Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Sr. Wealth Analystbased in
The Data Analytics Senior Wealth Analyst will be a champion connecting the dots across client’s wealth needs, behavioural signals and portfolio understanding. The role holder will play a crucial role by generating insights which help Citi Wealth enhance client relationships, optimize investment strategies and improve operational efficiencies. Job requires mining large datasets using a wide variety of analytical and data science techniques to uncover insights and produce recommendations. Work as a thought partner with lines of business, influencing outcomes often without direct control.
Key Responsibilities:
- Ability to link analytical techniques and framework to business KPI’s, customer metrics and customer experience.
- Work closely with partner business functions viz., investment advisory, business performance management, investment solutions, segment, digital growth, control & operations teams to execute on growth strategy.
- Lead and drive campaign analytics initiatives to track, measure and optimize outcomes for customers and Citi Wealth
- Partner with offshore team to launch campaigns on time across various digital and offline channels ensuring optimal quality. Build a robust tracking strategy with regular updates to program managers.
- Drive data driven digital initiatives to perform digital salvage & funnel optimization on key digital journeys, support the launch of triggers as part of mobile engagement strategy, to come up withpersonalized/targetedoffers and perform lead optimization to drive digital acquisition strategy.
- Generate and distribute personalized data insights, in a timely fashion and at scale, enabling client facing teams deliver relevant wealth or service advisory
- Appropriately assess risk when business decisions are made, demonstrating 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+ years of experience with exposure to Financial Services, Consulting, Fintech / Technology with minimum 3 years of data analytics experience.
- Experience analyzing large datasets; applying mathematical, statistical and quantitative analysis techniques to perform complex analyses and data mining.
- Proficiency in programming is essential. Knowledge of Python / R / SQL is a plus.
- 2+ years’ experience and expertise in Business Intelligence, Digital Analytics, Customer / Product Analytics using a variety of Big Data and/or Analytics, Predictive modeling and datamanipulation/extractionfrom huge / complex databases using SAS / SQL/ R/ Python Hadoop is highly preferred.
- Experience in digital analytics using Adobe tools/platform like Adobe Marketing Cloud including AA, AEM, Adobe Target, Adobe Tag Manager is desired.
- Ability to develop dashboards using visualization tools like Tableau is highly preferred.
Education:
- Bachelors/University degree, preferably related to Data & Analytics/ Computer Science/Math & Statistics
Personal Skills:
- Demonstrated passion for numbers, strategic planning skills, financial products / emerging big data technology and how they will impact the consumer experience
- Curious and Self-Motivated
- Strong Communication (both written and verbal), organizational skill, documentation and power point skill in order to make visually impactful presentation / newsletter.
- Attention to detail is paramount.
- Perform in a high-energy fast paced environment with tight deadlines.
- Team player and highly collaborative is a must.
- Have a ‘Can do’ and ‘Get it done’ attitude – do whatever necessary and take full ownership of delivery.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Time Type:
Full timeView Citi’sand the