Citi Group Wealth Management Operations Lead Analyst 

United States, Florida, Jacksonville 

631181874

The Wealth Management Operations Lead Analyst applies in-depth disciplinary knowledge to analyze and measure the effectiveness and efficiency for various wealth operations functions, in order to identify, quantify and drive productive and strategic changes, which will lead to increasing productivity and improved client experience. Requires excellent analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources and leverage various quantitative methodologies to derive business insights and recommendations. Advanced communication skills are also required.

Responsibilities:

• Supports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements.
• Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvement.
• Conducts or leads in-depth and often advanced data analytics in order to evaluate hypothesis, identify actionable opportunities for productivity, operational performance or client experience enhancement, and quantify respective impacts or benefits through various data analytics methodologies, techniques and data environments.
• Utilizes excellent communication skills in order to negotiate with internal stakeholders, tell a management story upon analytics insights to gain executive level traction, and recommend next best course of actions.
• Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations, and draws on diverse range of internal and external sources.
• Manages analytics projects end to end, accountable for end results.

Qualifications:

• 5+ years relevant experience in quantitative / business analytics in financial service required, preferably analytics experience within Wealth Management
• Advanced proficiency with MS Excel and PowerPoint required
• Statistical programming experience with SQL/SAS/Python/R preferred
• Problem solving skills and ability to pioneer new areas of data analytics
• Strategic thinker with ability to adopt new domain knowledge quickly and translate into thoughtful analysis
• Ability to communicate sophisticated analytics insights succinctly to both technical and no technical audiences
• Strong organization skills and ability to develop network and gather context cross-functionally
• Bachelor’s degree in Business/Statistics/Data Science or equivalent fields, Master’s degree preferred

Anticipated Posting Close Date:

View the " " poster. View the .

View the .

View the