Business Execution team is primarily involved in assisting Business Managers with –
- Perform analysis to help the Business Manager and Senior Management Team to plan and strategize effectively
- Responsible for running and analyzing internal business metrics data (client revenue, returns, backlog management, client calling, exposure, risk capital, etc) and wallet analysis
- Supporting various franchise initiatives and internal strategy presentations
- Client Coverage / Attribute changes with CIS and Toolbox team
Role Outline/Job Summary
- Support the Business Execution Lead in the day-to-day running of respective franchise units with a focus on conducting analysis and research which will inform strategic decisions
- Participate in planning, execution and follow ups of Management disciplines including franchise reviews, client planning, and project specific items
- Communication with bankers, BELs and product partners on business metrics, including client prioritization, coverage, revenue, returns, pipeline
- Preparing reports and presentations on franchise performance for presentation to senior management, focusing on revenue and backlog analysis, as well as calling intensity Analysis around budgeting by client and by product, and reviews of the target market
- Conducting revenue analysis – including investigations in case of missing or incorrect booking of revenues, and working with partnering teams and product partners to ensure that revenues are properly recorded
- Analysis around wallet data and tracking Wallet Ranking and Market Share, including querying wallet data where discrepancies with Citi’s internal system are found
- Various reporting and analyses related to various metrics, such as; Revenues, Wallet, Outstanding and Unused Commitment (OSUC); GAAP Assets; Return on Risk Capital (RORC); Risk Weighted Assets (RWA); ROTCE ; which helps senior management to run the franchise
ROLE & RESPONSIBILITIES
The analyst will provide close support to the Banking BELs
Core Responsibilities:
- Interact and work with Business Managers / Senior bankers running the Franchise
- Analyzing internal financial metrics data / wallet analysis
- Develop strategic presentations with pro-active suggestions to BELs
- Review all processes to identify improvement areas and potential risks
- Connect the dots from past experiences while dealing with new Assignments / Investigations / Projects
Key Deliverables / Day-to-Day Responsibilities:
- Preparing performance-based reports and presentations for franchise management to be delivered to senior management and Business Managers
- Radar (DMS) backlog updates & additions
- Client Coverage / Attribute changes with CIS / Toolbox team
- Develop good partnership with all support teams
- Demonstrate good hands on all the internal systems and databases
QUALIFICATIONS
MBA
Skills:
- Excel / PPT: Should be equipped with solid /advanced excel functionalities
- System: CIW Essbase, SmartView, Toolbox, DMS, Dealogic, Opportunity System,
- Effective communication skills – both written and verbal
- Should be inquisitive, proactive and show excellent attention to detail
- Excellent organizational and time management skills
- Strong team player skills
- Must be able to work well under pressure and to prioritize workload in order to deliver results to tight deadlines
- Ability to manage confidential data
- Good understanding of Financial Concepts
- Expertise in Tableau, VBA Macros, SQL, Advanced Excel
Financial Planning & Analysis
Time Type:
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