Investment Performance Senior Analyst
1 week ago
The Performance Measurement Team is responsible for the quality and accuracy of client account performance visible to internal and external clients via the Private Banks' online client applications as well as through various reporting mediums. The Performance team validates performance at several different levels including, total group, account, asset class, sub-asset class, and security level. The team also responds to any internal questions specific to a client's performance and/or account to benchmark assignments.
The group works closely with the Banking and Product teams, Investment Counselors, Portfolio Managers, Operations, Technology, and other Global Client Reporting teams.
The Performance Reporting analyst will work to support the overall function of the regional Performance Team, which is part of the overall Client Reporting Group. The analyst will apply analytical thinking and knowledge of data analysis tools and methodologies. Strong communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. The analyst will also work with other operations and technology teams in order to trouble shoot issues and share information in a timely manner.
The Client Reporting Group provides support in the following areas:
Financial Data Reconciliation Investment Performance Measurement/Analysis Quality Assurance over Legal Statements, Investment Reporting, Advice/Confirm generation and other various client reporting Benchmarking and Investment fund analytics such as pricing and returns
Key Responsibilities include:
Qualifications:
Education:
Job Family Group:
Operations - Services
Job Family:
Reference Data Services
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
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