Sr. Business Analyst- Business Execution-Investor Services

Job Purpose

We are seeking a highly motivated, proactive, and detail-oriented    Business Execution Analyst / Associate  with  4 to 5 years of experience  to join our  Investor Services   Business Execution   team within the  Citi Services  group.

In this role, you will play a pivotal part in driving business execution, operational efficiency, and management reporting. You will collaborate closely with various cross-functional teams to support strategic decision-making, manage headcount and expense processes, perform market and competitor benchmarking, and prepare high-impact presentations for senior leadership.

The ideal candidate is a "go-getter" who can wear multiple hats, adapt quickly to changing priorities, and deliver high-quality results under tight deadlines.

Key Responsibilities

1. Business Execution & Operational Support

- GOC Management:  Support and facilitate the Global Organization Code (GOC) processes, ensuring alignment with organizational standards.
- Headcount & Resource Management:  Manage headcount and hiring requests submitted to the EMF (Expense Management Forum) and coordinate other hiring-related activities.
- Organization Design:  Assist in organizational design initiatives
- Expense Reviews:  Conduct regular expense reviews and financial tracking to identify cost-saving opportunities and ensure budget compliance.

2. Market Intelligence & Business Analysis

- Coalition & Competitor Analysis:  Perform detailed Coalition analysis and competitor benchmarking to assess market share, industry trends, and competitive positioning.
- Pricing & Fee Schedules:  Develop a strong familiarity with basic pricing concepts and fee schedule structures to support business execution and revenue optimization.
- Product Life Cycle:  Apply a solid understanding of the Product Life Cycle to support different business and product lines within the Citi Services group.

3. Management Reporting & Executive Presentations

- EMT & MBR Support:  Lead the preparation and consolidation of materials for Monthly Business Reviews (MBRs) and other Executive Management Team (EMT) level decks.
- Proactive Needs Assessment:  Proactively anticipate and understand management needs, collaborating with various functions across Investor Services to gather data and synthesize insights into polished, executive-ready presentations.

4. Data Analytics & Modeling

- Data Modeling & Analysis:  Leverage excellent data analysis and data modeling skills to interpret complex datasets, identify trends, and provide actionable business insights.
- Tool Utilization:  Utilize advanced productivity and collaboration tools, including SharePoint, MS Excel, and Citi Stylus/AI tools, to streamline workflows and automate reporting.

Qualifications & Skillset

Experience & Education

- Experience:   4 to 5 years   of professional experience in business execution, operations, management consulting, or business analysis within the Financial Services industry (experience in  Investor Services  or  Securities Services  is highly preferred).
- Education:   Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or a related field.

Technical Skills

- MS Office Suite (Must-Have):  Hands-on, advanced proficiency in  MS Excel  (intermediate to advanced features, data modeling, formulas, and pivot tables) and  MS PowerPoint  (creating professional, executive-level presentations).
- Collaboration Tools:  Strong working knowledge of  SharePoint  for document management and collaboration.
- AI & Productivity Tools:  Familiarity with  Citi Stylus / AI tools  (or equivalent generative AI and productivity platforms) is highly advantageous.
- Data Modeling:  Proven ability to structure, model, and analyze data to solve complex business problems.

Soft Skills & Competencies

- Communication:  Exceptional verbal and written communication skills, with the ability to present complex information clearly and concisely to senior stakeholders.
- Stakeholder Management:  Strong interpersonal and stakeholder management skills, with a proven track ability to collaborate effectively across diverse, cross-functional teams.
- Adaptability & Agility:  Ability to multi-task, prioritize effectively, and "wear different hats" in a fast-paced, dynamic environment.
- Proactiveness & Learning Agility:  Approachable, keen learner, and a self-starter who takes initiative and works independently with minimal supervision.
- Teamwork & Ethics:  A flexible team player who is open to feedback, collaborative, and maintains high ethical standards.
- Execution Focus:  Known for quick turnaround times and delivering high-quality outputs under pressure.

•Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
• Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

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## Job Family Group:
Business Strategy, Management & Administration
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## Job Family:
Business Execution & Administration
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Time Type:

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## Most Relevant Skills
Please see the requirements listed above.
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## Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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