Wealth Data Strategy Associate jobs in United States
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Citi · 5 months ago

Wealth Data Strategy Associate

Citi is a global financial services company, and they are seeking a Wealth Data Strategy Associate to tackle complex challenges in the industry. This role involves collaborating with technology teams to build a global customer master and automate customer processes while performing detailed data analysis and drafting requirements.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy
Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data
Interview various users in operations and front office to understand current processes and draft process flows
Collaborate with engineering, data and analytics teams to design, build, and enhance tools for rollout against the product roadmap

Qualification

Data AnalysisSQLAgile DevelopmentData ManagementData ModelingStrategic ThinkingDecision MakingProblem SolvingProject ManagementCommunication SkillsLeadership SkillsTeamwork SkillsAdaptabilityCreativity

Required

A minimum of 5 years of relevant business data analysis experience
Bachelor's Degree in Computer Science/Business Management/Engineering, advanced degree is a plus
Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale
Experience with the Agile development process
Ability to communicate effectively with both technical and non-technical audiences
Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done
A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges

Preferred

Familiarity with Wealth Management business processes and front office users is extremely desirable

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)

Funding

Current Stage
Late Stage

Leadership Team

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James Monahan
Managing Director / Global Head of Asset Servicing
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Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
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Company data provided by crunchbase