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Strong Tier-1 brand, metro location, mid-level generalist role and widely transferable skills drive high competition.
Role prefers Financial Services/Investor Services domain knowledge and fee/pricing familiarity, limiting cross-industry transferability.
Explicit 4–5 year requirement plus preferred Investor Services experience and mandatory advanced Excel/PowerPoint increases strictness.
Drive business execution and operational efficiency by managing headcount, expense reviews, and organizational design initiatives within Investor Services.
Prepare and consolidate management reporting and executive presentations (MBR & EMT decks) to support strategic decision-making for senior leadership.
Perform market and competitor benchmarking, data modeling, and business analysis to provide actionable insights and support revenue optimization.
4 to 5 years of experience in business execution, operations, management consulting, or business analysis, preferably within Financial Services or Investor/Securities Services.
Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or related field.
Advanced proficiency in MS Excel (data modeling, formulas, pivot tables) and MS PowerPoint (executive-level presentations).
Experience with SharePoint; familiarity with Citi Stylus/AI tools or equivalent generative AI platforms is highly advantageous.
Experienced in driving cross-functional collaboration and managing operational processes in financial services environments, specifically Investor or Securities Services.
Strong data modeling and analytical skills used to interpret complex datasets and generate insights for senior stakeholders.
Capable of producing polished, executive-ready reports and presentations under tight deadlines with proactive anticipation of management needs.