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The Reference Data Services Intermediate Associate Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Job Responsibility:
Responsible for opening and maintaining customer sub-accounts or product pricing setups, and actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date
Liaises with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data
Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established
Verifies of all details of the client/product from a regulatory and control perspective for Institutional Client Accounts
Serves as escalation point for issues and complex processing
Involved in key projects for unit
Delivers project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work is being performed
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
Requirements:
2-5 years relevant experience
Consistently demonstrates clear and concise written and verbal communication skills
Proficient in Microsoft Office with an emphasis on MS Excel
Self-motivated and detail oriented
Bachelor’s/University degree or equivalent experience
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