Global investment banking and financial services
Client Reporting Performance Analyst
필수 스킬
SQL
Excel
- Proactively drive improvements across the various performance reporting processes Validate performance and analyze dispersions between accounts, assist in resolving issues related to client investment portfolios by working with internal partners Manage team deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks Resolve issues with performance data in a timely manner Communicate performance resolutions clearly and effectively with internal teams including bankers and Investment Counselors and their support staff Detail-oriented and able to demonstrate ability to multi-task and produce high quality, accurate work in a time sensitive manner Ability to understand and follow financial data processing lineage and how this data is used to calculate client account performance Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals. Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution. Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits. Mentors and trains new Client Experience Specialists. Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity Proficient in Microsoft Office Applications (PowerPoint, Word, Excel, Outlook, Teams) Working knowledge of SQL Excellent attention to detail and excellent problem solving skills Excellent interpersonal, verbal & written communication skills Ability to thrive in a high volume team environment Ability to educate clients on navigation and functionality in a virtual environment Experience working directly with clients Ability to analyze potential issues, document the relevant details and escalate to the appropriate tech/product Excellent organizational, time management, and prioritization skills Bachelors/University degree or equivalent experience C09: 6 to 8 Years ------------------------------------------------------ Job Family Group: Operations
- Transaction Services ------------------------------------------------------ Job Family: Securities and Derivatives Processing ------------------------------------------------------ Time Type: ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter.
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Citigroup 소개
Citigroup
PublicCitigroup Inc. or Citi is an American multinational investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, the bank holding company for Citibank, and Travelers; Travelers was spun off from the company in 2002.
10,001+
직원 수
New York City
본사 위치
$86B
기업 가치
리뷰
10개 리뷰
3.7
10개 리뷰
워라밸
3.8
보상
2.5
문화
4.0
커리어
3.2
경영진
3.5
65%
지인 추천률
장점
Good work-life balance
Supportive management and colleagues
Good benefits
단점
Low or uncompetitive salary/pay
Long hours during peak times
Poor management and lack of direction
연봉 정보
48개 데이터
Senior/L5
Senior/L5 · Cash & Trade Processing Senior Group Manager
2개 리포트
$247,000
총 연봉
기본급
$195,245
주식
-
보너스
-
$247,000
$247,000
면접 후기
후기 3개
난이도
3.3
/ 5
소요 기간
14-28주
경험
긍정 0%
보통 33%
부정 67%
면접 과정
1
Application Review
2
Recruiter Screen
3
Technical Interview
4
Panel/Group Interview
5
Final Round
6
Offer
자주 나오는 질문
Technical Knowledge
Coding/Algorithm
Behavioral/STAR
Past Experience
Culture Fit
최근 소식
Citigroup : Citi Announces Senior Leadership Appointments to Strengthen International Franchise - marketscreener.com
marketscreener.com
News
·
1w ago
Citigroup Escapes Ex-Employee's Trade Secret Suit, For Now - Law360
Law360
News
·
1w ago
Citigroup vs. Wells Fargo: Which Bank Stock Is a Smarter Buy Now? - Zacks Investment Research
Zacks Investment Research
News
·
1w ago
Citigroup Issues Pessimistic Forecast for Palantir Technologies (NASDAQ:PLTR) Stock Price - MarketBeat
MarketBeat
News
·
1w ago