CIM - Investment Support Specialist
Company: Citi
Location: Rye
Posted on: January 27, 2023
Job Description:
Citi Investment Management (CIM) is a group within Citi Global
Wealth Investments (CGWI) that manages assets for Consumer, HNW,
and UHNW clients. With approximately $100 billion in proprietary
and third-party assets under management and advisement globally,
CIM offers a broad suite of investment strategies within single and
multi-asset class products.CIM is seeking an Investment Support
specialist who will take ownership of the day-to-day support of the
entire CIM investment platform to ensure seamless working and
timely availability, to strengthen and improve efficiency of
portfolio management, trading desk, investment research and product
teams in CIM. This role will also coordinate with other CGW teams
to ensure successful integration and completion of process/data
workflows for CIM portfolios and trades. Responsibilities:
- Assume ownership and act as the point of contact for day-to-day
support of various CIM portfolio management systems
- Ensure effective functioning and timely availability of systems
for CIM Portfolio management and Trading
- BAU support for CIM Portfolio managers, Portfolio assistants,
Traders, CIM Ops and other teams
- Acknowledge issues raised, escalate, and provide updates on
resolution
- Work with back office and middle office teams to ensure
end-to-end data feeds
- Work with Production Support to ensure timely batch
completions
- Work with Technology and Production Support teams to
troubleshoot issues, identify and test fixes/enhancements for the
issues raised by PMs and Traders
- Work with CIM Product team on setup required for launch of new
product/strategy
- Escalate vendor product issues and work with vendor teams for
resolution
- Work with Technology and vendor teams on upgrades, patches and
implementation projects with focus on testing to ensure successful
rollouts.
- Monitor and make sure the SLAs are met by external vendors and
internal partners
- Assist with management reporting Qualifications:
- 5-10+ years of experience in Financial Services -
Investment/Wealth management industry preferred
- Working knowledge of Portfolio management process,
systems/tools, and data (including Equity, Fixed Income, FX
trading)
- Knowledge of industry practices and standards
- Desirable experience in Charles River, BondEdge,
PERFORM/CreditScope, Bloomberg, FactSet, or similar investment
platforms and/or market data toolsets.
- Excellent analytic and critical thinking skills
- Experience in working with multiple teams/partners including
business, technology, production support, operations, business risk
and infrastructure teams.
- Detail oriented with acumen to identify issues
- Self-motivated with ability to work cooperatively, prioritize
and multi-task within in a team-oriented, often fast-paced
environment
- Excellent oral and written communication skills Education:
- Bachelor's degree, Master's degree preferred - Job Family
Group: Decision Management - Job Family:Data/Information Management
Time Type: Primary Location: Stamford Connecticut United States
Primary Location Salary Range: $132,320.00 - $198,480.00 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 .View the " EEO is the Law " poster. View the
EEO is the Law Supplement .View the EEO Policy Statement .View the
Pay Transparency Posting - Effective November 1, 2021, Citi
requires that all successful applicants for positions located in
the United States or Puerto Rico be fully vaccinated against
COVID-19 as a condition of employment and provide proof of such
vaccination prior to commencement of employment.
Keywords: Citi, Stamford , CIM - Investment Support Specialist, Other , Rye, Connecticut
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