Assistant Vice President - Transaction Services Job at Career Movement (New York)

Finance Reporting Assistant Vice President

The Finance Reporting Senior Analyst is an intermediate level position responsib...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 + years of related experience
Financial Services Industry and Project Management experience preferred
Proficient in Microsoft Office with an emphasis on MS Excel
Working knowledge of related industry practices and standards
Ability to work with multiple functions
Proven problem-solving skills
Consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting
Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period
Perform analysis of financial results and conclude cause of variances such as accounting issues and economic events
Produce metrics to senior management highlighting key issues and remediation status and maintain and enhance related operational and analytical procedures
Assist in the development of process efficiencies and improvement efforts as well as data quality improvement projects
Interpret policies, guidelines, and processes and resolve complex problems and transactions
Assist with the management of one or more processes, reports, procedures, or products
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members

Fulltime

Assistant Vice President - Institutional Credit Management - GSP Securitization

The AVP candidate will hold a critical role within the Global Spread Products Fi...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience of credit, portfolio management or structuring experience (preferably in structured finance/securitization) in a financial institution, rating agency, financial guarantor, or asset management firm
A strong interest in structured products and credit analysis
Strong Microsoft Office skills. Modeling experience is a plus
Strong attention to detail – Analyst will have responsibility for due diligence and documentation of transactions to ensure that all risk and business points are covered
Oral and written communications skills enabling him or her to effectively interact with internal and external constituents of all levels
The ability to work independently to meet deadlines and initiate ideas with other members of the GSP F&S team and Independent Risk to mitigate risk and maximise portfolio returns.

Job Responsibility

Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers and make appropriate recommendations with the aim of identifying and mitigating credit risks
Review servicer reports for accuracy, investigate unusual data trends, identify deteriorating asset performance, and keep abreast of industry and market trends and customer-specific events
Prepare credit approval (transaction and/or annual review) and quarterly memos
assist in facility renewals, and funding, due diligence and required processes for new deals
Assist with special projects including stress testing, portfolio concentration analysis, internal audit/FCR, Risk Rating processes, Credit Policies and Credit Programs across product groups
Act as a contact person post-closing
liaise with other constituents such as participating banks, attorneys and external auditors
Update and review the operations team on all pertinent changes to the facilities to ensure the accuracy of deal files and internal reporting
Assist in analysis and reporting of Basel parameters
Coordinate with the operations team to update the scope of periodic audits of the asset portfolios in light of the deal terms and recent developments and ensure timely audits

Fulltime

Assistant Vice President, Change Management & Enhancement - UAT Analyst

The Finance Solutions Sr. Analyst is a seasoned professional role. Applies in-de...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8+ years of financial services industry experience
Relevant experience in UAT - Change Management/Enhancements
Proficient in MS Excel and familiar with dashboard creation
Background in Tableau, SQL will be an advantage
Excellent communication skills, stakeholder management and presentation skills
Advanced Microsoft Office skills
Bachelors degree graduate

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions
Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
Assists in setting business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Resolves complex problems or transactions, where expertise is required to interpret policies, guidelines or processes
Manages one or more processes, reports, procedures or products, and considered analytical or procedural 'expert' representing a unit or team on cross-function process or project deliverables
May supervise day-to-day work of junior level employees
Performs other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Fulltime

Vice President of Technical Services

CaptivateIQ is seeking a Vice President of Technical Services to unify and lead ...

Location

United States , Austin; Menlo Park

Salary:

225000.00 - 300000.00 USD / Year

CaptivateIQ

Expiration Date

Until further notice

Requirements

Prior VP-level experience in post-sales functions (Professional Services, Customer Education, Technical Support, or analogous technical/strategy roles), Product leadership, or Strategy Roles within high-growth SaaS organizations with a technical product
Demonstrated history of innovation, creative problem-solving, or executing transformational change, not just incremental improvement, within customer-facing teams or digital product functions
Comfort with ambiguity and “blank sheet” problem solving
entrepreneurial drive
strong internal pitch/advocacy skills
Visionary leadership: able to articulate and drive a radical new model for customer enablement and serve as a north star for the team and company
Change orchestration: proven ability to transform teams and mindsets, a champion for experimentation, calculated risk-taking, and celebrating fast learning cycles
Customer-obsessed systems thinking: always grounding decisions in the realities of diverse customer personas and their end-to-end experience
Deep operational strength with an innovative, systems-thinking mindset

Job Responsibility

Innovation: Develop and champion a bold, “next-level” vision for Technical Services that accelerates CaptivateIQ’s shift toward a fully self-service, product-led customer journey
Strategy: Craft and socialize a multi-year roadmap spanning Customer Education, Professional Services, and Technical Support, leveraging digital-first, AI-powered experiences to drive scale
Launch self-service experiences: customer portals, in-product guidance, AI-assisted support, and scalable implementation templates
Overhaul our education program to prioritize embedded, contextual product guidance over static content - replace traditional training models with just-in-time, in-app learning and personalized content delivery
Expand self-service capabilities to reduce 1:1 support volume - e.g., searchable knowledge bases, diagnostic tooling, and AI-assisted troubleshooting
Define the future of Professional Services by moving beyond standard implementation delivery to flexible, templatized, and AI-augmented frameworks
Continuously uplevel team members to be strategic and consultative customer partners, while automating and productizing lower-level transactional tasks
Ensure rigor and leadership-level visibility of project health and status, risks, pipeline and resourcing visibility
Regularly engage with customers, beyond escalation management, to form long term relationships with key stakeholders, understand their perspectives, and serve as an internal voice of the customer
Surface recurring product gaps and usage friction through frontline insights and partner with Product & Eng to influence roadmap priorities

What we offer

(US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
Flexible vacation days and quarterly mental health days so you can recharge
Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
Annual stipends for professional development and caretaking
(US-ONLY) 401k plan to participate in and save towards the future
Newest Apple products to help you do your best work
Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

Fulltime

Services Business Sanctions Risk - Vice President

The role is part of the Financial Crimes Risk team in the Risk & Controls functi...

Location

India , Mumbai; Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s/University degree required
Master’s degree desirable
10+ years’ experience in sanctions risks frameworks, including trade sanctions and export controls (either first or second line of defense)
Financial Crime certification preferred (ACAMS, ACSS etc.)
Strong professional experience in Financial Services, in AML/Sanctions Compliance or Business/Product Operations and/or Risk & Controls with focus on Financial Crimes Risks
Knowledge and understanding of Custody, Payments, Correspondent Banking, Trade Finance, Working Capital, and Liquidity Management products
Strong interpersonal skills
Ability to build effective relationships with key stakeholders
Able to work independently and deliver according to strict timelines and quality standards
Demonstrated ability and confidence to challenge business management, escalate issues and press for change

Job Responsibility

Understand business-owned products, and services, as well as corresponding sanctions-related controls, and sanctions processes (e.g., customer, relationship, and transactional screening)
Provide subject matter expertise to the Services businesses to ensure effective control design both at product and process level aligning to sanctions laws & regulations
Monitor and track Sanctions risk issues across Services businesses
Assist in effective management and reporting of control issues
Assess complex Sanctions risk issues as needed, structure potential solutions, and drive effective resolution with other senior stakeholders
Drive execution, always mindful of the firm's reputation, its clients and compliance with applicable laws, rules, and regulations
Ensure adherence to Policy at all times and identify any potential gaps
Supervise robust execution of Sanctions controls
Drive a consistent and holistic approach to sanctions and wider Financial Crimes risk management across Services
Work collaboratively with Product teams, Operations, and Technology to assess sanctions risks on a client and product basis and evaluate sanctions controls

What we offer

Support your well-being, growth and work-life balance.

Fulltime

Vice President, Compliance Product Officer - Prime, Futures, and Securities Services

Serves as a function/business/product compliance risk officer for Independent Co...

Location

Japan , Chiyoda

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Knowledge of Compliance laws, rules, regulations, risks and typologies
Must be a self-starter, flexible, innovative and adaptive
Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Strong written and verbal communication and interpersonal skills
Ability to both work collaboratively and independently
ability to navigate a complex organization
Advanced analytical skills
Ability to both work independently and collaborate with team members
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficient in MS Office applications (Excel, Word, PowerPoint)

Job Responsibility

Assisting in the design, development, delivery and maintenance of best-in-class Compliance, programs, policies and practices for ICRM
Providing guidance on rules and regulations relating to function/business/product operational issues, as well as, provide transactional approvals and interpretation of internal compliance policies
Assisting with regulatory inquiries and/or examinations. This may include coordination with regulators and other parties
Collaborating with other internal areas including: Legal, Business Management, Operations, Technology, Finance, other Control Functions, and In-Business Risk to address compliance issues which may impact the supported function/business/product
Supporting the function/business/product in performing timely compliance reviews of new products
Assisting in the development and administration of Compliance training for the supported function/business/product
Researching any new reform rules and rule changes and implementing policies, procedures or other controls necessary to comply with the rules
Additional duties as assigned

Fulltime

Vice President, Regulatory Reporting Analyst

The VP, Regulatory Reporting Analyst role is a senior level position within the ...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of extensive experience within the financial services industry and regulatory reporting
In-depth knowledge of U.S. regulatory reports
Exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR
Strong oral and written communication skills
Strong technical problem-solving skills
Ability to manage competing priorities and tasks
Bachelor's/University degree in Finance, Accounting or related field
CPA or MBA preferred

Job Responsibility

Assist in the Review & Challenge of the Transaction Testing exceptions
Support the production, review and timely submission of regulatory filings and reports
Monitor and manage key metrics associated with reports
Support process improvement efforts
Support regulatory inquiries and examinations
Partner with senior stakeholders across the firm
Partner with Risk & Controls team to maintain and enhance an effective internal control’s structure

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Resources to manage financial well-being
Access to learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

Credit Financing - Collateralized Loan Obligation - Vice President

The Underwriter is a strategic professional who contributes to credit strategies...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10 years previous credit authority experience within a financial institution and familiarity working in regulatory, compliance, policy environment
Proven analytical skills including the ability to assess structural components of individual transactions, quality of underlying pool assets, and asset managers' capabilities, strategies, underwriting, portfolio management, and track records
Demonstrated knowledge of structured finance/securitization of Private Credit, Middle Market or Broadly Syndicated Loans along with leveraged loans, high yield credits and ability to deal with complex and variable issues where development of an approach/ action involves weighing various alternatives and balancing potentially conflicting needs
Good analytical skills in filtering, prioritizing and validating potentially complex material from multiple sources
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Effective interpersonal and written/verbal communication skills
Pro-active disposition with ability to work autonomously and within a team
proficiency with various business applications (e.g., Excel, Word, PowerPoint)
Experience in technology or operation/process enhancements

Job Responsibility

Appropriately assess credit risk and other risk considerations when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup's 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
Interface with and support bankers in underwriting requests for credit extensions of securitization facilities for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Participate in due diligence and prepare a detailed written credit memo for periodic monitoring including annual reviews and quarterly memos on existing transaction that includes detailed analysis of the business terms, structural elements, strengths and prevailing risk factors, asset types, and compliance with internal underwriting guidelines in rendering a final credit recommendation to Risk
Perform ongoing monitoring of individual transaction and portfolio trends in a timely fashion
Keep abreast of latest research and developments in industry, product, and rating agency criteria
Maintain familiarity and compliance with Citibank Wholesale Credit Risk policies/standards/procedures and regulatory policies to ensure the business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors and/or reviewers
Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions

What we offer

Global workforce benefits
Work-life balance support

Fulltime

Assistant Vice President - Transaction Services

Career Movement

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 22, 2026

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