Operations > Analyst

Business Description

The Citigroup Global Wealth Management Group (GWM) serves the financial needs of high-net-worth individuals around the world. Our Private Bankers and Smith Barney Financial Advisors play a central role in delivering personalized, effective, and insightful financial solutions to meet client needs. Globally, GWM has more than 24,000 employees around the globe, and manages more than $100 billion of client business volumes. Principal investment centers include: New York, London, Zurich and Singapore. Through its product and service offerings, and by functioning as the gateway to the resources of Citigroup, GWM provides clients with comprehensive investment and banking choices. Products and services include investment services, global trading services, risk management, credit and lending, alternative investments, real estate services, traditional banking services, trust services, global wealth structuring, art advisory, family advisory practice and law firm advisory services. At the same time, we maintain world-class marketing, operations and technology tools to support our sales force and clients alike.

Roles of an Analyst

Roles an Analyst may undertake:

• Analytical skills and paying close attention to details are vital in the role of a Global Wealth Management Operations Analyst.
• Accuracy is critical when dealing with large amounts of money whereby errors could prove costly. While proofing accounts, date and time accuracy is crucial in reconciling and settling thousands of transactions, as most markets have different deadlines.
• Teamwork and communication are essential components of an Analyst's role in Operations and results in working successfully together to achieve departmental targets. Good communication results in increased efficiency and elimination of errors.
• Interpersonal skills are also important, as we look to develop Analysts to become our future leaders.

Our Programs

The Citi Operations Analyst Program offers candidates placement and training inside the GWM Operations division. Analysts will have the opportunity to work for a major financial institution, assist on ongoing projects, and gain exposure to senior management so that they gain insights and perspectives on the dynamic world of Operations. The program runs for two years and placements are inside the New York metropolitan area. Depending on the individual’s experience, candidates will typically be placed on specific teams relating to areas such as capital markets operations, securities operations, client reporting, internal control, etc.

Successful candidates should have an interest in the financial industry, ability to multi-task, excel in a fast-paced environment, and possess effective communication skills within a professional environment. This opportunity is offered to 6 - 8 exceptional Bachelor graduates. Candidates will be given a permanent placement within Operations based on performance upon graduation from the program.

Who we are looking for

Successful GWM Operations professionals share many common traits. They:

•  Take a well-ordered and logical approach to analyzing problems, organizing work and planning effective business solutions
• Possess an appropriate sense of urgency for fulfilling internal and external client needs
• Work to achieve high levels of personal performance and organizational/team success; take initiative to get successful results
• Must be a strong team player to achieve maximum results
• Possess the ability to multi-task and make sound judgments in various business situations
• Persevere in the face of challenges; look to continually improve the quality of work processes and maintain high standards of detail and accuracy
• Speak, write and listen effectively
• Degree: Bachelor’s Degree
• Majors: Finance, Operations, Marketing, Economics, related fields
• High achievement orientation, self-motivation, a strong work ethic
• Strong analytical and critical thinking skills
• Demonstrated leadership potential
• Excellent interpersonal skills and presentation skills
• Strong written and verbal communications skills
• GPA 3.0

Recruitment Process

Citi Global Wealth Management begins the formal Operations recruiting process in September in the form of an on-campus presentation. All students are invited to attend this event to learn about the culture, the business, and the operations function at Citi. Subsequently, job descriptions are posted through university career centers. All students will need to apply via career services with their school as well as to the Citi graduate recruitment website. Once all resumes have been collected and reviewed, a closed, targeted list of first-round interview candidates is compiled. First-round interviews take place in the September-October timeframe and successful interviewees subsequently go directly to Super Day. Citi on-campus interviews are typically 30 - 45 minutes; Super Days typically consist of three to four 30 - 45 minute interviews with a committee of Operations professionals. Offers are given as soon after Super Day as possible.

Stage 1: On-Campus Presentations: beginning in September. Interested applicants are encouraged to attend.

Stage 2: Applications: submitted via your career services AND the Citi website. Campus Recruitment reviews applications.

Stage 3: First-Round Interviews: take place on campus in the September/October time frame. Citi on-campus interviews are typically 30 - 45 minutes.

Stage 4: Super Day: successful first-round interviewees are invited to our Super Day. This day typically consists of three to four 30-minute interviews with a committee of Operations professionals.

Stage 5: Offers: extended by the graduate recruiting team as soon after the Super Day as possible.

Internship

Citi Global Wealth Management, begins the formal Operations recruiting process in February in the form of an on-campus presentation. All students are invited to attend this event to learn about the culture, the business, and the operations function at Citi. Subsequently, job descriptions are posted through university career centers. All students will need to apply via career services at their school as well as on the Citi website. Once all resumes have been collected and reviewed, a closed, targeted list of first round interview candidates is compiled. First-round interviews take place on campus in March and successful interviewees subsequently go directly to Super Day. The on-campus interviews are typically 30 minutes; Super Days typically consist of three to four 30-minute interviews with a committee of Operations professionals. Offers are given as soon after the Super Day as possible.

Stage 1: On-Campus Presentations: beginning in February. Interested applicants are encouraged to attend.

Stage 2: Applications: submitted via your career services AND the Citi web-site. Campus Recruitment reviews applications.

Stage 3: First-Round Interviews: take place on campus in the March time frame. Citi on-campus interviews are typically 30 minutes.

Stage 4: Super Day: successful first-round interviewees are invited to our Super Day. This day typically consists of three to four 30-minute interviews with a committee of Operations professionals.

Stage 5: Offers: extended by the Campus recruiting team as soon after the Super Day as possible. 

Where

• New York Metro
• Maryland