Job Purpose:

The Senior Project Analyst operates within Citi’s Global Middle Office, and is responsible for a range of client reporting project deliveries, client report requirement gathering, delivering the changes to existing reports and implementation of new client reports.

The successful candidate will ultimately be responsible for ensuring that all clients reports requirements are documented in detailed business requirements documents and data matrices and the reports are developed by the development team in line with these specifications and are tested and deployed into production. The Senior Project Analyst is also responsible for ensuring that appropriate operational processes and controls are documented and operating effectively across data deliveries.

Citi is transitioning through a period of significant growth, and the successful candidate will have the opportunity to play an active role in driving the shape the business. The team is currently in a project phase, so the role will be largely projects focused with an element of BAU as the project meets milestones over the next year.

Process improvement and previous experience of working within an environment through periods of change would therefore be looked upon favorably.

Please note that this is temporary 6 month role with potential to extend.

Job Background/context:

Global Fund Services is the center of operations and services to Global Middle Office, investment accounting, performance, risk and reporting clients. It has key outsourcing clients and a growing book of clients receiving Middle Office services, and there is now a requirement to recruit an experienced Senior Client Reporting Analyst to support the growing team.

We are looking to recruit a candidate to work within the client reporting team. Candidates should have a background in Client Reporting, and Project Management and have had exposure to client reporting within the Financial Services Industry.

The individual will be a member of a growing team locally that also works closely with an extended project team. Client ownership is key with a requirement to professionally service clients to a high standard and participate in strategic initiatives and change.

Key Responsibilities:

• Being a key part of the project team working on understanding and documenting client requirements through BRDs, data matrices, process flows, procedures and checklists.
• Working closely with the client reporting development team onshore and offshore and data teams, to ensure the reports are developed in line with specifications.

• Ensures creation of project plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central project issue log.
• Ensures resources are assigned to project & monitor commitment.
• Ensures change control is executed throughout project.
• Identifies, documents, and understands project dependencies.
• Identifies key stakeholders who participate in project scope definition.
• Measures project management performance against standards.
• Establishes project communication needs and create project communication plan.
• Creates the project risk management plan. Work with procurement team to create, administer, track, and eventually close project contracts.
• Participates in the delivery of internal communications enabling the business officers to effectively service clients.
• Acts as a point of contact and liaison between department and required business areas for the implementation of activities to ensure accurate communication to clients.
• Manage daily investigation of any product, policy and procedure queries raised by team members.
• Liaises with key stakeholders to implement new procedures or clarify any misinterpretation as required.
• Regularly undertakes a review of processes, policies and procedures to identify process gaps and recommend process updates/ policy & procedure revisions associated with Project Management and Business Compliance.
• Collates communication items, investigate issues and ensure relevant communications are created in a timely clear and accurate manner.

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

Required Skills/Knowledge:

Candidate should have knowledge of investment operations/ reporting functions and havestrong working experience in the Investment Management/Financial Services Industry, with time spent within:

• a client reporting role, on boarding new clients or servicing changes to existing client reports.

Skills:

• Excellent written and spoken communication skills
• Strong analytical skills, detail orientation and service commitment.
• Strong organizational, project and time management skills
• Understands accounting, performance and reporting
• Pragmatism combined with a can-do attitude is a pre-requisite.
• Excellent interpersonal skills
• A high energy level and an enquiring mind
• Innovative approach to work and continuously identifies and implement process improvements

Competencies:

• 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

Qualifications:

• Educated to degree standard
• Accountancy qualification
• Project management qualification

Citi is an Equal Opportunities Employer

Address: Holyrood Park House, 106 Holyrood Rd, Edinburgh EH8 8AS