Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in business analysis and financial operations knowledge to Citi’s Investor Services Operations Team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Role overview

The Senior Business Analyst at C12 level plays a critical role in bridging the gap between client/ business needs, and technological solutions within Investor Services Operations Change.

You will lead and contribute to the development of new technologies, improvement of processes and work-flows as well as client, mandatory and regulatory initiatives.  Role requires great analytical skills in order to design, test and validate complex solutions and services for our clients and operational teams. Communication and interpersonal skills are required to effectively cooperate with multiple stakeholders across Product, Technology, Operations and our Clients.

Key Responsibilities

• Lead Business Analysis Activities: Lead all business analysis activities on assigned complex projects, both client and internal, ensuring successful delivery and alignment with business objectives.
• Requirements Elicitation & Management: Lead the preparation and analysis of proposed system changes, gathering consensus between business requirements and technology deliverables to assure smooth project implementation. Document comprehensive business requirements (BRDs) and functional specifications.
• Process Analysis & Design: Perform in-depth process analysis and design solutions in response to complex client or operational needs across funds operations, including the development of target operating models and process re-engineering.
• System Functionality & Testing Oversight: Oversee testing of new system functionalities in UAT environments. Formulate and coordinate regression test plans and support Production Validation Testing for new system functionalities and client changes. Oversee the delivery of business requirements, prepare testing plans, and execute/oversee testing.
• Strategic Stakeholder Management: Co-operate closely with business stakeholders, Product, Technology partners, and clients, ensuring the right infrastructure aligns with organizational vision and strategic goals. Build and maintain effective working relationships with Technology, Oversight teams, Relationship Managers, and Project Managers.
• Risk Mitigation & Compliance: Take proactive actions targeted at minimizing and mitigating implementation and project risk. Proactively identify, assess, and mitigate risks, ensuring adherence to organizational policies, legal, and regulatory requirements.
• Client & Business Support: Manage client and business ad-hoc queries and requirements.
• Team Development & Mentorship: Provide guidance and mentorship to junior analysts/team members, fostering their development and ensuring high-quality output. Encourage a positive and professional working environment through regular training and engagement.
• Reporting & Strategic Planning: Prepare and present project status, performance data, and key insights to management and stakeholders. Display appropriate involvement in Department strategic planning.

Required Qualifications

• Education: Bachelor's Degree or higher in Finance, Economics, Business Administration, Information Technology, Engineering, or an equivalent practical experience.
• Experience: Minimum 5 years or more of relevant experience as a Business Analyst or similar role within a complex corporate environment, preferably in the financial services industry.Fund Services Domain Expertise (Required): Proven and extensive experience (minimum 3+ years) in investment fund accounting, Transfer Agency, and/or Middle Office processes and systems. In-depth knowledge of funds services and its processes.
• Change Management: Experience as a Business Analyst in a Change Management unit or in operational improvements (e.g., Lean, reengineering programs).
• SDLC & Testing: Experience with the Software Development Lifecycle (SDLC) and testing phases (UAT, functional, regression).

Skills:

• Analytical & Problem-Solving: In-depth analytical skills, able to work and manipulate data sets, draw conclusions, create reports, and perform root cause analysis. Excellent problem-solving ability and good business judgment.
• Communication: Excellent verbal and written communication skills with the ability to translate requirements and communicate with a wide audience, displaying professionalism at all times.
• Organizational & Time Management: Ability to work on own or as part of a team, under time pressure, multitask effectively, and demonstrate strong organizational skills and attention to detail.
• Tools Proficiency: Highly PC literate (e.g., MS Office Suite, Visio, Project, PowerPoint, Quality Centre, Advanced Excel). Knowledge of PowerBI and SQL is an advantage.
• Self-Motivation & Adaptability: Self-motivated, proactive, adaptable, with a strong sense of initiative.

Preferred Qualifications:

• Experience with Agile methodologies.
• Knowledge of market instruments and conventions.
• End-to-end Fund Client facing experience.
• Knowledge of accounting operating models.

We offer:

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees
• Click here to review the Remuneration Regulations extract.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Job Family Group:

• Operations
• Core

Job Family:

Operations Project Management:

Time Type:

Full time

Primary Location Full Time Salary Range:

165 020,00 zł - 280 980,00 zł

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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