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Citi Group Asset Servicing Sr Analyst - AVP Hybrid 
United States, Florida, Tampa 
528772728

25.06.2024

Overview:

TheAsset Servicing Sr. Analyst - AVPis a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow 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 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:

  • Manage client inquiries related to Corporate Actions and Income events for global accounts.
  • Resolves complex problems where the analysis of situations or data requires an in-depth evaluation of basic securities processing procedures and industry standards.
  • Manage client relationships and demonstrate competence in improving and turning around relationships at risk; seek and create the best possible solutions for clients requiring customized services, greater efficiencies, timeliness, and overall quality of services performed.
  • Recommends and implements systems and procedural enhancements for Asset Servicing
  • Liaises with internal and external clients to assess service quality and identify areas for improvement.
  • Providing support across Asset Servicing specific to Corporate Action and international and domestic Income Voluntary and Mandatory events.
  • Demonstrates advanced understanding of Asset Servicing operations combined with a comprehensive understanding of how own area Integrates with other departments to contribute towards achieving business objectives.
  • Acts as advisor or coach to new or lower-level personnel.
  • Research and resolve questions or issues presented by domestic and international clients to provide client service solutions for clients and trading desk. Interpret domestic and international voluntary and mandatory Corporate Action and Dividend Interest Event information and use that data to address client inquiries and ad-hoc requests.
  • Partner with internal teams across the business, including Margin Team, Tax, and Technology, Front and Middle office, to effectively service Prime Broker clients.
  • Perform reconciliations for applicable client account positions as required for the relevant Corporate Action and/or Dividend Interest event.
  • Provide guidance to clients on the life cycle of Events on multiple products, including Equity and Fixed Income products.
  • Craft robust client communications, which may include spreadsheets, in response to client questions or concerns.
  • Identify and manage risk to the business, with timely action and prompt escalation.
  • Hold or attend client conference call meetings and or in-person meetings.
  • Hold or participate on conference meetings with international or US Custodians and Transfer Agents regarding Corporate Action or Dividend events.
  • Manage reconciling and processing positions related to Corporate Action events.
  • Performs all other job duties as assigned by supervisor.
  • 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.

:

  • 5-8 years of experience as a Securities Investigation Analyst or related position performing corporate action processing.

Education:

  • Bachelor's/University degree or equivalent experience.

Operations - Transaction Services

Securities and Derivatives Processing

Full time

Tampa Florida United States

$79,120.00 - $118,680.00



Anticipated Posting Close Date:

Jun 27, 2024

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