Citi Performance & Custom Reporting Analyst in Warsaw, Poland

  • Primary Location: Poland,Mazowieckie,Warsaw

  • Education: Bachelor's Degree

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17025674

Description

About Citi Private Bank:

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi’s Institutional Clients Group, Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citi’s holistic approach to wealth management. Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.

Job Description:

An experienced performance analyst with at least one years’ experience in performance measurement to maintain our daily performance validation process. The role will require analysis of daily breaks and data anomalies to cleanse the accounts prior to release. The role will also include the creation of custom client reporting documents as well as providing a quality control function for custom reports generated by the front office. The applicant will be a self-motivated analytical team player with the ability to complete their responsibilities whilst identifying process improvements and enhancements to improve quality & efficiency.

Key Responsibilities:

  • Validate & release daily performance returns

  • Investigate and analyze suppressed accounts with the aim of resolving data issues for same day release

  • Complete monthly & quarterly custom reports for our clients

  • Quality control custom reports prepared by the front office

  • Interact with other CPB teams for issue investigation and resolution

  • Ensure that the relevant data integrity and data quality controls are in place

  • Update the department with relevant daily and monthly stats & MI

  • Manage & escalate any potential issues

  • Maintain up-to-date documentation for procedures and User Acceptance Testing

Qualifications

Key Requirements:

  • 1-3 years of performance measurement experience within financial services

  • Good analytical background in the financial services

  • Detail-orientated with good organizational skills

  • Client focused individual with strong communication skills

Qualifications:

  • Knowledge of investment and financial products

  • Analytical with the ability to complete assigned tasks independently

  • Excellent organizational and communication skills