business Cases
- Participación en implementaciones y proyectos en áreas operativas."
Conocimientos
- Microsoft Office: Excel, Power Point, Word y Outlook
- Herramientas de colaboración: MS Teams y Zoom
Objetivo del puesto
Coordinar proyectos tecnológicos, estratégicos o regulatorios en áreas operativas internas de Citibanamex, bajo los principios de liderazgo de Citi:
- Tomar responsabilidad (retarnos unos a otros para alcanzar el máximo estándar en todo lo que hacemos).
- Entregar con orgullo (excelencia para el cliente, excelencia en controles y excelencia operativa).
- Alcanzar el éxito juntos (aprendemos de las experiências de todos para sobrepasar las expectativas de nuestros accionistas).
Objetivo del área
Gestionar el portafolio de proyectos tecnológicos, estratégicos o regulatorios de la dirección operativa de TS&CO y fungir de punto de enlace con áreas especializadas como Control, equipos Globales, Compliance, Tecnología o Finanzas.
Funciones principales del Puesto
Coordinar a equipos operativos, tecnológicos y administrativos / soporte para garantizar que se implementen los objetivos de los diversos proyectos tecnológicos, estratégicos o regulatorios.
- Participar en las sesiones de definición de proyectos para asegurar que se cumplan los requisitos de calidad e integridad para operaciones
- Convocar a sesiones de seguimiento con los diferentes stakeholders o grupos de trabajo para dar cumplimiento al plan.
- Identificar y escalar problemas e inconsistencias en la información reportada
- Establecer un diálogo con los responsables de los proyectos del portafolio respecto a su estatus, avances, riesgos y problemas
- Escalar situaciones operativas que impidan la ejecución en tiempo de las actividades del portafolio
- Identificar riesgos y problemas, escalar y dar seguimiento a la ejecución de acciones de mitigación
- Validar la documentación de los proyectos en el portafolio de acuerdo a los estándares y lineamientos establecidos
- Planeación táctica, ejecución y entrega de proyectos que involucran cambios en estrategia, tecnología, gente y los procesos operativos.
- Participación en proyectos de implantación de mejoras tecnológicas en todas sus fases. Proyectos de iniciativas estratégicas y / u operacionales, satisfacción del cliente, calidad y mejora continua.
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