금융기관본부 - Relationship Associate jobs at Citi Group in United States, New York

The Sec & Derivat Intmd Assoc Analyst is responsible for producing daily metrics and analyzing variances to ensure the Markets Treasury Trading desk has accurate reporting of their trading positions.Responsibilities:

• Utilize basic industry and business knowledge to contribute to the creation of customized reporting used to present information to traders and management teams
• Review and analyze FXMM trade activities to reconcile daily movements
• Support implementation of processing improvements
• Maintain accurate client information
• Provide informal guidance or on the job training to new team members when required
• 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:

• 2-5 years of relevant experience
• Strong technical skills in MS Excel and MS Access
• Thinks logically and is good at problem solving
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience

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:

The CSG Relationship Manager 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:

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
• Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs;
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
• Maximizes client experience by proactive sharing markets updates, trend and intelligence;
• Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients;
• Networks with clients to identify avenues for new business opportunities
• Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department
• Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
• 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:

• 5-8 years of experience
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates core credit skills
• Demonstrates an intermediate level of Early Warning Detection skills
• Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
• Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
• Ability to work effectively in team setting
• Excellent interpersonal, communication and influencing skills
• A self-starter, with positive/can-do approach, embraces changes and is bold;
• High level of energy, enthusiasm and motivation
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Able to quickly adapt priorities based on the latest data insights
• Must have a sharp business development focus and demonstrative innovative approaches

Education:

• Bachelor’s/University degree or equivalent experience

Anticipated Posting Close Date:

The origination function within Global Money Markets is responsible for:

• Identifying potential business opportunities by working with Banking and Capital Markets product partners
• Developing relationships with existing and potential issuer clients, providing them with information and market knowledge
• Pitching new business opportunities
• Working directly with clients, legal counsel and internal functions to negotiate and document new commercial paper programs
• Reviewing and executing amendments for existing commercial paper programs
• Enhancing investor client coverage by coordinating with sales to expand credit approval and build relationships with credit teams at key clients
• Coordinating with Banking on issuer client coverage and relationship matters

The Associate role is focused on client coverage and transaction execution for new issuers and helping to coordinate our investor marketing effort with buy-side firms.

Qualifications:

• Three to seven years of experience as an Analyst or Associate in capital markets or banking
• Proven success working with a team and learning in a team-oriented environment
• Strong interpersonal and communication skills
• Organized and detail-oriented
• Ability to work under pressure and with time constraints
• Knowledge of short-term products, specifically U.S. and European commercial paper
• Existing relationships with commercial paper issuers and investors preferred but not required
• Familiarity with the documentation process in fixed income products
• Strong relationship building and sales skills
• High levels of energy, engagement and integrity
• Self-motivated
• BS/BA degree
• Series 7, 63 and 79 preferred

Anticipated Posting Close Date:

The Securities & Derivatives Associate Analyst is responsible for investigating and settling compensation claims internally and externally for the EMEA and NA Capital Market products; primarily OTC Derivatives, Foreign Exchange and Cash Securities.

Responsibilities will include handling and aiding in the timely investigation, and resolution of Interbank / Corporate Compensation Claims. The candidate will need to effectively interact with the front office, operations, relationship managers and external clients. Analyst is expected to be able to:

• Support incoming claim functions including logging the request, investigating the client claim, reducing costs where possible, and initiating payments/journal entries
• Handle outgoing claim functions including identifying client payment delays using reconciliation and product processor systems; investigate the root cause behind the delay; issue claims internally and externally; follow up until claim is paid / settled; and initiating journal entries
• Manage his/her aging and claim portfolio
• Maintain up to date and accurate audit trails for all claims
• Be prepared for weekly aging sessions to ensure claims lifecycles are on track and being met
• Meet or exceed departmental control and performance standards
• Prepare, analyze, and respond to queries for business, client and ad hoc reports
• Participate in client and business conference calls
• Support data collection and reporting for the OCRM and relationship managers for client visits
• Participate in individual and team initiative process improvements

People Agenda:

• Championing diversity and inclusion to create a working environment which allows our People to thrive and excel

Organizational Transformation:

• Driving and supporting the delivery of strategic platform re-engineering initiatives, with conscious intent to standardize and industrial flow, reducing manual touch points and aligning tech delivery vs. business goal and wallet share optimization
• Driving the implementation of initiatives to continuously improve STP rates and productivity, including the use of robotics, workflow and other innovative re-engineering techniques

Qualifications and Skills:

• BS/BA degree or equivalent work experience preferred
• Excellent investigative and analytical skills
• Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology
• Strong communicator who is articulate and concise, written and verbal
• Strong risk management and control mindset
• Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources
• Self-reliant, good problem solver, results oriented
• Ability to establish and build trust with professionals throughout the business
• Must be detail oriented, able to meet deadlines, and have the ability to work in a collaborative team environment
• Excellent multi tasking skills with the ability to work in multiple systems and handle high email volumes

Anticipated Posting Close Date:

Citi Research focuses on delivering high quality investment insights to clients on a global basis with an emphasis on independence and objectivity in its products and insights

The Citi US Equity Strategy team within Citi Equity Research is seeking a Senior Associate level professional. This person will be integral to the analysis incorporated into the four components of our current product offering. The primary product is core US Equity Strategy predicated on proprietary fundamental analysis while leveraging macro inputs and perspectives. This is complemented by unique Thematic and ETF Strategy offerings. An ancillary focus on US Small/Mid Cap rounds out the product focus.

The Research Sr Associate is a seasoned professional role. The expectation is for immediate impact on all facets of our strategy product. You will apply in-depth disciplinary knowledge, contribute to the development of new analyses, while improving current processes and workflow. Candidates should possess working knowledge of economic and investment concepts and applications. Exceptional data science capability is a prerequisite. Strong communication skills including interpersonal, written and presentation round out the ideal candidate.

Responsibilities:

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• Analytic support involving data analysis and manipulation from multiple sources. Advanced excel and coding skills are critical to this.
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquires and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• 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:

• 3-5 years previous experience
• Experience in Equity Research
• Good knowledge of accounting and modelling
• Experience in supporting senior research analysts
• Excellent inter-personal, writing and communication skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor’s/University degree or equivalent experience.
• MBA or graduate degree and/or CFA preferred.

Anticipated Posting Close Date:

The Research Sr Associate 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:

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquiries and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• 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:

• 3- 5 years previous experience
• MBA or graduate degree and/or CFA preferred.
• Experience in Equity or Credit Research in relevant sector preferred
• Good knowledge of accounting and modelling
• Experience in supporting senior equity research analysts
• Excellent inter-personal and writing skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor’s/University degree or equivalent experience

Anticipated Posting Close Date:

Requires strong technical and mathematical skills as they relate to mathematical finance; ability to articulate complex technical issues with a variety of stakeholders; proven ability to work in a rigorous and self-motivated environment and deliver excellent and timely solutions.Responsibilities:

• Develop analytics libraries used for pricing and risk-management
• Collaborate closely with Traders, Structurers, and technology professionals.
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• 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 experience in a comparable quantitative modeling or analytics role, ideally in the financial sector
• Must have technical/programming skills; C++ and Python and experience developing in a large library
• Strong mathematical skills, particularly in the areas of probability theory and mathematical finance
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s/University degree, 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: