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Citi Group Delta One Client Service - Cash affirmations Analyst Hybrid 
United States, Florida, Tampa 
974817180

06.05.2025

We work closely with our external global peers, partners and regulators, and play an integral part in leading an agenda at the forefront to optimize and streamline processes, and drive strategy across our industry.

Key Responsibilities

  • Main point of contact for client operational queries
  • Overseeing the clients cashflow lifecycle, affirmation economics with customers and exception handling root causes that cause discrepancy
  • Management of client trade activity, liaising with the Desk and Clients to resolve any issues
  • Contribute to the development of new techniques for the trade life cycle, and improve processes and workflows
  • Driving initiatives to reduce Manual Touch Points (MTP’s) and in turn improve the overall affirmation / settlement rates.
  • Contribute to bank change projects and offer advanced solutions and resolve complex trade flow problems
  • Helping to maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
  • Provide informal/formal leadership for the team, and coach and train new recruits, and provide guidance and support to junior staff
  • Contribute to the creation of an infrastructure and tool set that will effectively manage risk and service our clients to a high standard.

Key Characteristics

The successful candidate will also be required to demonstrate the necessary skills and experience to deliver on the below value add and service differentiators.

  • OperationalExpertise: demonstrateconsiderable understanding of key operational functions such as Settlements, Lifecycle Management, Reconciliations, Trade Support and Corporate Actions with Global Markets
  • Product Knowledge: demonstrate high-level knowledge and understanding of the Cash Equity and Equity Swap product. A general knowledge of derivatives is highly desirable.
  • Client Presentation: An ability to be articulate, confident, intellectually agile and professional in appearance and manner so that the franchise is well represented. Team members should have the skillset to lead client meetings on topics such as Metric Pack presentation, Yearly/Half Year/Quarterly client service reviews or ad-hoc issue/resolution meetings.
  • Innovation/Creative Thinking: Each team member should offer creative and innovative solutions (based on their skills above) to client issues when they arise. Members should also look to harness these innovation skills to develop a record of process improvement, procedure control strengthening and reduction of manual touch points (MTPs).
  • Business Liaison: Team members will partner with the business and Client Executive team to facilitate the following; New business pitches, smooth on-boarding of new clients, ad-hoc issue solution and product/platform capability questions.

Qualifications, Experience and Skills:

  • 1-3 years of experience in a related role
  • Relevant degree or equivalent work andindustry experiencepreferred
  • Cash Equity and Equity Swap product knowledge preferable
  • Client Service experience preferred, preferably within Prime Brokerage
  • Energetic, flexible, collaborative and proactive; a leader who can positively add sound product knowledge experience.
  • Strong, influential communicator who is articulate and concise
  • Strong risk management and control mindset
  • Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources.
  • Self reliant, good problem solver, results orientated.
  • Ability to establish and build trust with professionals throughout the business.
  • Solid understanding of life-cycle trade processing for Equity Swaps. Includes trade capture, settlements and reconciliations.
  • Corporate Actions experience preferable
Operations - Transaction ServicesSecurities and Derivatives Processing

Full timeTampa Florida United States$62,620.00 - $87,380.00



Anticipated Posting Close Date:

Apr 10, 2025

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