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Global Wealth Management - Data Insights Business Analyst

Job Req ID 21332916 Primary Location New York, New York Job Category Private Client Product Services
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Citi Global Wealth is a trusted advisor to wealthy and worldly individuals and families. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.

The Innovation Office is a multi-disciplinary team within Citi Global Wealth’s Investments business. An established, high performing and agile team, the Innovation Office is focused on five key pillars:

  • Business Platform: Future Proofing & Planning
  • Business Technology Integration
  • Ensuring a Data Insights-Guided Business Approach
  • Market Assessment on New & Emerging Technology
  • Fostering a Culture of Innovation

Collectively across these areas, the Innovation office aims to improve the quality of the client experience; increase revenues; efficiently manage costs; and build better products, services, and ways of working - collectively serving to better prepare the bank and its clients for the future.

The Innovation Office is now seeking an individual to develop, implement, and accelerate innovative data analytics solutions into the business platform.  The position will have a strong impact on driving growth for Investments in partnership with the wider organization, enabling sales and enhancing the bank’s revenue generating efforts. Successful candidates will have skills for identifying, integrating and executing on gaps to put innovation ideas into action.  This will require constant close partnership and alignment with key stakeholders, from Operations & Technology through to the CGWI salesforce.

This pioneering new role has a real opportunity to make an impact within Citi Global Wealth.

Key Responsibilities

  • Demonstrating applications/visualization tools to internal users
  • Communicating with stakeholders to gather requirements for new ideas and report updates
  • Manage and develop analytics platform
  • With a keen eye for UI/UX, develop Apps and Dashboards to deliver actionable insights
  • Investigating problems to establish real or hidden causes and solves complex problems with creative solutions
  • Liaise with the development teams to ensure that the designs will meet user needs
  • Interact with users to determine how applications are used and how they can be enhanced
  • Work with users across all levels, from senior management to program analysts, to develop products that meet their various needs
  • Know the development framework and backend data models well enough to answer questions and determine feasibility of requested enhancements
  • Ensuring the accuracy of the data points through automated and manual checks
  • Design, develop, and test SQL scripts to import, modify and enhance data to meet customer requirements
  • Participate in business requirements and work directly with business units to define and prototype applications/visualization tools
  • Perform ad-hoc analyses for supporting management requests

Required Qualifications:

3+ Years of experience with at least two of the following:

  • UI/UX design
  • Client-facing interactions
  • BI Concepts and Reporting
  • Data Analysis and SQL
  • Python programming

2+ Years of experience in investments related work

Desired Qualifications:

  • MBA, CFA, and/or CAIA
  • Qlikview / Qlik Sense
  • Scrum Methodology / JIRA
  • Web/App Design

This position would suit a proactive and energetic analyst with an analytical mindset who is eager to learn new things and has the ability to manage his/her time around CGW Investments business priorities.


Job Family Group:

Private Client Product Services


Job Family:

Investment Analytics


Time Type:


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