Avp Collateral Margin Operations Team Coordinator jobs at Citi Group in United States, Jersey City

The Fin Solutions Sr. Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. 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. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.Responsibilities:

• Contributes to the design, roll-out and governance of financial solutions, including:
• Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
• Assists in setting business and information architecture standards for Finance
• Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
• Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
• Manages a small team, or function as a single incumbent with management responsibilities for a function.
• Integrates expertise and industry expertise within a defined area.
• Advises on standards around which others will operate.
• Coordinates and contributes to the ideas of the entire function.
• Performs other duties and functions as assigned
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Ability to manage teams.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10+ years of relevant experience, within the financial services industry preferred
• Recognized technical authority for an area within the business.
• Requires communication and diplomacy skills in order to guide and influence others.
• Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
• Self-motivated with the ability to make decisions in the absence of detailed instructions.
• Proficient Microsoft Office skills
• In depth knowledge of banking products / systems preferred.
• CPA preferred

Education:

• Bachelors degree, potentially Masters degree

Conocimiento de estados financieros

Experiencia en atención a auditorias

Ingles avanzadoINDISPENSABLE

Habilidades de comunicación a nivel directivo

Experiencia en manejo de equipos (Liderazgo)

Carrera terminada con titulo

Experiencia en el sector financiero

Experiencia o participación en implementación de proyectos de estados financieros / Implementación de algún sistema

Experiencia en automatización de reportes financieros

Time Type:

Responsibilities:

• Direct support to the CSC site head and site leadership team to drive execution of the site and CSC network strategy

• Collaborate with the site head to define and implement site initiatives to improve employee engagement

• Coordinate and ensure the efficient operation of the site as the execution arm of the Site Leadership Team (SLT), including monthly leadership and engagement activities

• Work with partners in RES, HR, and CTI to ensure the site is well run and issues are tracked and resolved in a timely manner

• Work with community partners and universities to provide support and help organize Citi events

• Present key metrics and insights to senior site leaders, lead /facilitate employee advisory groups

• Implement and drive new programs and practices, ensuring alignment with strategic CSC initiatives

• Ensure all businesses and functions have consistent practices and policies related to employee engagement and talent management

• Partner with HR to implement and coordinate Talent programs within the CSC

• Collaborate with business heads to host and organize executive leader visits to the CSC

• Act as the CSC on-site liaison for engagement networks

• Manage and organize CSC events, including quarterly employee recognition and engagement events (i.e., global Network Employee Appreciation)

• Lead and coordinate VOE strategy initiatives

• Monitor relevant site metrics and launch programs to reduce attrition

• Work with site SLT to address employee pain points

Qualifications:

• Education: Bachelor's degree in accounting/ finance/ business administration/ project management, or equivalent experience

• Experience: Project management and financial services background preferred; 7-10 years of proven experience in operations management, project management, talent management, and/or development (shared services experience a plus)

• Skills: Proficiency in MS Office Suite (Access, Excel, PowerPoint). Experience working in a global, matrixed environment with multiple stakeholders is preferred

Competencies:

• Strong experience managing business operations, events, and/or programs

• Experience in community relations and partnering with key external stakeholders

• Highly developed communication, interpersonal, influencing, and organizational skills

• Ability to work in a fast-paced environment and adapt to changing deadlines and schedules

Anticipated Posting Close Date:

he senior compliance risk analyst

Responsibilities:

• Reviews and analyzes surveillance and trading activity data and assists with developing, maintaining, and performing surveillance reviews and reports as necessary.
• Identifies potential risks and escalates the issue to a designated supervisor/manager and the respective product coverage areas, as appropriate.
• Provides troubleshooting support on a wide variety of projects, including ad-hoc projects and regulatory exams directed by other organizations within the compliance and legal departments, to ensure they remaining compliant with regulatory and legal requirements.
• Monitors adherence to ICRM’s risk policies and relevant procedures and remains abreast of any changes to regulations and or policies to prevent risk and protect the organization.
• Assists with editing and maintaining ICRM program related materials and interacts with other areas within Citi in a collaborative manner to provide best-in-class surveillance support.
• Influences senior managerial decisions by advising, counseling, and contributing to team deliverables and projects that impact both the team and the business.
• Acts as a subject matter expert (SME) to senior stakeholders and/or other team members.
• Assumes both formal and informal leadership roles within team and assists in training and mentoring new team members upon their arrival.
• Assesses and mitigates risks to ensure that team projects and deliverables are uninterrupted, and that Citigroup’s reputation is safeguarded when business decisions are made.
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the company's reputation and safeguarding Citi, 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:

• 5-8 years of experience; experience inForeign Exchange, Fixed Income Product, and Markets is preferred
• Knowledge of Compliance laws, rules, regulations, risks and typologies
• A general understanding of securities trading and corresponding regulations with proven ability to prioritize and manage multiple responsibilities
• Excellent research and analytical skills
• Excellent written and verbal communication skills
• Must be a self-starter, flexible, innovative and adaptive
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as subject matter expert (SME) to senior stakeholders and/or other team members.
• Demonstrated interpersonal skills with the ability to work collaboratively and with people at all levels of the organization, as well as the ability to navigate a complex organization.
• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
• Excellent project management and organizational skills and capability to handle multiple projects at one time
• Proficient in MS Office applications (Excel, Word, PowerPoint)
• Knowledge in area of focus
• Work collaboratively with regional and global partners in other functional units; ability to navigate a complex organization
• Adaptable to change and willing to work in a fast paced environment with a positive attitude

• Bachelor's/University degree or equivalent experience;Advanced degree (e.g. JD, MBA) is a plus

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Develop and implement business initiatives, client solutions, or projects affiliated with securities and derivatives settlement
• Solve complex inquiries, conduct discovery and complete due diligence activities for client requests
• Provide detailed analysis of escalated issues when necessary and recommend actions for resolution
• Contribute to processing standards and expectations for securities and derivatives processing teams
• Develop and implement business plans, policies, and procedures that offer solutions and cost saving opportunities
• Manage daily performance related to securities and derivatives post-settlement activities of operations processes
• Propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements
• Coordinate with internal and external clients to assess service quality and identify areas for improvement
• Act as an advisor to new/junior staff
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of relevant experience
• Required licensing/registration: Series 9
• People management experience
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Time Type:

The Collateral & Margin Operations Team Coordinator role is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:

• Responsible for the efficient review, issuance and tracking of open margin calls for Wealth clients in North and Latin America for Securities Based Lending and Capital Markets
• Working with the Credit, Risk and Lending Product to serve our client base, and optimise the product offering
• Establish controls for daily margining and other activities, and be liaison for audit
• Understanding the needs of Wealth clients, and the bespoke nature of the business
• Play a significant role in developing and coordinating policy and process within the region alongside Product Partners
• Stays abreast of developments within the collateral and margin function and considers his/her implications for own job and the business.
• Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to Collateral and Margin processes
• Accountable for integrity of process, operations and associated results; may have responsibility for planning, budgeting and policy formulation within area of expertise
• Responsible for detailed analysis of collateral related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken
• Understands Risk appetite and can proactively mitigate / manage potentials risks alongside Risk partners
• Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities
• Requires good analytical skills to filter, prioritize and validate potentially complex material from multiple projects
• Oversees the multiple daily processes as well as acting as a point of escalation within the North America region
• Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group, and has a good grasp on driving results based on KPIs
• Committed to process improvement, client service, control, and cost reduction and identifies any opportunity to implement process improvements, service enhancements, or technology enhancements.
• Provides SME knowledge to internal stakeholders, and support to Wealth Operations Senior Management
• Solicits feedback from internal stakeholders to ensure performance and process is continually reviewed to deliver the optimal service to our clients
• Solves complex client queries and consults with clients as required
• Applies a solid knowledge of the business to develop creative solutions to meet client and business needs
• Provides in-depth and sophisticated analysis to define problems and develop solutions, mostly but not limited to, collateral and margin.
• Influences strategic functional decisions through advice, counsel or provided services that have direct impact on the business
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years of experience
• Excellent attention to detail
• Individuals are expected to be subject matter experts in multiple or specific skill sets, business areas or products
• Previous experience within Wealth Management preferred but not required

Education:

• Bachelor’s/University degree or equivalent experience

Anticipated Posting Close Date:

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Job Title:Prod Strat & Plan Specialist - C12

Location:Mumbai, Maharashtra, India

: Full-Time, Permanent

Key Responsibilities:

• Effective Issue Resolution & Risk Mitigation by providing testing support to resolve MRAs/CAPs (Corrective Action Plans) and SIIs (Self-Identified Issues) across Institutional Credit Management (ICM)
• Support Portfolio Manager and Assistant Portfolio Manager in Partnership and Continuous engagement with applicable regional and industry stakeholders in ICM, CB, CCB, Wealth and Risk for effective Issue resolution and Risk Mitigation
• Implementation of best practices inline with established guidelines to drive operational consistency across Business Units
• Ensure on-time adoption and continued improvement of the Credit Risk Process Digitalization platforms in partnership with ICM Product Development, Technology, and end users across all LoBs.
• Ensure timely completion of projects within the CPSO book of work.
• Following established governance mechanisms / controls to prevent recurrence of issues

• Identify scope to leverage new age tools (AI/ML) to optimize processes across the ICM organization
• Ensure ongoing and timely feedback and coaching of Associates and Senior Analysts to sustain a strong credit culture and an unwavering commitment to excellence in analysis and execution
• Actively participate in Learning, Development and Training opportunities including instructor led courses
• Support CPSE VoE Engagement, Belonging (DEI), and Leadership scores
• Travel (less than 10%)

Knowledge/Experience:

• Demonstratable financial services experience, including 6-9 years in Banking or FI Industry
• Deep knowledge of Wholesale Credit Processes and Policies spanning the Credit Risk Value Chain
• Sound and thorough knowledge of Citi´s systems
• Significant experience in preparing presentations for seniors
• Outstanding awareness and adherence to the control environment

Skills/Competencies:

• Strategic orientation to ensure the team continues to be positioned as a thoughtful and proactive partner in providing effective resolutions and best practices for Risk Mitigation across Business units
• Proven culture carrier. Well-developed interpersonal skills, with the ability to build relationships and exert influence with and without direct authority
• Strong organizational skills with ability and willingness to work under pressure and manages time and priorities effectively with little to no supervision
• Clear written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority
• Intermediate Microsoft Office (Word, Excel, and PowerPoint) skills

Qualifications:

• BA/BSc in Finance or Accounting or higher degree in Business (MBA), or CFA, or any other related subject

Time Type: