Investment Portfolio Specialist
2 days ago
Citi is a global bank that has been in operation for over 200 years. We provide a wide range of financial services and products to clients across the globe, including consumers, corporations, governments, and institutions. Our goal is to help our clients meet their biggest opportunities and overcome the world's toughest challenges.
We are currently looking for a highly skilled professional to join our team as an Officer, Investment Ops - Onsite (Internal Job Title: Ops Sup Analyst 1 - C09) based in Hong Kong. As part of our team, you will have access to resources to support your career development, be empowered to make healthy decisions, and manage your financial well-being to plan for your future.
Job Responsibilities- Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
- Provide regular status updates for all project participants and create presentations for steering committee updates
- Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
- Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
- Create and facilitate training sessions, webcast demos and write User Acceptance Test scripts and business scenarios against specified requirements
- Create, manage and maintain project plans and act as the project manager for all follow-ups across various departments
Fulfilling the clients' needs while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Requirements- Previous relevant experience preferred
- Proficient in Microsoft Office
- General knowledge of client reporting across the industry and our competitors
- Working knowledge of SQL environments and database queries
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Bachelor's degree/University degree or equivalent experience
Citi offers a unique opportunity for individuals to grow their careers, contribute to their community, and make a real impact. We are committed to fostering an inclusive and diverse workplace culture that values creativity, innovation, and collaboration.
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