Performance & Client Reporting Business Analyst

Edinburgh, United Kingdom
26 Sep 2020
28 Sep 2020
Approved employers
Approved employer
Job role
Performance & Client Reporting Business Analyst
Competitive salary offered
Role posted: 8th September 2020
Overview of Citi:
Citi, the world leading global bank, has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity.
Job Background/context:
Citi is experiencing significant business growth and has a requirement for a Business Analyst to join the project teams within Client Reporting and Performance. The role is as part of a project team to interface between the onshore client and Citi's offshore and onshore operational and technology teams.
The role as a business analyst within both the Performance and Client Reporting workstream is to gather requirements relating to Performance and Client Reporting operating model including process, hand offs, systems, data requirements and clearly articulate and transform into the Citi operating models and also, identifying builds in the form of Business Requirements Documents. The role will also require the candidate to be involved in User Acceptance Testing when required
Key Responsibilities:
  • Data gathering through a series of detailed Client and Citi internal walkthrough's of existing in-house and 3rd party processes and systems, documenting the current process and data requirements covering both Client Reporting and Performance.
  • Support the design of Citi Performance and Client Reporting operating models focusing on data aspects across the work streams.
  • Receipt of Client Reporting and Performance reporting examples:
    • Analyse report and create list of questions on how the report functions
    • Attend meetings with stakeholders to better understand the reports and data requirements
    • Split report into components, data attributes and templates
    • Write Business Requirement Documents that clearly articulate data inputs, Client Reporting and Performance Reporting requirements
    • Help maintain a central log of unique components, templates and data requirements that have already been defined within existing BRDs
  • Work with the Citi teams and the Client to ensure any data gaps are addressed and understanding is obtained
  • Ensure all business requirements documents and the operating model is are signed off by all involved stakeholders
  • Answer any questions raised by the development and operational teams
  • In conjunction with the Operational teams in Indian and Edinburgh write procedures and training notes for Citi go live
  • Undertake testing UAT testing in conjunction with the client and Citi operational teams.
  • Work with stakeholders to obtain formal sign-off on the joint testing
  • Representing the Client Reporting and Performance teams at internal project meetings
  • Develop strong, pro-active relationships with all internal and external customers including client, offshore partners, client service and middle office teams.
  • Working closely with other relevant operational peers to ensure that project delivery risks are minimised.
  • Provide weekly status updates
  • Participate in various stakeholder calls on behalf of Client Reporting and Performance teams
Development Value:
  • Engagement on one of the highest profile investment management projects in progress in the industry
  • Opportunity to gain deep experience on end client reporting and the latest data management tools
  • Develop a detailed knowledge of Citigroup offerings
  • Develop good interpersonal skills
  • Develop operational knowledge through working with a variety of Funds Services areas
  • Development of project experience through involvement on a key Citi project
Candidate should have knowledge of investment Performance, Risk and Data functions and have strong working experience in the Investment Management/Financial Services Industry, with time spent within:
  • a Performance and Risk role
  • a Client Reporting role
  • Strong analytical skills
  • Numerate
  • Able to write clear and concise system requirements
  • Computer literate with knowledge of MS Office (word/excel)
  • Understand concept of a broad range of investment management instruments
  • Experience of performance systems particularly Factset and Statpro
  • Experience of client reporting systems and desk top publishing software.
  • Educated to degree standard
  • Excellent oral and written communication skills
  • Ability to establish credibility at all levels
  • Excellent interpersonal skills.
  • Self motivated
  • Responsible for actions
  • Structured and organised
  • Ability to work under pressure to tight deadlines
What we Offer
As well as a competitive salary and consideration for a yearly discretionary bonus Citi offer;
  • 23 days paid annual leave
  • Award winning pension scheme,
  • Life assurance and
  • Private medical insurance with Bupa healthcare.
Our select benefit package offers you the opportunity to customise your benefits according to your own lifestyle preferences and includes corporate discounts, memberships and a range of additional extras.

Our vast range of diversity networks demonstrates Citi's commitment to growing a diverse workforce.
Please note this is a fixed term contract, which is a great opportunity to get to know us better
Closing date: 7th October 2020

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