The Investment Monitoring Analyst will be part of the Technology Investment Planning and Performance team focused on supporting a robust and effective practice for evaluating projects in the Technology Book of Work (BoW), ensuring they align with their approved Investment, adhere to established standards, and deliver maximum value. This practice aims to reduce risks, improve decision-making and optimize funding allocation.

A key focus will be to look for opportunities for cost savings to ensure the firm’s money is being properly allocated so that we are able to fund the most important work. In addition, the reviews should help identify issues early on and provide a channel to raise any risks or issues and get the teams the support they need to allow them to deliver against the aligned investment business case.

This role requires strong people skills with sound exposure of working with project management tools, e.g. PTS and Investments@Citi. Strong analytical skills are also required to help with reporting and analytics to identify any potential areas of misalignment.

Key Responsibilities

• Assist in the analysis of the Book of Work as it aligns to Investments approved as part of the plan.

• Assist in project monitoring reviews for in-scope projects, including scheduling, pre- review work and documenting minutes post review.

• Support the work to integrate Artificial Intelligence or other automation capabilities to support the analysis of the "Book of Work" and streamline pre-review checklist processes.

• Oversee Change Management process, ensuring any changes to the Investment Requests from the approved plan are properly captured and vetted.

• Develop subject-matter expertise in the Technology Investment Planning process to be able to partner with the investment leads and other stakeholders during the process.

• Develop relationships with key stakeholders, including Business Execution Leads, PMs, Sponsors and Investment Leads and support them with ad hoc investment planning related queries as needed

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Required Skills & Experience

• Technical Proficiency: Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with Tableau is a strong plus.

• Project Management: Good understanding of the project management lifecycle with proven track record of managing complex initiatives within large organizational structures. familiarity with PTS and Investments@Citi is a strong plus.

• Analytical Acumen: Exceptional analytical and problem-solving skills with meticulous attention to detail.

• Communication & Presentation: Outstanding written and verbal communication skills, capable of presenting complex information clearly and concisely to senior audiences.

• Collaboration: Strong interpersonal skills, with the ability to build effective internal networks and collaborate across diverse functional and cross-functional teams.

• Adaptability: Demonstrated ability to quickly adapt, re-adjust under pressure, and manage challenging situations effectively.

Qualifications:

• 5+ years of relevant experience in a related technology role, with at least 3 years in a strategic, analytical, or project management role.

• Project Management experience.

• Experience of working in geographically diverse, multi-team environments

• Ability to demonstrate a commitment to quality and attention to detail

• Excellent interpersonal relationships with ability to influence and negotiate with stakeholders

• Critical thinking and problem solving skills

• Bachelor’s/University degree or equivalent experience

Education:

• Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Technology

Job Family:

Technology Project Management:

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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