Citi Wealth - Family Office Business Analyst Officer jobs at Citi Group in United States, New York
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662 jobs found
25.07.2024
CG
Citi Group Citi Wealth - Family Office Business Analyst Officer United States, New York, New York
Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Analyze monthly department budgeting and accounting reports to maintain expenditure controls. Review budget estimates for completeness, accuracy,...
Oversee Private Equity Counterparties and transactions risk across Private and Investment Bank. Provide oversight and challenge for the business covering full range of products. Assess quality of assigned portfolios, including...
Develop and execute a comprehensive business intelligence and enablement strategy aligned with the firm’s growth objectives. Lead and mentor a team of BI analysts and specialists, fostering a collaborative and...
Provide analytical support to the LFG Advisory Services Team. Be an integral part of the production of over 200 tailored comparative presentations throughout the year. Interface with LFG clients to...
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation...
Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group. Review and analyze financials during monthly close. Perform ad hoc...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Analyze monthly department budgeting and accounting reports to maintain expenditure controls. Review budget estimates for completeness, accuracy,...
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