Sr. Business Analyst- Business Execution-Investor Services
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Job Description
**Job Purpose** We are seeking a highly motivated, proactive, and detail-oriented **Business Execution Analyst / Associate** with **4 to 5 years of experience** to join our **Investor Services** **Business Execution** team within the **Citi Services** group.
In this role, you will play a pivotal part in driving business execution, operational efficiency, and management reporting.
You will collaborate closely with various cross-functional teams to support strategic decision-making, manage headcount and expense processes, perform market and competitor benchmarking, and prepare high-impact presentations for senior leadership.
The ideal candidate is a "go-getter" who can wear multiple hats, adapt quickly to changing priorities, and deliver high-quality results under tight deadlines. **Key Responsibilities** **1.
Business Execution & Operational Support** + **GOC Management:** Support and facilitate the Global Organization Code (GOC) processes, ensuring alignment with organizational standards.
+ **Headcount & Resource Management:** Manage headcount and hiring requests submitted to the EMF (Expense Management Forum) and coordinate other hiring-related activities.
+ **Organization Design:** Assist in organizational design initiatives + **Expense Reviews:** Conduct regular expense reviews and financial tracking to identify cost-saving opportunities and ensure budget compliance. **2.
Market Intelligence & Business Analysis** + **Coalition & Competitor Analysis:** Perform detailed Coalition analysis and competitor benchmarking to assess market share, industry trends, and competitive positioning.
+ **Pricing & Fee Schedules:** Develop a strong familiarity with basic pricing concepts and fee schedule structures to support business execution and revenue optimization.
+ **Product Life Cycle:** Apply a solid understanding of the Product Life Cycle to support different business and product lines within the Citi Services group. **3.
Management Reporting & Executive Presentations** + **EMT & MBR Support:** Lead the preparation and consolidation of materials for Monthly Business Reviews (MBRs) and other Executive Management Team (EMT) level decks.
+ **Proactive Needs Assessment:** Proactively anticipate and understand management needs, collaborating with various functions across Investor Services to gather data and synthesize insights into polished, executive-ready presentations. **4.
Data Analytics & Modeling** + **Data Modeling & Analysis:** Leverage excellent data analysis and data modeling skills to interpret complex datasets, identify trends, and provide actionable business insights.
+ **Tool Utilization:** Utilize advanced productivity and collaboration tools, including SharePoint, MS Excel, and Citi Stylus/AI tools, to streamline workflows and automate reporting.
**Qualifications & Skillset** **Experience & Education** + **Experience:** 4 to 5 yearsof professional experience in business execution, operations, management consulting, or business analysis within the Financial Services industry (experience in **Investor Services** or **Securities Services** is highly preferred).
+ **Education:** Bachelor's degree in Business Administration, Finance, Economics, Information Systems, or a related field.
**Technical Skills** + **MS Office Suite (Must-Have):** Hands-on, advanced proficiency in **MS Excel** (intermediate to advanced features, data modeling, formulas, and pivot tables) and **MS PowerPoint** (creating professional, executive-level presentations).
+ **Collaboration Tools:** Strong working knowledge of **SharePoint** for document management and collaboration. + **AI & Productivity Tools:** Familiarity with **Citi Stylus / AI tools** (or equivalent generative AI and productivity platforms) is highly advantageous.
+ **Data Modeling:** Proven ability to structure, model, and analyze data to solve complex business problems. **Soft Skills & Competencies** + **Communication:** Exceptional verbal and written communication skills, with the ability to present complex information clearly and concisely to senior stakeholders.
+ **Stakeholder Management:** Strong interpersonal and stakeholder management skills, with a proven track ability to collaborate effectively across diverse, cross-functional teams. + **Adaptability & Agility:** Ability to multi-task, prioritize effectively, and "wear different hats" in a fast-paced, dynamic environment.
+ **Proactiveness & Learning Agility:** Approachable, keen learner, and a self-starter who takes initiative and works independently with minimal supervision. + **Teamwork & Ethics:** A flexible team player who is open to feedback, collaborative, and maintains high ethical standards.
+ **Execution Focus:** Known for quick turnaround times and delivering high-quality outputs under pressure. -Working Environment: office setting, minimal travelling and working hours in the office may be required during projects. - Effort: minimal physical effort required.
High levels of prolonged and intense concentration may be required in front of computer.
------------------------------------------------------ **Job Family Group:** Business Strategy, Management & Administration ------------------------------------------------------ **Job Family:** Business Execution & Administration ------------------------------------------------------ **Time Type:** ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above.
------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
_ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi (https://www. citigroup. com/citi/accessibility/application-accessibility. htm)_ _. _ _View Citi's_ _EEO Policy Statement (https://www. citigroup.
com/global/eeo-aa-policy)_ _and the_ _Know Your Rights (https://www. eeoc. gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6. 12ScreenRdr. pdf)_ _poster. _ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Required Skills
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