Business Associate, Assistant Vice President - Wealth COO
citigroupWhite Plains (NY)
Business Associate, Assistant Vice President - Wealth COO
Posted 9 days ago
citigroupWhite Plains (NY)
SENIORITY
Lead
About the role
Overview:
In this role you will support the Wealth business through centralized analytics and reporting, driving data-informed decisions. You will build KPI reporting, conduct deep-dive analyses, and track value realization of strategic programs. You'll collaborate across Finance, Technology, Risk, and Front Office to ensure data quality and deliver actionable insights to senior management. You will also assist budgeting, headcount forecasting, and supplier/resource planning, contributing to cross-functional priorities and ad hoc projects. Compensation / Benefitsmedical, dental & vision 401(k)life, accident, and disability insurancewellness programspaid time offpaid holidays
Responsibilities:
- Design, build, and maintain a centralized KPI reporting suite to monitor drivers and financial impact of programs
- Perform deep-dive analyses to identify trends, risks, and opportunities across Wealth
- Develop analytics to track value realization from investments and initiatives
- Ensure data quality and integrity across reporting and analytics deliverables
- Collaborate with Finance, Technology, Risk, and Front Office to align on metrics and insights
- Prepare and present findings to senior management for strategic decisions
- Interface with staffing to forecast monthly headcount and manage contractor hiring
- Consolidate bi-weekly Resource Justification submissions for global resources
- Interface with Relationship Managers to ensure suppliers align with resource/location strategy
- Review budget estimates for completeness and conformance; advise on cost analysis and budgeting
Key requirements:
- 7-10 years of relevant experience
- Advanced Excel with pivot tables, VLOOKUP, and formulas
- Experience with databases and information management
- Clear and concise written and verbal communication skillsclear communicationcross-functional collaborationanalytical mindset
- Advanced Excel (pivot tables, VLOOKUP, formulas)
- Databases and information management
- Data analysis and reporting
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