Services – Investor Services Intern Job at Citi (São Paulo)

Investor Services Technology Outsourcing Enablement Manager

The role is critical to ensure compliance of Investor Services Technology initia...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 5 years’ experience in a Compliance or Risk & Control function
knowledge of the regulatory environment pertaining to technology outsourcing and versed with outsourcing documentation such as TRM (Technology Risk Management)
strong coordination skills to work across various functions in Citi – Technology, Business, Legal, Compliance, Procurement, Finance, and respective Country offices
strong oral, written, presentation, and people skills
self-drive, with a passion for change, acts with extreme sense of urgency and is passionate about delivering
meticulous planner with a tremendous attention to detail, managing through complexity and dependency
ability to work across all levels of the organization

Job Responsibility

Ensuring that outsourcing approvals are obtained for Asia Pacific Investor Services Technology outsourcing initiatives and that Citi is compliant to all the in-country regulatory requirements and Citi policies pertaining to outsourcing
responsible for the annual due diligence of approved outsourcing arrangements and for centralized monitoring and tracking
applies comprehensive understanding of how multiple areas collectively integrate to contribute towards achieving outsourcing approvals
provides evaluative judgment based on analysis of information in complicated and unique situations
exhibits sound and comprehensive communication and diplomacy skills to exchange complex information
support and facilitate discussions with internal auditors to address identified areas and potential risks
appropriately assess risk, demonstrating 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 issues with transparency

Fulltime

Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class o...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Proven interpersonal, team-oriented skills
Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
Results oriented team player

Job Responsibility

Collect all required information for new IRA related investments and additions
Assist with collecting all required information for new cash related investments and additions as needed
Verify custodian transfer exchanges and wire receipts when requested
Hold "onboarding" communication with new investors to review subscriptions to the funding process
Provide up to date communication with all investors regarding the status of their investment with the custodian
Maintain internal DLP file requirements across all technology platforms
Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding
Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline
Respond to any investor account servicing inquiry
Provide notes and details within CRM for team transparency

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Client Services Associate

Our client is seeking a highly professional Client Services Associate to work as...

Location

United States , New York

Salary:

70000.00 - 90000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred
4 years working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting
Experience with Fresh Desk or other relevant ticketing system
Strong sense of ownership and pride in work, firm, and culture
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software
Positive attitude towards work and team
Exceptional communication skills, both written and verbal
Exceptional focus on client services and interpersonal relationship building
Ability to time manage and think critically about priorities given competing deadlines
Ability to work independently

Job Responsibility

Manage the execution of subscription agreements, capital call notifications, transfer documentation
Facilitate collection and verification of required investor documents
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email
Address investor inquiries via email or phone
Address investor concerns and feedback, providing clear explanations in a professional manner
Gather relevant information from internal teams to efficiently resolve investor issues
Track all investor documents and transactions in a secure and organized manner
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones
Proactively communicate information and updates to investors to keep them informed and engaged

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Client Services Associate

Our client is seeking a highly professional Client Services Associate to work as...

Location

United States , Tampa

Salary:

70000.00 - 90000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred
4 years working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting
Experience with Fresh Desk or other relevant ticketing system
Strong sense of ownership and pride in work, firm, and culture
Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software
Positive attitude towards work and team
Exceptional communication skills, both written and verbal
Exceptional focus on client services and interpersonal relationship building
Ability to time manage and think critically about priorities given competing deadlines
Ability to work independently

Job Responsibility

Manage the execution of subscription agreements, capital call notifications, transfer documentation
Facilitate collection and verification of required investor documents
Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing
Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email
Address investor inquiries via email or phone
Address investor concerns and feedback, providing clear explanations in a professional manner
Gather relevant information from internal teams to efficiently resolve investor issues
Track all investor documents and transactions in a secure and organized manner
Participate in investor events and specific meetings to strengthen existing relationships and develop new ones
Proactively communicate information and updates to investors to keep them informed and engaged

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Compliance Independent Assessment (CIA) - VP

Serves as a Vice president for Independent Compliance Risk Management (ICRM)’s I...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in planning, executing, and reporting on compliance testing reviews and regulatory issue validation activities
Knowledge and extensive experience with auditing principles including audit planning, risk assessments, development of risks and controls matrices, processes and controls design assessments, controls operating effectiveness testing, transactional access segregation of duties, transactional testing, surveillance systems, and reporting activities
Understanding of rules, laws, and regulations, and specific regulatory requirements
Strong interpersonal skills for building strong relationships with stakeholders and engaging teams
Effectiveness in working within a large scale and complex matrix organization is essential
Effective negotiation skills, a proactive and “no surprises” approach in communicating issues, and strength in sustaining independent views
Excellent oral communication and writing skills in interacting with non-executives and executive management and across several business lines and control functions
Willingness to travel
Knowledge of Compliance laws, rules, regulations, risks and typologies
Must be a self-starter, flexible, innovative and adaptive

Job Responsibility

Developing, implementing, and executing compliance testing and reporting programs within an assigned region in accordance with the Compliance Independent Assessment (CIA) Plan for Issuer Services and Investor Services
Participating in the planning, executing, and reporting of compliance testing reviews and compliance and regulatory issue validation activities for a component of a product line, function, or legal entity within an assigned region in accordance with CIA Plan for Issuer Services and Investor Services
Analysing and documenting report findings and leading preliminary discussions with corresponding control/process owners
Assisting with development and enhancement of the CIA Methodologies and Standards for testing, monitoring, and reporting
Utilizing innovative CIA solutions including Data Analytics to increase value and reduce costs of compliance-related activities
Developing effective relationships within CIA function and with other stakeholders including Business process owners and Internal Audit function
Identifying industry best practices and share insight with the CIA teams on a regular basis
Informing CIA management of significant compliance matters that require their attention or action
Identifying compliance training resources and tools available centrally to support country/business compliance programs training and research needs
Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Competitive base salary (annually reviewed)
Hybrid working model (up to 2 days working at home per week)
Additional benefits supporting well-being, living well, and saving well

Fulltime

Finance Operations Associate

Fast-Track Career Advancement Opportunity (This position is expected to advance ...

Location

United States , Chicago

Salary:

100000.00 - 105000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

BS/BA in Accounting
2-3 years of experience Public Accounting Audit and/or Private Fund background
Bank Debt/Private Credit product knowledge a plus

Job Responsibility

Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics
Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties
Perform representative daily activities that include: Maintain data integrity within borrowing bases for effective administration of credit facilities
Process waterfalls for accurate tracking and payment of principal and interest collections
Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure
Establish dashboards and processes to satisfy a variety of reporting needs
Compile and monitor key portfolio ratios and metrics
and Monitor fund liquidity and manage fund cash positions
Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis
Liquidity management and cash forecasting for the Funds

What we offer

medical, vision, dental, life, and disability insurance
bonus
access to top jobs, competitive compensation and benefits, and free online training
eligible to enroll in our company 401(k) plan

Funds Services Oversight Governance Manager

This is an outstanding opportunity to join our Governance and Oversight team in ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good understanding of Fund Administration and regional regulatory requirements is a must
Understand Controls, Governance and Oversight particularly in the field of Fund Administration
Ability to manage multiple workstreams and deliver to a high level - Project Management skills is a bonus
Audit experience desirable (either internal audit or practice) within financial services industry
Experience interfacing with external auditors and regulators

Job Responsibility

Ensure relevant governance documentation is in place, up to date and in compliance with applicable regulatory requirements
Liaise with peer Risk and Control groups to ensure corporate Governance Oversight best practice is being followed
Provide support to Third Party Management Forum and any updates to Luxembourg Risk and Controls Committee (BRCC) on any Offshoring activities
Drive opportunities to develop and broaden the scope of the off-shored/outsourced Governance framework
Review opportunities to implement the framework across the wider Luxembourg site
Coordination of audit reviews/requests from clients, risk, compliance, Internal Audit, Regulators
Coordination and management of client and investor due diligence requests and visits to Citi offices
Review monthly MCA results through Governance Risk and Controls System (‘GRC’) and monitor the completion of any corrective actions arising from these reviews
Lead the monthly Risk and Control Forum
Co-ordinate and manage regulatory matters including notifications to regulator, regulatory visits and follow ups

What we offer

Benefits were not explicitly listed, but Citi generally provides best-in-class benefits

Fulltime

Compliance Risk Management Officer

Serve as a Vice President for Independent Compliance Risk Management (ICRM) resp...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrated knowledge in area of Business in focus i.e. Investor Services and Issuer of securities
Work experience in Regulatory Compliance
Knowledge of EU and Luxembourg laws, rules, regulations, risks and typologies applicable to Credit Institutions
Strong interpersonal skills for building strong relationships with stakeholders and engaging teams
Ability to work both independently and collaboratively and ability to navigate a complex organization
A proactive approach in communication, and strength in sustaining independent views
Strong oral communication and writing skills in interacting with non-executives and executive management and across several business lines and control functions
Must be a self-starter, flexible, innovative and adaptive
Advanced analytical skills
Excellent project management and organizational skills and capability to handle multiple projects at one time

Job Responsibility

Regulatory Change Management and Controls: prompt identification of new or amended regulations impacting Citi activities in Luxembourg
perform impact assessment of the regulations
initiate the regulatory intake for the change management requirements and processes
Regulatory Inventory: Ensure that the regulatory inventory is up to date at all times, mapped to the applicable functions and business lines, along with the regulatory control framework for existing requirements
Management Information: Coordinate with regional and product ICRM stakeholders for escalating relevant ICRM information to local senior management
Compliance reviews: Perform independent testing activities to assess the design and effectiveness of key controls designed to address compliance risk
Credible challenge: Perform independent credible challenge on the first line of defence activities
Advisory role: advise the first line of defence stakeholders on any compliance related matters impacting them
ICRM Training: Ensuring that country elements of the ICRM global training plan are current and reflect local regulations while providing a fresh perspective on local trends and emerging regulation
ensuring that the training delivery method is tailored to the requirements of the subject matter and audience

Fulltime

Services – Investor Services Intern

Citi

Location:
Brazil , São Paulo

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 14, 2026

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