CrawlJobs Logo

Funding and Investments Management Senior Lead Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , New York

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

189592.00 - 224656.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

Citibank, N.A. seeks a Funding and Investments Mgmt Sr. Lead Analyst for its New York, NY location. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

Job Responsibility:

  • Support initiatives to build and enhance CTI’s critical hedge programs
  • Drive collaborations with stakeholder leads across CTI trading desks, product control, risk, operations and technology to understand the key business problems while partnering with Technology to identify best-in-class, sustainable solutions
  • Independently support projects, monitoring progress and ensuring that they are delivered on time and within budget
  • Provide assistance and guidance to junior team members and support their projects
  • Author BRD, FRD, project plans, and lead testing execution
  • Identify and assist with risks and issues
  • Present project updates including risks, issues, and general progress at an executive level on a weekly basis
  • Prepare detailed data analysis/issue resolution and partner with subject matter experts in Citi’s infrastructure to improve and address data quality

Requirements:

  • Bachelor’s degree, or foreign equivalent, in Engineering (any), Management Information Systems, Project Management, or a related field
  • Five (5) years of experience in the job offered or in a related quantitative occupation utilizing the SDLC lifecycle and project management methods for technology projects
  • Understanding of integrated, front-to-back, cross-functional, multi-geographies programs
  • Implementing solutions across multiple technology and business platforms to validate business solutions and process flows via User Acceptance Testing
  • Collaborating with businesses, risk, controllers, and operations to understand key business problems and requirements while partnering with Technology to identify best-in-class, sustainable solutions
  • Utilizing SDLC lifecycle, project management methodologies to implement and deliver technology projects
  • Identify, document, and mitigate operational risks by using Risk Registers and RAID logs
  • Utilizing market data applications to ensure availability of Live market data for front office trade bookings
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
March 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Citi - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Funding and Investments Management Senior Lead Analyst

Test Analyst

As a Test Analyst of User Acceptance Testing team, the person will be responsibl...
Location
Location
India , Gurgaon
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Exposure to structured software development lifecycle methodologies, preferably agile models
  • Ability to transform requirements to Business Scenarios & Requirement Traceability Matrix
  • Ability to create Test artifacts like Test Cases, scripts etc.
  • Expert in Testing Tool - HP Application Lifecycle Management or JIRA
  • Experience in different types of testing like functional, regression, black box testing etc.
  • Ability to manage E2E Testing, Defect Management and Reporting
  • Extensive knowledge of Investment Banking Business
  • Profound understanding of trade lifecycle and financial Instruments
  • Good knowledge on Middle Office, Fund Accounting, Pricing, Transfer Agency, Collateral & Reconciliation functions
  • Capability to support the team of Product Business Analysts
Job Responsibility
Job Responsibility
  • Perform functional test analysis, planning, design, execution, and reporting for testing assignments
  • For the specific testing project, support the Project Manager(s) and Test Manager by contributing to the Test Plan(s) for the relevant test phases, the Test Readiness Reviews, test progress reporting, the Test Completion/Summary Reports and Test Defect Reports
  • Prepare where required: Test Scenarios, Test Cases, Test Scripts, and Test Data for a given testing assignment
  • Work closely with the stakeholders or other groups in preparation and execution of the planned functional testing
  • Play a lead role in the analysis and reporting of test results, working closely with business, technology, and support areas to investigate and interpret test findings
  • Develop and extend collaborative working relationships with technology suppliers and operational support areas in order to quickly understand requirements, resolve problems/issues, suggest solutions, and identify areas for service improvement
  • Participate in peer reviews
  • Track the schedule and testing progress and be accountable for the tasks and releases
  • Manage triage calls with technology & operations
  • Ensure accurate and timely execution of the assigned tasks
  • Fulltime
Read More
Arrow Right

Senior Investment Operations Analyst

FM Investment Operations supports the investment activity of the FM Investment T...
Location
Location
United States , Waltham, MA and Boston, MA
Salary
Salary:
120400.00 - 173100.00 USD / Year
fm.com Logo
FM
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5–10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments
  • Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes
  • Hands-on experience supporting private asset portfolios including capital call and distribution processing
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Exceptional attention to detail and organizational skills
  • Strong communication and problem-solving abilities
  • Ability to manage multiple priorities and collaborate effectively across teams
  • Proven team player comfortable working in a small, dynamic team environment
Job Responsibility
Job Responsibility
  • Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
  • Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution
  • Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams
  • Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc.
  • Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members
  • Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management
  • Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls
  • Provide ongoing support for capital call and distribution activity across FM’s private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity
  • Ensure accurate setup and maintenance of new private investments within FM’s core systems and service providers
  • Contribute to monthly and quarterly management reporting deliverables
What we offer
What we offer
  • incentive plan
  • generous health and well-being programs
  • a 401(k) and pension plan
  • career development opportunities
  • tuition reimbursement
  • flexible work
  • time off allowances
  • Fulltime
Read More
Arrow Right

Senior Client Contracting Analyst, Assistant Vice President

State Street Investment Management (State Street IM) is the investment managemen...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong investment management client servicing and contracting/para-legal skills and service philosophy required
  • Experience supporting institutional/intermediary clients is highly desirable
  • Good knowledge of the different participants in the fund management business and their roles
  • 7+ years investment management industry experience
  • Track record of managing, building and maintaining strong relationships with internal partners at all levels
  • Confident with excellent attention to detail, ability to manage multiple moving events, whilst ensuring accuracy and well organised
  • Strong control/risk mitigation mentality with the judgment to escalate when necessary
  • A demonstrated ability to identify and implement process improvements
  • Excellent communication (verbal and written) skills with both internal and external clients at all levels and regions
  • Ability to operate efficiently and effectively to tight deadlines and to prioritise own work
Job Responsibility
Job Responsibility
  • To accurately draft, manage and proactively lead the entire contracting process for all client agreements
  • Manage and co-ordinate all internal partners involved in the contracting process, clearly communicating any contractual documentation changes and ensuring their comments are fully reflected in the contract and requisite approvals are obtained
  • Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
  • Develop and maintain strong working relationships with all internal partners throughout the pre, mid and post contracting stages
  • Team mailbox and ad-hoc queries management
  • Drive the delivery of a client-centric, relationship building approach to ensure service excellence
  • Actively participate in research initiatives or projects that are requested by the business related to the contracting process
  • Look for continuous improvements, enhancing procedures and implementing them
What we offer
What we offer
  • Generous medical care, insurance and savings plans
  • Access to flexible Work Program
  • Wealth of development programs and educational support
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Vibrant employee networks
Read More
Arrow Right

Test Analyst

The candidate will have primary responsibility of software quality assurance fro...
Location
Location
India , Gurgaon
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-7 years of experience in testing lifecycle in Investment Banking domain
  • Minimum 4 years of hands-on experience in Securities and Fund Services domain
  • Master’s degree in computer science or finance
  • Minimum 4 years of hands-on functional testing experience in Investment Banking domain especially corporate actions
  • Corporate action processing systems experience
  • Extensive working experience of all phases of SDLC, is Agile, Waterfall and Scrum methodologies
  • Must possess sound knowledge on Corporate Actions/ Pricing/Fund Accounting domain
  • Exposure to global client and understanding of global work culture
  • Excellent written and spoken communication skills
  • Strong analytical skills, detail orientation and service commitment
Job Responsibility
Job Responsibility
  • Provide functional test analysis, planning, design, execution, and reporting for testing assignments
  • Ensure accurate and timely execution of the assigned testing tasks
  • Lead domain knowledge building and train the team as necessary
  • Estimation & Milestone planning for the project and provide estimates for the UAT
  • Highlight Risk and issues at management level
  • Extensive liaison and direct contact with diverse range of business and technology functions, both within the bank and with key vendors
  • For the specific testing project, support the Project Manager(s) by contributing to the Test Plan(s) for the relevant test phases, the Test Readiness Reviews, test progress reporting, the Test Completion/Summary Reports and Test Defect Reports
  • Prepare where required: Test Cases, Test Scripts, Test Data, Test Coverage analysis for a given testing assignment
  • Work closely with the stakeholders or other groups in preparation and execution of the planned functional testing
  • Conduct analysis of test results, working closely with business, technology, and support areas to investigate and interpret test findings
  • Fulltime
Read More
Arrow Right

Director of Finance

ProNexus is looking for senior finance leaders to oversee all financial activiti...
Location
Location
Salary
Salary:
Not provided
pronexusllc.com Logo
ProNexus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field
  • Master’s degree or MBA preferred
  • CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) designation preferred
  • Minimum 8+ years* of progressive experience in finance leadership roles, with demonstrated success in financial management, strategic planning, and team leadership
  • Strong understanding of financial principles, accounting standards, and regulatory requirements
  • Proven track record of driving financial performance, optimizing resource allocation, and supporting business growth
  • Excellent analytical, problem-solving, and decision-making skills, with the ability to interpret complex financial data and provide strategic insights
  • Exceptional communication, interpersonal, and leadership skills, with the ability to influence and collaborate effectively at all levels of the organization
  • Strategic mindset, with the ability to anticipate market trends, assess risks, and develop proactive strategies to drive financial success
  • Experience in a customer service role / client facing, public accounting, consulting or advisory roles is advantageous
Job Responsibility
Job Responsibility
  • Develop and implement strategic financial plans, policies, and objectives in alignment with the organization's overall goals and objectives
  • Lead the annual budgeting process, forecasting, and financial planning efforts to support business growth and profitability
  • Evaluate investment opportunities, capital projects, and strategic initiatives to maximize shareholder value
  • Oversee the preparation and analysis of financial statements, management reports, and regulatory filings to provide accurate and timely financial information to stakeholders
  • Conduct in-depth financial analysis, variance analysis, and performance metrics tracking to assess business performance and identify areas for improvement
  • Provide insights and recommendations to senior management based on financial analysis and market trends
  • Manage cash flow, liquidity, and working capital to ensure sufficient funds for operations and strategic initiatives
  • Develop and implement cash management strategies, including investment strategies, debt management, and financing arrangements
  • Monitor banking relationships, credit facilities, and compliance with debt covenants
  • Identify, assess, and mitigate financial risks, including market risk, credit risk, and operational risk
Read More
Arrow Right

Vp, Software Engineering - Pace Platform

PACE (Private Asset Calculation Engine) is BlackRock's strategic analytics engin...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
blackrock.com Logo
BlackRock Investments
Expiration Date
October 12, 2026
Flip Icon
Requirements
Requirements
  • 5–10+ years Java software engineering experience
  • 5+ years in technical leadership roles
  • 3+ years leading teams of 5+ engineers
  • Track record delivering large-scale distributed systems
  • Background in financial services technology (alternative investments preferred)
  • Core Stack: Java 17+, Spring Boot 3.x, gRPC, Protocol Buffers, Maven
  • Infrastructure: Azure, AKS, Docker, Kubernetes, CI/CD
  • Architecture: Microservices, DDD, API design, high availability
  • Domain: Alternative investments, IRR/TWR, fund accounting
  • Leadership Competencies: Strategic Thinking, People Leadership, Communication, Business Acumen, Delivery Excellence
Job Responsibility
Job Responsibility
  • Technical Leadership (35%) – Define platform architecture, lead calculation engine direction (IRR/TWR/NPV), drive gRPC API design, champion engineering best practices
  • Team Leadership (30%) – Build and mentor engineering team, conduct performance reviews, recruit talent, foster technical excellence culture
  • Delivery (20%) – Ensure timely delivery, manage production operations, drive >90% test coverage for critical paths, balance tech debt vs features
  • Stakeholder Management (15%) – Partner with Product, communicate to senior leadership, build relationships with Portfolio Managers and Fund Analysts
What we offer
What we offer
  • Retirement investment and tools designed to help you in building a sound financial future
  • access to education reimbursement
  • comprehensive resources to support your physical health and emotional well-being
  • family support programs
  • Flexible Time Off (FTO)
  • Fulltime
Read More
Arrow Right

Senior analyst, fund accounting

Do you want to play a strategic role at the heart of the financial operations of...
Location
Location
Canada , Montreal
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
March 22, 2026
Flip Icon
Requirements
Requirements
  • Degree in accounting, finance, or a related field (CPA is an asset)
  • Minimum of 3 years of relevant experience in fund accounting or asset management
  • Strong rigor, autonomy, and ability to manage priorities in a changing environment
  • Advanced Excel level (complex functions) and knowledge of fund software (an asset)
  • Good communication skills and ability to collaborate with various financial and accounting teams
Job Responsibility
Job Responsibility
  • Supervise and certify the calculation of Net Asset Value (NAV) for complex fund structures
  • Manage the full cycle of producing annual and interim financial statements under IFRS standards
  • Prepare performance attribution reports and explain variances compared to benchmark indices
  • Act as the primary point of contact for external auditors
  • prepare audit files and respond to complex inquiries
  • Identify inefficiencies and lead projects to automate financial data flows
  • Collaborate on the implementation or upgrade of accounting software and reporting tools
  • Provide technical support to portfolio managers and operations teams on the accounting impacts of investment strategies
What we offer
What we offer
  • Competitive salary with performance-based bonus
  • Comprehensive group insurance and employer-contributed retirement plan
  • Flexible hours and option for partial remote work
  • Professional development and access to ongoing training
  • Competitive vacation and leave
  • Dynamic and collaborative work environment with real opportunities for advancement
  • Fulltime
Read More
Arrow Right

Senior Product Manager - AI Workflows (Hedge Funds)

We are seeking a visionary Senior Product Manager with deep, first-hand experien...
Location
Location
United States , New York
Salary
Salary:
177000.00 - 256000.00 USD / Year
alpha-sense.com Logo
AlphaSense
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2+ years of direct experience working as an Analyst or Associate at a top-tier Hedge Fund
  • Deep, first-hand experience in the investment research process
  • ~5 years of experience at a top-tier Hedge Fund
  • Strong grasp of Generative AI
  • Comfortable with prompt engineering
  • Ability to articulate complex financial concepts to non-finance backgrounds
  • Ability to leverage basic data analytics and SQL is a plus
Job Responsibility
Job Responsibility
  • Champion the Customer Perspective
  • Lead AI Prompt Engineering & Validation
  • Identify Opportunities
  • Collaborate Across Teams
  • Drive Continuous Improvement
What we offer
What we offer
  • Performance-based bonus
  • Equity
  • Generous benefits program
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy