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Margin, Cash and Collateral Management Intermediate Analyst, Officer
September 10, 2020
The Cash & Trade Proc Intmd Analyst is an intermediate level role responsible for the oversight and management of a small Margining Team within the APAC Margin Utility, located in Hong Kong. The primary focus of the role will be the day to day administrative support of the function coupled with leadership and supervisory responsibility within a team of administrative/support/technical employees. The position requires close interaction with Clients, Business Managers and Tech. The successful candidate will also be working with local, regional and global support functions including Product Control, Credit, Line Control, Finance, Technology, Compliance, Legal and Audit. This is in addition to supporting APAC Margin Operations Management.
Team and Leadership Development
Management of day to day margining processes and timely completion of daily reconciliation and reporting across a number of functions.
Build strong relationships with other Key Business areas, including regular communication with NAM Margin teams.
Effective upward management, capable of giving clear and concise briefings
Effective delegation of tasks to team members
Set expectations of team and tracks delivery against plan
Motivate, inspire and retain team members, provide feedback, coaching, leadership and direction
Complete performance reviews on a regular basis to include goal setting, mid-year and end of year performance reviews
Assist in recruitment of new team members
Provide training and direction to junior staff members on issues or processes where they require support and guidance
First line, point of escalation, capable of owing more complex client / process issues through to resolution
Control focus - review processes, identifying potential weaknesses, drafting corrective action plans and providing recommendations for improvement to Department Head.
Demonstrate escalation to Senior Managers with an assessment of issues, root cause analysis and potential remedial actions
Applies in-depth disciplinary knowledge to provide value-added perspectives or advice.
Capable of making informed decisions in line with critical deadlines
Contribute to the successful migration of processes or technical advancements into area of responsibility including drafting migration plans, test scripts etc
Complete / track all Corporate Control deliverables to include mandatory training and mandatory leave.
Proactively champion Citi's Ethical Culture and Responsible Behaviour practices.
Help to create and build an environment of teamwork and encourage two-way communication across the unit.
Be an ambassador for the Margin Utility team, raising the profile of the unit across the EMEA, NAM and ASPAC areas
Good understanding and experience in the Collateral Management / Margin processes and products including but not limited to listed derivatives, centrally cleared and OTC derivatives and the associated legal documentation
Possess good knowledge of using third party Collateral Management / Portfolio reconciliation / Settlement Processing tools - Acadia, TriResolve, Alert, etc. to facilitate margining process.
The applicant will be expected to have at least 2-5 years working experience with demonstrable supervisory skills spanning a minimum of 2 years in a managerial role.
The applicant will be expected to have strong risk and control mindset
Customer service experience.
Displays a well-developed ability to schedule work and understand relative priorities
Effective verbal and written skills
Effective communication and analytical skills
Effective relationship management skills
Expert level proficiency in Windows, and MS Office Suite
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - HK Time Type : Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. 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 CLICK HERE . To view the "EEO is the Law" poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE . To view the EEO Policy Statement CLICK HERE . To view the Pay Transparency Posting CLICK HERE .