דרושים Equity Research Sr Associate Insurance Avp New York Ny ב-Citi Group ב-United States, New York

Responsibilities:

• Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, model development, and establish and implement new or revised applications systems and programs to meet specific business needs or user areas
• Monitor and control all phases of development process and analysis, design, construction, testing, and implementation as well as provide user and operational support on applications to business users
• Utilize in-depth specialty knowledge of applications development to analyze complex problems/issues, provide evaluation of business process, system process, and industry standards, and make evaluative judgement
• Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and functionality
• Consult with users/clients and other technology groups on issues, recommend advanced programming solutions, and install and assist customer exposure systems
• Ensure essential procedures are followed and help define operating standards and processes
• Serve as advisor or coach to new or lower level analysts
• 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.
• 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 relevant experience
• Experience in systems analysis and programming of software applications
• Should have excellent programming skills in Java/AnugularJS
• Deep knowledge in database tools like Oracle
• Should have deep knowledge in testing frameworks like Karate, Selenium etc..
• Experience in managing and implementing successful projects
• Working knowledge of consulting/project management techniques/methods
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

Education:

• Bachelor’s degree/University degree or equivalent experience

Anticipated Posting Close Date:

Responsibilities:

• Oversee daily operations for multiple teams and several unit supervisors and ensure teams meet performance and quality expectations
• Manage staff resource allocation while assisting with the development and oversight of the budget
• Resolve complex and highly variable issues with significant departmental impact
• Evaluate performance and make recommendations for training/development, pay increases, hiring, terminations and other personnel actions
• Ensure essential procedures are followed and contribute to defining workflow standards
• Contribute to the objectives of the entire Transaction Services function
• 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 experience in a related senior level role with experience in trade / cash operations and management
• Proven experience in creating and implementing processes that result in improved business performance
• Effective verbal and written communication and analytical 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:

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:

• Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effective teams and manage a budget
• Deliver audit reports, Internal Audit and Regulatory issue validation and business monitoring and governance committee reports
• Lead reviews for all types of reviews, including the most complex, and review and approve Business Monitoring Quarterly Summaries
• Participate in major business initiatives and pro-actively advise and assist the business on change initiatives
• Implement integrated auditing concepts and technology, and follow trends in the Audit field and adapt them for the Audit function
• Identify solutions for a variety of complex and unique control issues, utilizing complex judgement and sophisticated analytical thought
• Analyze report findings, and recommend interventions where needed, proposing creative and pragmatic solutions to risk and control issues
• Partner with Directors and Managing Directors to develop approaches for addressing broader corporate emerging issues
• 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:

• 10+ years of experience in a related role
• Direct hands-on experience in audit and risk management, with technical expertise in financial models.
• Strong understanding of relevant regulations (e.g., SR 11-7, SR 15-18, OCC 11-12) and model development/validation processes in areas such as market risk, credit risk, loss forecasting, AML, Basel, CCAR, or CECL.
• Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
• Demonstrated successful experience in business, functional and people management
• Proven ability to execute concurrently on a portfolio of high quality deliverables according to strict timetables
• Demonstrated ability to implement continuous improvement and innovation in audit tools and techniques
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated ability to remain unbiased in a diverse working environment
• Effective negotiation skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree in a quantitative field (e.g., Statistics, Economics, Mathematics, Finance) preferred.

Anticipated Posting Close Date:

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:

Requirements: Bachelor’s degree, or foreign equivalent, in Finance, Financial Engineering, Mathematics, Statistical Science, Economics, or a related field, and two (2) years of experience in the job offered or in a related quantitative occupation performing financial and quantitative data analysis within the financial services industry. Two (2) years of experience must include: Utilizing programing and database query languages including Python and SQL to perform data extraction, data analysis, and back tests; Performing financial data cleaning, statistical analysis, and visualization with Python and Excel; Utilizing Python and Excel VBA to build tools for pricing derivatives of multi-asset target index, monitoring live and inventory risk, and calibrating model parameters; Analyzing implied volatility and its term structure as well as its implications to derivatives; Utilizing drivers for bond and securities price changes and quantifying price impact resulting from changes in those drivers; Performing financial security valuation including yield analysis, spread analysis, and option adjusted spread valuation; and Conducting relative value analysis and hedge ratio analysis using model and empirical strategies. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #25847753. EO Employer.

Wage Range: $150,000.00 – $175,000.00/year

Anticipated Posting Close Date:

The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. 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, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers, when needed.

This role acts as subject matter expert for the client experience in banking and investments for peers and manager, identifies process improvements to address client friction points and associated training needs that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best practices. Has responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales process, and operational functions. May have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning of resources. Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients.

Responsibilities:

• Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
• Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded
• Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
• Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives. Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
• Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
• 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. 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.
• Acts as subject matter expert of banking and investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers and CSAs
• Coordinate “SWAT” resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership).
• Partners with National Client Service Manager to create and communicate CSA career path, to include a senior RCSA role that offers a differentiated team lead experience and builds a pipeline for potential CSM path.

Qualifications:

• 10+ years of experience
• Robust experience in business management and risk and control in a wealth management firm
• Experience leading high performing teams
• In-depth knowledge of client onboarding requirements, including KYC and AML
• Excellent verbal and written communication skills
• Required US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted)

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date: