The Business Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.
Responsibilities:
- Focus on Wealth Technology Book of work to ensure timely execution, ownership and value realization of benefits
- Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
- Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
- Develop analytics to track value realization from key investments and initiatives.
- Ensure data quality and integrity in all reporting and analytics deliverables.
- Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
- Prepare and present findings to senior management to support strategic decision-making.
- Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount
- Consolidate bi-weekly Resource Justification submission requests for ‘time and materials’ and ‘fixed price’ resources globally
- Interface with global Relationship Managers to ensure suppliers are consistent with resource and location strategy
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation
Recommended Qualifications:
- 8-10 years of relevant experience
- Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
- Experience with databases and information management
- Consistently demonstrates clear and concise written and verbal communication skills
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.
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Execution & Administration------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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Skills Required
- 8-10 years of relevant experience
- Advanced Microsoft Excel expertise, including PivotTables, VLOOKUP, and formulas
- Experience with databases and information management
- Clear and concise written and verbal communication skills
- Bachelor's degree or equivalent experience
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 — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
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Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
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Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.
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