Ppb Advisory Ops Sup Intermed Analyst
hace 5 meses
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**:
- 2-5 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
- Self-motivated and detail oriented
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63,
**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.
Diseño e implementación de los procesos, controles, documentación y seguimiento de la asesoría de PPB en Patrimonial y Privada para dar cumplimiento a las regulaciones y políticas de Citi en este nuevo servicio
Análisis de datos
Experiência: Conocer de productos de inversión sus características y sus riesgos, métricas, estadísticas, métricas de riesgo y manejo de datos.
Lic. en Economía, Finanzas, Ing, Matemáticas
Excel intermedio - alto
- **Job Family Group**:
Operations - Core
- **Job Family**:
Operations Support
- **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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
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