Senior Operations Specialist driving high - quality execution across client operations and products. Collaborating with internal teams to deliver tailored solutions in a hybrid work environment.
About the role
- Lead Business Analyst at Citi managing client onboarding projects within Funds Services. Requires expertise in Transfer Agency, project leadership, and strong communication skills.
Responsibilities
- Drive critical client onboarding projects within Funds Services Change function
- Orchestrate operating model design in collaboration with Operations and Product Partners
- Ensure successful execution across the entire onboarding lifecycle
- Lead and facilitate client workshops and stakeholder sessions to elicit, document, and define Key Business Requirements (KBRs) and Business Requirements Documents (BRDs)
- Manage deliverables to ensure project milestones are met
- Proactively identify, assess, and manage project risks and issues
- Provide expert oversight and guidance to Data BAs, assisting with and reviewing data BRDs, data analysis, and data cleansing strategies
- Conduct final oversight and sign-off for fund setup in core systems and associated ancillary systems
- Work closely with Technology and vendor partners to accurately map business requirements to technical solutions
Requirements
- Minimum of 5+ years of relevant experience in Transfer Agency, Funds Services, or a similar Business Analysis/Project Management role within financial services
- Proven track record in defining operational processes, leading system deployments, and/or managing complex client migrations
- Demonstrated experience as a Business Analyst on large-scale projects or programs, with expertise in data analysis, mapping, and reconciliation
- Superior verbal, written, and presentation skills, with proven ability to engage, influence, and negotiate effectively with senior stakeholders and clients
- Strong capability to analyse and solve complex business problems, translating intricate details into clear, actionable insights for diverse audiences
- Solid understanding of project management methodologies (e.g., PMBOK standards, PMP/ Prince2 certification is advantageous) and practical experience in managing project lifecycles
- Demonstrated awareness and experience within Transfer Agency.
- Highly organized with meticulous attention to detail
- Proactive, solutions-oriented, and capable of working effectively in a fast-paced environment.
- Strong interpersonal skills to build and maintain working relationships across all levels.
Benefits
- wellness programs including access to telehealth options, health advocates, confidential counseling and more
- expanded Paid Parental Leave Policy to include Citi employees around the world
- array of learning and development resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Account Operations Manager managing operational relationships for large domestic accounts at HP. Conducting complex analysis and driving improvement plans in collaboration with customers and internal teams.
Senior Mortgage Document Review Specialist reviewing complex loan documentation for loss mitigation at M&T Bank. This role ensures accuracy and compliance with investor and regulatory standards.
Fund Accounting Operations Specialist managing client onboarding and operational processes in financial technology. Collaborating with internal teams and external stakeholders in a hybrid work model.
Manage the Employee Benefits service team ensuring client satisfaction while implementing operational initiatives for growth and retention. Supervise a region with a focus on collaboration and efficiency.
Home Care Operations Region Lead at Solventum, overseeing healthcare customer service operations with a focus on team leadership and stakeholder collaboration.
Process Manager driving implementation strategy for gas pipeline software solutions. Collaborating with teams to enhance client experience and operational efficiency in a hybrid work environment.
Senior Cloud FinOps Specialist enhancing cost transparency within Pacific Life's Technology Enterprise organization. Conducting analyses, managing tools, and driving cost optimization strategies with a collaborative team.
Service Operations Excellence Specialist responsible for analyzing KPIs to improve operations and supporting managers at KONE. Engaging in route optimization and hands - on support for process implementation.
Lead operational planning and execution of clinical trials at Merck. Collaborate with cross - functional teams for trial success in the pharmaceutical sector.