Knowledge Management Product Advisor Assistant Vice President Job at Citi (Mississauga)

LATAM Product Development - Vice President

iCapital is looking for a seasoned private markets product leader to join the In...

Location

United States , Miami

Salary:

150000.00 - 175000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or master’s degree in relevant field
10+ years of relevant experience in private markets fund structuring and product development
Experience in private market funds, co-investment, and relevant fund structures
Experience with Cayman and local LATAM fund vehicles is required
History of delivering complex projects within regulated financial services, preferably in asset or wealth management
Able to handle multiple tasks and prioritize assignments
Strong knowledge of Microsoft Office and project planning tools
Fluency in English and Spanish is required

Job Responsibility

Manage the product launch process for iCapital’s existing LATAM-specific product offerings
Develop further alternative fund product capabilities as needed to continue servicing clients and growing iCapital’s regional franchise
Support activities to attract and onboard new clients as well as provide product-related services to existing clients
Work with global Product Development and Structuring colleagues across other regions who are responsible for new product development, product structuring, manager onboarding, and fund lifecycle management
Work closely with colleagues and lead efforts to expand iCapital’s offering including both global and LATAM fund structures
Lead projects that encompass onboarding new funds and products
Drive decisions on entering new markets and adding new fund structures to iCapital’s menu
Help shape iCapital’s service offering across various regions and fund structures and features
Prepare and present new funds to various decision-making groups
Assist in various fund launch activities including preparation of various materials to market new funds

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Flexibility to work remotely on Friday

Fulltime

LATAM Product Development - Vice President

iCapital is looking for a seasoned private markets product leader to join the In...

Location

United States , Greenwich

Salary:

150000.00 - 175000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or master’s degree in relevant field
10+ years of relevant experience in private markets fund structuring and product development
Experience in private market funds, co-investment, and relevant fund structures
Experience with Cayman and local LATAM fund vehicles is required
History of delivering complex projects within regulated financial services, preferably in asset or wealth management
Able to handle multiple tasks and prioritize assignments
Strong knowledge of Microsoft Office and project planning tools
Fluency in English and Spanish is required

Job Responsibility

Manage the product launch process for iCapital’s existing LATAM-specific product offerings
Develop further alternative fund product capabilities as needed to continue servicing clients and growing iCapital’s regional franchise
Support activities to attract and onboard new clients as well as provide product-related services to existing clients
Work with global Product Development and Structuring colleagues across other regions who are responsible for new product development, product structuring, manager onboarding, and fund lifecycle management
Work closely with colleagues and lead efforts to expand iCapital’s offering including both global and LATAM fund structures
Lead projects that encompass onboarding new funds and products
Drive decisions on entering new markets and adding new fund structures to iCapital’s menu
Help shape iCapital’s service offering across various regions and fund structures and features
Prepare and present new funds to various decision-making groups
Assist in various fund launch activities including preparation of various materials to market new funds

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

LATAM Product Development - Vice President

iCapital is looking for a seasoned private markets product leader to join the In...

Location

United States , New York

Salary:

150000.00 - 175000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or master’s degree in relevant field
10+ years of relevant experience in private markets fund structuring and product development
Experience in private market funds, co-investment, and relevant fund structures
Experience with Cayman and local LATAM fund vehicles is required
History of delivering complex projects within regulated financial services, preferably in asset or wealth management
Able to handle multiple tasks and prioritize assignments
Strong knowledge of Microsoft Office and project planning tools
Fluency in English and Spanish is required

Job Responsibility

Manage the product launch process for iCapital’s existing LATAM-specific product offerings
Develop further alternative fund product capabilities as needed to continue servicing clients and growing iCapital’s regional franchise
Support activities to attract and onboard new clients as well as provide product-related services to existing clients
Work with global Product Development and Structuring colleagues across other regions
Work closely with colleagues and lead efforts to expand iCapital’s offering including both global and LATAM fund structures
Lead projects that encompass onboarding new funds and products
Drive decisions on entering new markets and adding new fund structures to iCapital’s menu
Help shape iCapital’s service offering across various regions and fund structures and features
Prepare and present new funds to various decision-making groups
Assist in various fund launch activities including preparation of various materials to market new funds

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Director, Sales Strategy Enablement

At Small Medium Enterprises and Channel (SME&C), we are leading a fast-growing, ...

Location

United States , Redmond

Salary:

130900.00 - 251900.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business Administration, Marketing, Finance, Engineering, or related field AND 5+ years experience in business consulting, sales, sales operations, information technology (IT), account management, business development, marketing, IT field sales, or a related field OR equivalent experience
6+ years experience in in Near Term Strategy (2 years out), Management Consulting, Sales, or Finance
Master's Degree in Business Administration or related field AND 5+ years of marketing, strategy, sales, sales leadership, program management, project management, business planning, consulting, banking, finance, economics, and/or partner organization experience OR Bachelor's Degree in Business, Finance, Economics, Computer Science, or related field AND 7+ years of marketing, strategy, sales, sales leadership, program management, project management, business planning, consulting, finance, economics, and/or partner organization experience OR equivalent experience

Job Responsibility

Cross Functional Joint Planning: Establishes and maintains key points of contact with internal teams (e.g., Finance, Marketing, Engineering, Field Sales). Manages and cultivates relationships with leaders of internal teams. Builds relationships with senior leadership executives (e.g., Directors, General Manager [GM] level, Corporate Vice President [CVP]). Acts as an advisor to senior leadership on a particular area of expertise and market awareness to inform strategic sales planning decisions. Demonstrates influences through partners across multiple divisions. Influences for impact by motivating others to buy into vision and execution. Drives alignment and influence towards common goal, Maintains awareness about business transformation and growth across Horizon 2 and Horizon 3 initiatives. Challenges status quo to drive business transformation
Problem Solving and Insights: Synthesizes findings into insights across sales projects, including implications that inform sales go-to-market objectives, leveraging executive presence to influence decisions and proactively identifying expansive ideas for field and partner sales strategy. Leverages insights to develop recommendations and seeks to provide thought leadership (e.g., sales trend identification, implications of competitor moves, solution area gaps) around potential future growth opportunities and strategic issues for Microsoft sales processes. Creates frameworks and methodologies to drive problem solving and insights. Shares knowledge with peers
Sales Insights, Readiness, and Activation: Collaborates with business, platform, and tools super-users to provide updates and report key metrics needed to assist sales and partner teams to drive the sales business forward. Addresses any tools, platform, or business escalations when needed. Oversees the tools catalogue and the Microsoft Data Dictionary. Collaborates with key stakeholders across Microsoft (e.g., Marketing & Operations [M&O], Go to Market [GTM], Worldwide Commercial Business [WCB]) to update the platforms and tools. Provides insights into the Sales market, acts as a business conduit to broader internal and external stakeholders and adjusts plans when required to exceed business outcomes. Provides support success measurements based on data from tools and platforms. Communicates with field sales on business updates and plans within multiple regions. Shares knoweldge with peers
Sales Landing: Acts as a knoweldgeable professional and defines landing strategies across various Microsoft sales and planning activities (e.g., Consulting Sales Strategy, Sales Model, Pre-Sales Model, Account and Territory Planning, etc.). Collaborates with Field and Corporate leaders to identify planning focus areas and cases for change. Integrates change management communicated by senior level stakeholders, and ensures compliance. Leads, manages, and adjusts plans and plays to achieve desired business outcomes. Addresses escalations from field and corporate stakeholders. Ensures continuous improvement by providing feedback to product team
Sales Market Research and Analysis: Coaches and guides others in collecting and interpreting market-based research (e.g., product reports, previous sales revenue, geographic sales data, stakeholder feedback, etc.) including researching existing business and identifying new spaces for Microsoft sales strategies and solution areas. Conducts analyses (e.g., financial modeling, product consumption forecasting, competitor trends) and leverages analyses of others to synthesize information. Creates initial framing for strategic sales questions with limited input and delivers structured output from analyses
Sales Strategy Project/Program Leadership: Develops, drives, and executes multiple Sales Strategy projects/programs and teams across organizational boundaries as a project lead through defining plans, goals, deliverables, feedback, resource balancing, and timing expectations. Proactively identifies complex roadblocks and addresses them. Initiates and drives multiple projects and topic areas including project plans, recommendations, impact, and syndication across groups. Identifies, evaluates, and proposes new project work/deals based on unmet needs
Other: Embody our Culture and Values

Fulltime

Finance Data Distribution - Vice President

The Finance Data Distribution VP is a key contributor to strategic finance trans...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry with a focus on Financial reporting, Regulatory Reporting and Controllers preferred
Experience in transformation and process re-engineering deliveries involving legacy applications and process migration to target state applications and processes
Demonstrable knowledge of Accounting and Ledger business functions and processes with specific focus on Financial and Regulatory reporting processes
Strong business analysis and Project management expertise
Strong understanding of financial control, GL reconciliation, intercompany reconciliation, and consolidated financial reporting within a global financial institution
In-depth knowledge of financial books and records, consolidated ledger reporting, management reporting, RWA, and the intricacies of reconciliation processes between diverse financial systems
Experienced in managing Project plans, milestones and deliverables
Self-motivated with the ability to make decisions in the absence of detailed instructions
Exceptional written and verbal communication, negotiation, and stakeholder management skills, with proven ability to deliver compelling presentations and engage effectively with Senior leaders
Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions

Job Responsibility

Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
Acts as SME to stakeholders and /or other team members within Finance Controllers, Financial reporting systems, Tax and Treasury functions
Contributes to the design, roll-out and governance of financial solutions including Ledger balances and journals consumption, Legal entity reporting, Entity consolidation
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
Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
Drive the enhancement of data aggregation, consolidation, and operational reporting functionalities
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Fin Solutions Lead Analyst - Vice President

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of ...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience in accounting and controllers, within the financial services industry
Requires communication and diplomacy skills in order to guide and influence others
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Advanced Microsoft Office skills
In depth knowledge of banking products / systems preferred
CPA preferred
Advanced English
Bachelors degree, potentially Masters degree
Accounting and FFS knowledge – Knowledge of FFS Finance Processes in production or FFS implementation is a must - process implementation to substantiate Strategic Ledger build, reconciliations and break investigation, plus aggregation for controller review and presentation / being able to explain financial statements to controllers and other senior management

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
Strategic professional who advises on directional strategy by analyzing subject matter and its application in own job and the business
Acts as a technical expert who acts as an advisor on significant business/product decisions
Implements policies and procedures
Performs other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision

Fulltime

Fin Solutions Lead Analyst - Vice President

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of ...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Accounting & Financial Statement Experience: Accounting: Demonstrates strong proficiency in Accounting and Financial reporting. Good understanding of US GAAP and IFRS accounting principles. Demonstrate strong analytical skills with ability to interpret complex data and draw meaningful insights
Books and Records: Comprehensive knowledge of managing financial records, identify breaks, requires synthesizing complex data into clear, concise, and insightful summaries that enable Controllers to understand financial performance, identify trends, explain variances, and make informed decisions. The Data Analyst must be able to articulate the story behind the numbers, providing context from the SL data.
Financial Statements Experience: Hands-on experience in preparing, analyzing, and validating data for financial statements, understanding the impact of changes on reporting. It involves rigorous quality assurance for reliable financial reporting and providing clear explanations for data variances.
Data Change Governance: Role requires disciplined management of data modifications, ensuring all changes are controlled, documented, and aligned with established data policies & regulatory mandates. It encompasses enforcing policies, data management, ensuring auditability/traceability for data quality and compliance.
Control Mindset: Cultivates a robust and accountable control mindset, demonstrating unyielding integrity and an inquisitive approach to proactively identify, investigate, and reconcile ledger discrepancies, thereby preventing financial errors.
Data Quality & Integrity: Data-Driven Decision Making: Role requires systematically collecting, analyzing, and interpreting complex data to inform strategic choices and operational adjustments. It requires translating analytical findings into clear, actionable insights and effectively communicating them to influence decisions and drive improvements.
Data Quality Management: Proficiency in establishing and monitoring data quality processes, and metrics for ledger data, including accuracy, completeness, consistency, and timeliness.
Reconciliation Management: Understanding of data reconciliation processes to ensure consistency between the ledger and other systems.
Data Validation: Experience in implementing and overseeing data validation check and controls specific to ledger entries, transactions and reconciliations.
Front-to-back Transformation and Change Management: Driving large-scale, enterprise-wide transformation initiatives: Experience in life cycle of ledger implementation. Knowledge of Full suite and upstream / downstream data architecture and mapping is preferable.

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
Strategic professional who advises on directional strategy by analyzing subject matter and its application in own job and the business.
Acts as a technical expert who acts as an advisor on significant business/product decisions
Implements policies and procedures.
Performs other duties and functions as assigned.
Has the ability to operate with a limited level of direct supervision.

Fulltime

IT Quality Sr Analyst - Assistant Vice President

The IT Quality Sr Analyst is a seasoned professional role. Applies in-depth disc...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years experience in an IT Quality role
Demonstrated execution capabilities
Development experience in a fast-paced, time-to-market driven environment
Experience with test automation, test scenario and test scripts creation and modification
Comfortable with writing complex queries
Experience with reporting tools
Hands on experience with testing automation tools
Project management experience preferred
Bachelor’s/University degree or equivalent experience

Job Responsibility

Responsible for initiatives related to User Acceptance Testing (UAT) process and product rollout into production, making recommendations of solutions and improvements
Responsibilities may also include software quality assurance testing
Conducts complex process monitoring, product evaluation and audit assignments
reports issues and makes recommendations for solutions
Ensures project standards and procedures exist, are fully / clearly documented and followed throughout the software development life cycle
makes recommendations for enhanced documentation
Monitors products for conformance to standards
monitors processes for conformance to procedures
identifies risks and recommends solutions
ensures annual organizational reviews of standards and procedures are conducted

Fulltime

Knowledge Management Product Advisor Assistant Vice President

Citi

Location:
Canada , Mississauga

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 18, 2026

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