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Senior Business Analyst Investor Services Operations Change

https://www.citi.com/ Logo

Citi

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Location:
United States , Tampa

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Category:
Finance

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Contract Type:
Not provided

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Salary:

87280.00 - 130920.00 USD / Year
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Job Description:

The Senior Business Analyst at C12 level plays a critical role in bridging the gap between client/ business needs, and technological solutions within Investor Services Operations Change. You will lead and contribute to the development of new technologies, improvement of processes and work-flows as well as client, mandatory and regulatory initiatives. Role requires great analytical skills in order to design, test and validate complex solutions and services for our clients and operational teams.

Job Responsibility:

  • Lead all business analysis activities on assigned complex projects, both client and internal
  • Lead the preparation and analysis of proposed system changes, gathering consensus between business requirements and technology deliverables
  • Document comprehensive business requirements (BRDs) and functional specifications
  • Perform in-depth process analysis and design solutions in response to complex client or operational needs across funds operations
  • Oversee testing of new system functionalities in UAT environments
  • Formulate and coordinate regression test plans and support Production Validation Testing
  • Co-operate closely with business stakeholders, Product, Technology partners, and clients
  • Take proactive actions targeted at minimizing and mitigating implementation and project risk
  • Manage client and business ad-hoc queries and requirements
  • Provide guidance and mentorship to junior analysts/team members
  • Prepare and present project status, performance data, and key insights to management and stakeholders

Requirements:

  • Bachelor's Degree or higher in Finance, Economics, Business Administration, Information Technology, Engineering, or an equivalent practical experience
  • Minimum 5 years or more of relevant experience as a Business Analyst or similar role within a complex corporate environment, preferably in the financial services industry
  • Proven and extensive experience (minimum 3+ years) in investment fund accounting, Transfer Agency, and/or Middle Office processes and systems
  • In-depth knowledge of funds services and its processes
  • Experience as a Business Analyst in a Change Management unit or in operational improvements (e.g., Lean, reengineering programs)
  • Experience with the Software Development Lifecycle (SDLC) and testing phases (UAT, functional, regression)
  • In-depth analytical skills, able to work and manipulate data sets, draw conclusions, create reports, and perform root cause analysis
  • Excellent problem-solving ability and good business judgment
  • Excellent verbal and written communication skills
  • Ability to work on own or as part of a team, under time pressure, multitask effectively
  • Strong organizational skills and attention to detail
  • Highly PC literate (e.g., MS Office Suite, Visio, Project, PowerPoint, Quality Centre, Advanced Excel)
  • Self-motivated, proactive, adaptable, with a strong sense of initiative

Nice to have:

  • Experience with Agile methodologies
  • Knowledge of market instruments and conventions
  • End-to-end Fund Client facing experience
  • Knowledge of accounting operating models
  • Knowledge of PowerBI and SQL is an advantage
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 05, 2026

Expiration:
March 24, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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