Operations Data Senior Analyst - Investor Services
Citi
IT, Operations
Warsaw, Poland
The Operations Data Senior Analyst at an AVP level plays a critical role in Data Transformation within the Investor Services Change team, with a strong focus on across multiple lines of business like: Middle Office, Fund Accounting, ETF and Transfer Agent.
You will lead and contribute to the development of new technologies, improvement of processes and work-flows as well as client, mandatory and regulatory initiatives.
Role requires great analytical skills in order to design, test and validate complex solutions and services for our clients and operational teams. Communication and interpersonal skills are required to effectively cooperate with multiple stakeholders across Product, Technology, Operations and our Clients.
Responsibilities:
Lead all business analysis activities on assigned complex projects, both client and internal, ensuring successful delivery and alignment with business objectives
Lead the preparation and analysis of proposed system changes, gathering consensus between business requirements and technology deliverables to assure smooth project implementation
Perform in-depth process analysis and design solutions in response to complex client or operational needs across funds operations, including the development of target operating models and process re-engineering
Oversee testing of new system functionalities in UAT environments; formulate and coordinate regression test plans and support Production Validation Testing for new system functionalities and client changes
Build and maintain effective working relationships with Stakeholders, Technology, Oversight teams, Relationship Managers, and Project Managers
Manage client and business ad-hoc queries and requirements
Provide guidance and mentorship to junior analysts/team members, fostering their development and ensuring high-quality output
Prepare and present project status, performance data, and key insights to management and stakeholders
Requirements:
Min. 5 years of experience as a Business Analyst or similar role within a complex corporate environment — preferably in financial services
Proven track record of 3+ years in investment fund accounting, Transfer Agency, and/or Middle Office processes and systems, with in-depth knowledge of fund services operations and workflows
Demonstrated experience working within a Change Management function or driving operational improvements through methodologies such as Lean or business process reengineering
Hands-on experience across the Software Development Lifecycle (SDLC), including participation in UAT, functional, and regression testing phases
Strong capability to work with and manipulate complex data sets, derive meaningful insights, produce reports, and conduct root cause analysis, underpinned by sound business judgment
Excellent verbal and written communication skills, with the ability to translate complex requirements into clear, accessible language for a broad and diverse audience while maintaining a high level of professionalism
Advanced proficiency in MS Office Suite (including Excel, Visio, PowerPoint, and Project) and familiarity with Quality Centre; knowledge of Power BI and SQL is a distinct advantage
We offer:
By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which include:
Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
Opportunity to receive an annual discretionary incentive award
Special offers and discounts for employees o Click here to review the Remuneration Regulations extract
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
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Job Family Group:
Operations - Core------------------------------------------------------
Job Family:
Operations Project Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location Full Time Salary Range:
165 020,00 zł - 280 980,00 zł------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
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This job opening is for an existing job vacancy.
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