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Client Implementations – Funds Implementations & Change Analyst

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Citi

12d ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Edinburgh

AI generated summary

  • You need experience in financial services and fund operations, strong project management skills, attention to detail, excellent communication, and relationship-building abilities. Proficiency in MS Office is required.
  • You will liaise with clients and internal teams, manage implementation checklists, coordinate change aspects, and ensure operational readiness to meet client service needs.

Requirements

  • Broad experience within the Financial Services Sector, with Securities Services and specifically Fund Operations
  • Strong project skills, and practical experience delivering client change via planning, monitoring and reporting using detailed project tasklists
  • Proven a track record in flawlessly executing client change, delivering multifaceted projects to defined deadlines and constraints
  • Highly motivated and self-reliant, with demonstrable initiative and flexibility
  • Ability to understand, document and translate concepts and processes
  • Solid analytical and documentation skills, with evidenced attention to accuracy and detail
  • Strong communication skills (written and verbal)
  • Well-developed interpersonal skills, including the ability to energise and negotiate
  • Ability to manage successful relationships with internal and external stakeholders
  • Proficient use of MS Office (MS Word, MS Excel, MS PowerPoint)
  • Knowledge of Citi operations, processes, Multifonds application a plus

Responsibilities

  • Liaising with client and internal partners to understand the client's service needs in order to match them to our delivery capabilities
  • Produce and manage a detailed implementation checklist, using standard Citi templates and artefacts
  • Brief the operations, customer service and other areas as required, and agree implementation timetables with all parties
  • Co-ordinate all aspects of the change (Operational Documentation, instructions, Operational Setups, User Entitlements, Testing, Operational Readiness, Transfer (if applicable) and Handover to BAU Service Team) to ensure delivery in accordance with the client's requirements

FAQs

What is the primary responsibility of the Client Implementations – Funds Implementations & Change Analyst?

The primary responsibility is to coordinate fund launches, share class launches, restructures, and closures across operations and static data teams while ensuring effective onboarding of new and incremental Securities Service business.

What qualifications are needed for this position?

The position requires broad experience within the Financial Services Sector, particularly in Securities Services and Fund Operations, along with strong project management skills and a proven track record of delivering client change.

How does Citi ensure a supportive work environment?

Citi provides a friendly, dynamic, supportive, and diverse environment that includes multiple affinity and social networks, voluntary activities, and a commitment to employee well-being.

Is there a structured onboarding process for new employees?

Yes, Citi offers a structured onboarding process and extensive training opportunities, including access to platforms like Udemy and Degreed.

Are there opportunities for career development within Citi?

Yes, there are unlimited development opportunities within Citi's global network, allowing employees to grow their careers over time.

What tools are you required to be proficient in for this role?

Proficiency in Microsoft Office tools, including MS Word, MS Excel, and MS PowerPoint, is required for this role.

How does Citi support work-life balance?

Citi promotes a hybrid working model (up to 2 days working from home per week), competitive benefits, and a focus on employee well-being, all contributing to a healthy work-life balance.

What types of social benefits does Citi offer?

Citi offers a range of social benefits, including private healthcare, an award-winning pension scheme, life insurance, a holiday allowance, and competitive maternity and paternity schemes.

Can you describe the team’s interaction with clients?

The Implementations team serves as the principal point of contact for clients, working closely to understand their service needs and coordinating the implementation of solutions accordingly.

Is Citi an equal opportunity employer?

Yes, Citi is an equal opportunity and affirmative action employer, providing consideration to applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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Citi

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

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  • Paid parental leave

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  • Keep learning

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  • Be well, take time off

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  • Support Your Community

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