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------------------------------------------------------
Job Family:Business Execution & Administration------------------------------------------------------
Time Type:------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Skills Required
- 4 to 5 years of professional experience in business execution, operations, management consulting, or business analysis within financial services
- Bachelor's degree in Business Administration, Finance, Economics, Information Systems, or a related field
- Advanced proficiency with Microsoft Excel, including data modeling, formulas, and pivot tables
- Advanced proficiency with Microsoft PowerPoint for executive-level presentations
- Working knowledge of SharePoint for document management and collaboration
- Ability to structure, model, and analyze data to solve complex business problems
- Exceptional verbal and written communication skills for presenting to senior stakeholders
- Strong stakeholder management and cross-functional collaboration skills
- Experience in Investor Services or Securities Services
- Familiarity with Citi Stylus, generative AI, or equivalent productivity tools
- Understanding of pricing concepts, fee schedules, product life cycles, competitor benchmarking, and financial services markets
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
