Client Implementations Funds Implementations & Change Analyst

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Securities Services Client Implementations team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

Within our Services business, the Securities Services Operations Client Implementations Team is a client facing unit, responsible for ensuring the effective on-boarding of new and incremental Securities Service business – new clients, new funds or new investment markets. 

Providing a principle point of contact for the client, the Implementations team deliver project management oversight and co-ordination of legal & fund documentation, service requirements, setup and configuration, interface and reporting connectivity, initial transition trade oversight and handover to our business as usual teams.

What you’ll do

The successful candidate will work within our Funds Implementation team, with responsibility for coordinating fund launches, share class launches, restructures and closures across  our operations and static data teams. This will involve:

• 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

What we’ll need from you

• 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

What we can offer you

By joining Citi Edinburgh you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.

• Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
• Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
• Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)
• Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
• Unlimited development opportunities within Citi global network
• Exposure to a wide range of internal stakeholders as well as to senior management

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. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. 

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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