Full-Time

VP – Wealth Operations Analyst

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking provider

Fintech
Social Impact
Financial Services

Compensation Overview

$93.4k - $140.2kAnnually

+ Incentive Awards + Retention Awards

Expert

Tampa, FL, USA + 2 more

More locations: Jacksonville, FL, USA | Wilmington, DE, USA

Primary location is Jacksonville, Florida.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Python
SAS
Data Science
R
SQL
Data Analysis
Requirements
  • 10 years of relevant experience in financial services with knowledge of operations or wealth management
  • Experience with analytics in wealth management strongly preferred
  • A change agent with strong discovery mindset and abilities to pioneer research in new data, analytics tools or approaches
  • Demonstrates an in-depth understanding of how own area integrates within the overall business to achieve objectives within complex organizational structure and fast-paced working environment
  • Understanding of various analytics methods and data platforms, knowledge of advanced statistical or data science techniques and how to apply such to drive substantial business results
  • Technical skillsets with proficiency required in at least one of the following programming languages: SQL/SAS/Python/R, Big Data knowledge and experience preferred
Responsibilities
  • Supports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements
  • Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvement
  • Conducts or leads in-depth and often advanced data analytics in order to evaluate hypothesis, identify actionable opportunities for productivity, operational performance or client experience enhancement, and quantify respective impacts or benefits through various data analytics methodologies, techniques and data environments
  • Utilizes excellent communication skills in order to negotiate with internal and external stakeholders, tell a management story upon analytics insights to gain executive level traction, and recommend next best course of actions
  • Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations, and draws on diverse range of internal and external sources
  • Manages analytics projects end to end, accountable for end results.
Desired Qualifications
  • Experience with analytics in wealth management strongly preferred
  • Big Data knowledge and experience preferred

Citigroup provides a wide range of financial products and services to various clients, including consumers, corporations, and governments. Its offerings include consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, utilizing its global network and technology to deliver financial solutions. Citigroup generates revenue through interest from loans, fees from banking services, and commissions from investment activities. Unlike many competitors, Citigroup's extensive international presence and commitment to sustainability through ESG initiatives set it apart. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's focus on digital banking aligns with the growing trend of digital-first banking.
  • The partnership with Jumia opens growth opportunities in Africa's expanding e-commerce market.
  • Positive earnings report indicates recovery in consumer confidence and spending.

What critics are saying

  • Increased competition from digital platforms like Versana challenges Citi's market position.
  • Citi's exposure to Africa's volatile e-commerce market poses potential risks.
  • Regulatory scrutiny may impact Citi's collaboration with Mastercard for Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The introduction of 'Green Deposits' highlights Citi's commitment to sustainable banking solutions.
  • Citi's partnership with Mastercard for Google Pay Plex accounts enhances its digital banking offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays