The Information Services Group (ISG) is responsible for authoritatively managing the client and associated reference data across the Institutional Client Services (ICG) Markets organization, through implementing state of the art technologies, which promote the collection, storage, analysis, and distribution of product, pricing, account, contracts and corporate action data. The ISG organization works in partnership with data clients across all ICG business lines, deploying solutions to increase their competitiveness, through restructuring business processes, simplifying information access, and providing business intelligence around critical data. This role will be an integral component of the ISG network of teams and support, specifically within the Documentation Operations Unit (DOU).  The DOU is a centralized, business aligned operational function focused on delivering timely documentation referential data and ease of document retrieval services across all ICG Business lines.
Documentation centralization is an area of high focus within the Financial services Industry to improve the client experience and allow Citi more flexibility to meet increasing Regulatory needs. Citi is currently running a number of programs and will be initiating further, strategic, projects to create Bank wide platforms, enhanced processes and strong controls. ISG Documentation team are looking to recruit a highly effective Operations Manager to work closely with ISG Leadership in partnering with Business lines to drive roll-out of document centralization which includes identification of scope, data sourcing and gap analysis. In addition, client engagement will partner with records management officers to manage policy requirements and ensure document completeness.  The operations manager will also oversee documentation analysts and provide BAU support including maintenance of documentation data quality, exception management and expansion of machine learning to increase classification automation.
Key Responsibilities:
This role is for an experienced client engagement lead with a strong track record of delivering high quality performance.   Key areas of focus will include:
• High level of interaction with various Business lines, ISG Leadership, Project Management
• Acquire detailed knowledge of specific, relevant documentation that pertains to aligned Business
• Deep dive analysis of current state in order to identify scope and define Business priorities
• Perform extensive gap analysis to accurately define operational model needs
• Implement scalable, flexible solutions that can be leveraged across Business lines
• Execute Operating Agreements that define roles and responsibilities and service models by Business
• Act as primary liaison between Business, Technology and Operations
• Effectively manage Business client expectations
• Work closely with Project Management Office to establish high level milestones and target timelines
• Drive roll-out of documentation centralization into DMC platform for respective Business area
• Ensure that controls and compliance are well understood and executed
• Ensure smooth transition to core processing post implementation
• Define and establish DMC adoption metrics by Line of Business and functional usage
• Commitment to continuous improvement by identifying opportunities to raise capacity and improve client service through improved process flows and technology automation
Knowledge/Experience:
• 6 to 10 years of relevant experience
• Experience in business analysis within fast paced Financial Services team
• Experience in people management
• Knowledge of Capital Markets Business and operational support preferred
• Frequent participation in working groups, with proven ability to operate at all levels of seniority
• Demonstrated experience of clearly translating / articulating and documenting business requirements
• Ability to review and quickly interpret unfamiliar data; background in data management preferable
• Experience of working within a shared services function with a diverse client base
• Demonstrated experience of optimization in processes (legal/regulatory adherence an advantage)
• Strong knowledge of the Citi environment, understanding of products and services offered preferred
• Proven ability to interpret, anticipate and implement change
Skills:
• Strong Leadership and Motivational skills
• Solid organizational skills including strong attention to detail and the ability to multi-task effectively
• Excellent communication, interpersonal and relationship building skills
• Willingness to own an issue and bring it to completion
• Negotiating and influencing others
• Good knowledge of MS Office Suite, including strong proficiency in Excel and PowerPoint
• Achieving/ Driving Results: Analytical skills for work flow, process and systems analysis
• Execution focused, overcomes obstacles and minimizes bureaucracy
• LEAN experience not essential but preferred
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
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Job Family Group:
Operations - Services
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Job Family:
Reference Data Management
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Time Type:
Full time
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Job Type: Full time