Citi Wealth Investments serves clients across the wealth continuum in the Citi Private Bank, Wealth at Work and Citigold client segments.  We are committed to serving as our clients’ long-term guide for the design and implementation of their investment plan and partner for their business activities.  The breadth of Investment Solutions across Citi Investment Management, Alternative Investments, Markets and Insurance allows us to deliver our best ideas into clients’ portfolios. 

The Analyst will report into the Wealth Investments Head of Business Performance, who reports into the Head of Investments Business Execution and supports the Head of Investment Solutions.  The team leads the financial strategy for Investments including the analysis of financial performance and drivers, business metrics, expense management and sales productivity.  The incumbent will also partner with the Investments Product Heads and Regional Investments teams to drive business growth forecasts and execute expense management and other strategic initiatives.

Responsibilities:

• Responsible for the financial management and strategy of Investments globally, covering sales management and productivity, business performance and resource allocation.
• Support the annual financial plan, revenue and sales outlook, business performance management, and expense and headcount management.
• Support the Heads of Investment Solutions and Business Execution with strategic initiatives across the organization.
• Lead projects across their lifecycle: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and obtaining buy-in for change.
• Manage all aspects of business performance, including planning, prioritizing and organizing projects.
• Develop and strengthen relationships with executives across the business.
• Identify opportunities to add value beyond the scope of formal projects.
• Contribute to continuous team improvement and management, e.g., provide leadership in recruiting, coach junior staff, etc.
• Efficiently solve complex, ambiguous problems/situations.
• Multi-tasks productively and reliably, while managing conflicting priorities.
• Performs other duties and functions as assigned.
• 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.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years experience in financial services.
• Strategy consulting experience.
• Ability to problem solve, sound business judgment, and demonstrated result orientation.
• Outstanding analytical and quantitative capabilities; history of academic and professional excellence and achievement.
• Creativity and independent thinking;
• Consistently demonstrates clear and concise written and verbal communication
• Collaborative work style; effectively interacts with partners across organizational boundaries/hierarchies. Leadership presence; commands respect and will earn trust of senior leaders. Highly motivated and with enthusiasm for Financial Services industry and desire to master the business.
• Sound working knowledge of financial modeling and can analyze financial statements. Highly proficient in MS Powerpoint and Excel.

Education:

• Bachelor’s/University degree or equivalent experience, potentially Masters degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Strategy & Development

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Oct 14, 2024

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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.

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