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
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
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
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 StageLeadership Team
Recent News
2026-01-11
2026-01-06
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