IT Business Lead Analyst - VP

Job Background/Context:

The Citi Private Bank (CPB) Client Reporting Technology team is responsible for legal statements, advices, confirms, relationship reports, regulatory client reports, performance, and other supplementary reporting. The candidate will design and develop the user interface, create, or update existing report sections, ensure data accuracy, and review end to end data flows.

The Technology Business Analyst will apply business understanding, analytical processes, critical thinking, experience, and project management capability to create, document and guide the implementation of advanced application solutions for the CPB user base

Key Responsibilities:

• Liaise with business to understand strategies and interpret underlying business needs, and with developers, to propose and design technology solutions, thoughtfully transform them into clear business and design requirements, and project manage to attain successful implementation
• Review key regional and global regulatory changes in the industry and assess its impact to Client Reporting work stream
• Develop these requirements to ensure that they are sufficiently complete and correct for execution
• Understand at a very low level the functional data analysis requirements in the financial services space
• Analyzing financial data flows, security master requirements, client and account relationships, Private Banking business processes, etc.
• Play a consultative role to business partners and continuously seek out and propose creative solutions and innovative technology ideas to meet business goals
• Candidate must interact with developers based in multiple locations and work with external vendors, as well as internal legal, compliance, marketing, branding and other partners
• Build a deep understanding of CPB business, products and processes and provide a business perspective to project teams
• Analyze data, processes, and usability input and produce clear and logical documentation of results
• In addition to collaborating with professional designers, use tools such as Balsamiq or Adobe InDesign to create mockups and wire frames
• Utilize data query tools to confirm data quality and investigate user queries
• Create effective presentations to be used with business audiences of various levels
• Manage timelines, milestones and streams related to own projects
• Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed
• Communicate continually with all stakeholders including Investment Centre Heads, Bankers, Technology Managers, Legal & Compliance on the status of deliverables and flag potential risks and delays to successful completion of all projects
• Maintain project deliverables including reporting and tracking statuses using PowerPoint, Excel, Jira and Confluence
• Act as advisor or coach to new or lower-level analysts and work as a team to achieve business objectives, performing 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

Required Skills:

• Experience in Financial Services industry with a focus on Private Banking/Wealth Management including in-depth knowledge of Banking, Lending and Complex Investment products
• Experience with financial accounting and performance calculation flows (cash flows, accruals, performance return calculation, e.g., time-weighted, money-weighted, contribution, attribution, transaction code mapping, security asset classification mapping)
• Strong knowledge of the full software development testing lifecycle
• Awareness of various development methodology - agile, waterfall
• Hands on experience for working with collaborative/requirement tool - confluence, JIRA
• Experience with data query/processing/engineering development (PL/SQL, Python)
• Strong cross-group collaboration and relationship management skills including coordinating with geographically dispersed teams to achieve deliverables
• Strong skills in developing and maintaining relationships and partnerships with key stakeholders

Qualifications:

• Bachelor's degree/University degree with 8 or more years' relevant experience in business analysis within a technology area
• Good organizational skills with attention to detail
• Astute analytical skills
• Strong relationship building skills
• Very self-motivated and independent thinker

Job Family Group:
Technology

Job Family:
Business Analysis / Client Services

Time Type:
Full time

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