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Job Purpose: Middle office is an integral part of the Funds Franchise in EMEA. This role has two key objectives:
Lead the execution /completion of the client reporting and supporting data program for ASI, taking ownership of the end to end target reporting solution while providing 'architect' oversight of the data and reporting platform
Leverage the MO/data platform and drive the wider MO/accounting data strategy to build out Citi's client reporting product to be industry leading, targeting large Asset Managers and Asset Owners clients
Both of these objectives will drive the delivery of best-in-class middle office client reporting and data product. Execution /completion of the client reporting and data program for ASI is the utmost priority and objective for the role, which will naturally broaden to lead the overall CFS client reporting strategy as the second objective as the ASI service is implemented. This role will lead client reporting and data strategy holistically working very closely with our Clarity / tech teams, ASI project team, executive sponsors, global MO operations and product teams.
Job Background/context: CFS is core and significant business in the EMEA PFSS Franchise. CFS includes full suite of fund administration & middle office services as well as custody capabilities in 106 markets Global Custody provides services to a wide range of clients including Insurance companies, Pension Funds, Sovereign Wealth Funds, Asset Managers, Banks, Broker/Dealers, Private Banks and Central Banks This is a leadership role focusing on driving execution of one of the largest and most complex programs in Citi as well as defining the end to end product offering of Middle office client reporting and data strategy in line with the growth strategy for the CFS business in the region. The role requires engagement with senior stakeholders at our client ASI, and the ability to influence the target solution to enable successful implementation and BAU operation at Citi.
Lead and execute client reporting and data work stream for the ASI global MO program:
Lead and oversee product /platform design and target solution of the client reporting and data strategy for ASI work stream
End to end responsibility for delivery of the optimal operating and data model yielding client and platform benefits as agreed with ASI
Oversee internal and external technology architect and ensure development is aligned to optimal and agreed target solution
Leverage ASI and client reporting /data platform investment to drive CFS MO, Asset Managers and Asset Owners data strategy in line with business growth objectives
Create an industry leading client reporting product, which optimizes Citi's technology platform
Partner with ASI program team, seniors and Citi Partners to ensure:
Full alignment on the execution and delivery of the client reporting and data work stream; and
Standard design /architect to avoid customization and where possible optimize the working methodology
Client expectations are understood, managed and met throughout the delivery of the programme
Ensure in the medium and longer-term that the MO/Funds product proves highly competitive in terms of capability and client experience vs competitor products. Own and lead initiatives to consistently deliver a leading product and service proposition, leveraging capability proven in ASI delivery.
Manage senior client engagement and relationships
Ensure that the capabilities are delivered in a robust control environment, with clear insight to key and emerging risks, escalation and remediation
Opportunity to work in a dynamic and growing business with potential for future growth
Senior client relationship management and ownership of a significant and high-profile deliverable for Citi
Opportunity to develop industry leading product in the most complex and forward looking data platform
Opportunities to work with a global team across three regions in a rapidly changing environment
Strong business leader with an ability to motivate and drive team forward
Experience of overseeing complex, client-facing process and technology solution implementation and partnering to realise agreed outcomes
Extensive knowledge of client reporting or financial reporting
Previous experience working in an investment management environment with investment accounting experience
Project Management skills are key
Graduate plus relevant industry experience
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer
Internal Number: 5900646
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