Sr. Business Analyst- Business Execution-Investor Services

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 years of 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.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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