Performance Reporting Intermediate Associate Analyst - Private Bank Ops. (Tampa, FL)

Citi in Tampa, FL

  • Industry: Financial Services - Banking/Investment/Finance - Financial Analyst/Examiner
  • Type: Full Time
  • $58,375.00 - 116,250.00
position filled
The Performance Reporting Intermediate Associate Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.


* Proactively drive improvements across the various performance reporting processes
* Validate performance and analyze dispersions between accounts, assist in resolving issues related to client investment portfolios by working with internal partners
* Manage team deliverables effectively, ability to manage expectations with business partners and prioritize urgent tasks
* Resolve issues with performance data in a timely manner
* Communicate performance resolutions clearly and effectively with internal teams including bankers and Investment Counselors and their support staff
* Detail-oriented and able to demonstrate ability to multi-task and produce high quality, accurate work in a time sensitive manner
* Ability to understand and follow financial data processing lineage and how this data is used to calculate client account performance
* Responsible for a portfolio of top clients acting as their advocate and owning the client experience relationship end to end.
* Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals.
* Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution.
* Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits.
* Mentors and trains new Client Experience Specialists.
* Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity
* 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.


* 2-5 years relevant experience
* Strong PC skills to include MS Office Applications (Word, Excel, Outlook, Access)
* Excellent attention to detail and excellent problem solving skills
* Excellent interpersonal, verbal & written communication skills
* Ability to thrive in a high volume team environment
* Ability to educate clients on navigation and functionality in a virtual environment
* Experience working directly with clients
* Ability to analyze potential issues, document the relevant details and escalate to the appropriate tech/product
* Excellent organizational, time management, and prioritization skills


* Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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Time Type :

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

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