Posted Mar 19

Citi Private Bank - Client Reporting Operations - Tampa Client Reporting Lead

Tampa Full Time

About Citi:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. 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. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Key Responsibilities:

Specifically, the successful candidate will:
  • Lead the Client Reporting group in Tampa, supporting the NAM and LATAM businesses covering data quality & controls, investment performance measurement/analysis and client delivery across Legal Statements, investment reporting, advice/confirm rendition and ad-hoc reporting.

Development Value:
  • Opportunity to learn the Private Bank Operations
  • Opportunity to learn various dimensions of Financials, Investment and performance measurement & reporting.

Key Qualifications/Skills:
  • Experience in team management & leadership as well as partnering with diverse teams located in multiple locations and time zones
  • Demonstrated success in managing multiple processes & deliverables concurrently often within aggressive timeframes; ability to cope under time pressure
  • Strong written and verbal communication skills - will have interaction with senior technology and business managers
  • Strong analytical and strategic background in the financial services industry with operational experience
  • Must be able to compose and deliver business documents such as business cases, project plans, executive summaries, governance reports, etc.
  • Proven ability to build consensus across multiple stakeholder groups through partnership
  • Demonstrated capabilities in quantitative and data analysis (e.g., Excel, MS Access, Business Objects)
  • Strong understanding of investments: managed accounts, alternative investments (Hedge Funds, Private Equity, Real Estate), Fixed Income & Equities
  • Investment Performance background or related function focusing on Time & Money Weighted RoR reporting, Risk analytics, Attribution, etc.


Have a broad business and knowledge in the following areas:
  • Experience across equities, Fixed income, mutual funds and alternative investment processing
  • Familiarity with regulatory environment and reporting standards

Education Level:
  • Bachelor Degree or Master Degree

Additional Application Instructions

When asked the "source" on the Citi's application site select "other" then type either "Hire Heroes USA" or "HHUSA" in the text box", this will allow Citi to ensure full consideration is given to all referrals

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