VP - Client Reporting Analyst Lead

The Reference Data Services Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• This role will assist to manage daily and monthly functions of performance and custom reporting. Ensure that the end-to-end process such as downloading and maintenance of financial data is handled properly.
• The role will also ensure the integrity of data in the performance systems so that performance reports can be generated to our clients.
• To undertake monthly reviews of performance data and provide support to bankers / counsellors enquiries.
• To be able to take up the coordination on the end-to-end operations such as attending daily conference call on performance availability status update.
• This is a demanding job requiring attention to detail and ability to work under pressure with tight deadlines.
• Manages complex and highly varying issues with significant potential impact on multiple operations' areas. Individuals at this level may manage a department, product or process with a large amount of independence.
• Lead projects, resolves escalated operations' issues and/ or offer solutions at an advanced level.
• Liaises with multiple Operations teams/departments.
• Serves as analytical and/or procedural expert, representing a unit or team on cross functional processes or project deliverables.
• Stays abreast of the organization's operational procedures and best practices in business strategy and process/quality improvements; using such knowledge to recommend customized business solutions to internal clients.
• Serves as subject matter expert in business, planning and analysis for operations area supported.
• Acts as advisor or coach to new or lower level personnel on operational processes/procedures across multiple functions and/or departments.
• Provides in-depth and sophisticated analysis with interpretive thinking to define problems, develop innovative solutions, and streamline operational processes.
• Responsible managing overall resource management and allocation of work for assigned operations area for multiple teams/projects.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years' of relevant work experience
• Basic knowledge of banking products and investment instruments
• Knowledge of Visual Basic, MS Access and SQL would be advantageous
• Ability to understand the end-to-end process of banking systems in relation to investment performance reporting
• Resourceful, proactive and possess strong communication skills.
• Team player who is committed to work under minimal supervision.
• Prior team management experience, managing operational functions.
• Ability to influence and negotiate with senior leaders (across functions); ability to communicate with external parties

Education:

• Bachelor’s/University degree, Master’s degree preferred

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