Ops Sup Analyst 1
hace 2 semanas
The Ops Sup Analyst 1 is an entry-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 Analyst 1 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 business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
- Provide regular status updates for all project participants and create presentations for steering committee updates
- Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
- Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
- Recommend business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
- Create and facilitate training sessions, webcast demos and write User Acceptance Test scripts and business scenarios against specified requirements
- Create, manage and maintain project plans and act as the project manager for all follow ups across various departments
- Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
**Qualifications**:
- Previous relevant experience preferred
- Proficient in Microsoft Office
- General knowledge of client reporting across the industry and our competitors
- Working knowledge of SQL environments and database queries
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication skills
**Education**:
- Bachelor’s degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Experiência requerida Al menos 1 años de experiência en manejo de proyectos
Ingles nível alto
Experiência en manejo de clientes internos
Seguimiento a planes de trabajo.
Conocimientos de conceptos financieros básicos (P&L, Gross y Net Benefit, Amortización, etc.)
Generación de Business Cases
Elaboración de Planes de Trabajo
Participación en implementaciones y proyectos en áreas operativas.
Gestión de Proyectos
Conocimientos
Microsoft Office:
Power Point
Word
Excel
Outlook
Objetivo del puesto: Seguimiento y ejecución del portafolio de proyectos del área
Objetivo del área: Dar seguimiento a las implementaciones tecnológicas y no tecnológicas de la dirección, así como el asegurar que se están cumpliendo las iniciativas de ahorro. Siendo el frente de la dirección ante áreas internas, tecnología y otras áreas de Banco.
Funciones principales del Puesto: Seguimiento puntual a los acuerdos de los proyectos encomendados
- Participar en las sesiones de definición de proyectos para asegurar que se cumplan los requisitos de los mismos.
- 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.
Habilidades Técnicas / Competencias que debe tener el Candidato Excelentes habilidades para trabajo en equipo y supervisión de equipos de trabajo multidisciplinarios
Habilidades para transmitir conocimientos específicos de forma práctica y estructurada
Excelentes habilidades interpersonal
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