Wealth Operations Strategy Senior Analyst, Citi

Citi

Location:
United States, Jersey City

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Strategy Senior Analyst role within Citi Wealth Operations focuses on strategy and change management efforts, integrating technology and process reengineering initiatives, while offering exposure to banking operations and senior leadership.

Job Responsibility:

Act as a trusted advisor to senior leadership and address high impact strategic issues within portfolio of businesses and assets
work in close partnership with business heads and senior leadership to identify opportunities and issues of strategic importance, develop transformational strategies to achieve the business mandate, drive change by partnering with business leadership with clear accountability, and provide clarity in complex problems and facilitate decision-making
support project execution across their lifecycle: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and getting buy-in for change
identify opportunities for growth or optimization of businesses, including operational management, capital allocation, profitability enhancement, etc.
perform deep dives on specific businesses to re-assess strategies and opportunities
work with businesses in the execution of improvement strategies, coordinating and taking active part in the implementation process
manage all aspects of client service, including planning, prioritizing and organizing projects
develop relationships with executives in business units, support functions and senior leadership
carry out business valuations to assess potential acquisition targets to support Mergers and Acquisitions (M&A) decisions
develop intensive financial modeling of new initiatives for business turn-around, working closely with Finance and M&A teams
conduct in-depth research to support business strategies and identify trends across key business drivers
develop presentations for senior management and Citigroup Board of Directors, synthesizing key findings of team analyses and recommendations
raise and present key findings to team leaders
develop key consulting and analytical skills working for a team of alumni of top bracket consulting and banking firms
exposure to Citi senior management
gain deep understanding of both global businesses around Citi
develop working relationships with a variety of Citi’s departments and business units
exposure to a variety of topics in a fast-paced environment with challenging, multi-faceted assignments
performs other duties and functions as assigned
has the ability to operate with a limited level of direct supervision
can exercise independence of judgement and autonomy
acts as SME to senior stakeholders and /or other team members
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:

5-8 years experience
solid understanding of strategic financial planning
history of academic and professional excellence and achievement
maintains quantitative analytical skills
excellent problem solving abilities
knowledge of operational/financial modeling (forecasting, valuation) and ability to analyze financial statements
ability to build presentations that convey a clear story supported by data findings
high degree of flexibility and productivity
initiative and creativity
excellent communication and interpersonal skills and ability to work in a team
highly motivated and self-driven, ability to multi-task productively, and result orientation

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

Additional Information:

Job Posted:
October 17, 2025

Expiration:
October 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth Operations Strategy Senior Analyst

Citi

Location:United States, Jersey City

Category:Finance

Contract Type:Employment contract