The Organization:
Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. Citi Global Wealth prides of its commitment to service and its ability to see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, we are here to support our clients with a comprehensive range of services. Our goal is to deliver expertise and a premier level of service while helping grow, manage, and preserve wealth. As we partner with our clients, we can provide global thinking informed by deep local insight and help deliver the complete financial management strategies that today’s wealth requires.
The Role:
The Data Analytics Lead for Wealth Deposits will ensure that the business has effective strategies, analytics, and tools to best identify and address important client opportunities and maximize Citi’s bottom line, helping to execute key initiatives across the client franchise. This role supports Citi Global Wealth in driving optimal decision-making at scale by utilizing data and best-in-class analytical tools. Analyses will focus on the development of comprehensive strategy recommendations based on multiple factors such as in-depth customer insights (analytically derived), sound financial impact forecasting and thorough understanding of the competitive landscape.
Key Responsibilities:
- Develop strategy to build advanced analytics capabilities for best-in-class reporting on performance and trends
- Create and maintain analytical tools to inform key business decisions, including financial models and data visualization dashboards
- Identify levers of growth and areas of opportunity within Global Pricing, leveraging differentiated analysis for products and lines of business
- Manage key relationships with cross-functional stakeholders, including bankers, Treasury, product specialists, and sales teams
- Collaborate closely with system owners to ensure alignment on priorities and drive efficiency in data management
- Communicate insights to leadership effectively and provide recommendations to achieve business objectives and optimize performance
Qualifications:
- Bachelor’s degree required, preferably in a quantitative discipline such as data science, computer science, or mathematics
- 5+ years of experience in data analytics or related technical role
- Proficiency in programming languages (Python, SQL) and code deployment
- Expertise in developing sophisticated tools and technologies to inform business decisions
- Experience working with large data sets, unstructured data, and multiple data sources
- Familiarity with financial services, banking products, and financial metrics
- Proficiency in Tableau, PowerBI, and all Microsoft Office applications
- Excellent written and verbal communication skills; must be comfortable in relationship-building across all levels of the organization
- Attention to detail and high standards for accuracy in work product
- Contributes to a positive and collaborative team environment
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Job Family Group:
Private Client Product Services--------------------------------------- ---------------
Job Family:
Banking Cash Management-------------------------------------- ----------------
Time Type:
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Primary Location:
New York New York United States------------------------------------ ------------------
Primary Location Full Time Salary Range:
$150,000.00 - $250,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Jun 17, 2024---------------------------------- --------------------
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 Accessibility at Citi.
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