Posted:
11/20/2024, 10:15:59 AM
Location(s):
Tampa, Florida, United States ⋅ Florida, United States
Experience Level(s):
Senior
Field(s):
Customer Success & Support
Workplace Type:
On-site
The Asset Servicing Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
Qualifications:
Education:
Job Summary: The employee in this role will perform all voluntary corporate action processing, encompassing tenders, exchanges, subscriptions, and other voluntary events, for DTC, Clearstream, and global positions held in CPB NAM’s custodian safekeeping accounts and on CPB’s Fitek operating system.
Job Description: The processing of voluntary corporate actions requires timely and accurate processing throughout the lifecycle of each voluntary event, from custodian announcements, client notifications, response tabulation, custodian election processing, client allocations, and event closure, while adhering to the specific controls within each step of the process. The role requires that the employee review the equivalent work of colleagues in a control capacity. The role will also require additional processing including unit event announcements, voluntary double-check review, as well as ancillary functions of Broadridge domestic proxy, CIM ISS proxy servicing, and Seg-100 processing. Within the unit there is ongoing internal and external client communications (primarily via e-mail), and an expectation and requirement that each and every such client correspondence is seamlessly addressed timely within each business day.
Job Skills/Qualifications: The candidate should have knowledge of the securities industry, and while corporate actions knowledge is preferable it is not a requirement. What is a requirement is an analytical mind-set, attention to detail, the ability to learn, a focus on control and risk-mitigation, strong organizational skills, the ability to work under pressure and prioritize one’s work under aggressive deadlines, and a desire to process to perfection each day. The candidate must be able to work both independently, and with others, especially when it comes to high-volume periods that require supporting colleagues. The ability to deliver client-centric e-mail communications and the use of MS Excel is required.
Educational Level: Bachelor's Degree
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Job Family Group:
Operations - Transaction Services------------------------------------------------------
Job Family:
Asset Servicing------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Tampa Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00
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:
Dec 11, 2024------------------------------------------------------
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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Website: https://www.citigroup.com/
Headquarter Location: New York, New York, United States
Employee Count: 10001+
Year Founded: 1812
Last Funding Type: Post-IPO Equity
Industries: Banking ⋅ Credit Cards ⋅ Financial Services ⋅ Wealth Management