Auxiliar de Operações supporting brokers in daily tasks and client communication at Lojacorr. Join a respected insurance platform known for innovation and support in Brazil.
About the role
- Lead Business Analyst at Citi managing client onboarding projects within Funds Services. Requires expertise in Transfer Agency, project leadership, and strong communication skills.
Responsibilities
- Drive critical client onboarding projects within Funds Services Change function
- Orchestrate operating model design in collaboration with Operations and Product Partners
- Ensure successful execution across the entire onboarding lifecycle
- Lead and facilitate client workshops and stakeholder sessions to elicit, document, and define Key Business Requirements (KBRs) and Business Requirements Documents (BRDs)
- Manage deliverables to ensure project milestones are met
- Proactively identify, assess, and manage project risks and issues
- Provide expert oversight and guidance to Data BAs, assisting with and reviewing data BRDs, data analysis, and data cleansing strategies
- Conduct final oversight and sign-off for fund setup in core systems and associated ancillary systems
- Work closely with Technology and vendor partners to accurately map business requirements to technical solutions
Requirements
- Minimum of 5+ years of relevant experience in Transfer Agency, Funds Services, or a similar Business Analysis/Project Management role within financial services
- Proven track record in defining operational processes, leading system deployments, and/or managing complex client migrations
- Demonstrated experience as a Business Analyst on large-scale projects or programs, with expertise in data analysis, mapping, and reconciliation
- Superior verbal, written, and presentation skills, with proven ability to engage, influence, and negotiate effectively with senior stakeholders and clients
- Strong capability to analyse and solve complex business problems, translating intricate details into clear, actionable insights for diverse audiences
- Solid understanding of project management methodologies (e.g., PMBOK standards, PMP/ Prince2 certification is advantageous) and practical experience in managing project lifecycles
- Demonstrated awareness and experience within Transfer Agency.
- Highly organized with meticulous attention to detail
- Proactive, solutions-oriented, and capable of working effectively in a fast-paced environment.
- Strong interpersonal skills to build and maintain working relationships across all levels.
Benefits
- wellness programs including access to telehealth options, health advocates, confidential counseling and more
- expanded Paid Parental Leave Policy to include Citi employees around the world
- array of learning and development resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Operations Officer managing client onboarding and transactions within the Digital Banking group at Equitable Bank. Delivering high customer service and operational excellence within a fintech environment.
Junior Operations Analyst managing partner relations and operations post - sales at Vertem. Engaging with partners and supporting operational excellence across teams.
Operations Supervisor overseeing daily warehouse operations at GXO, a leading supply chain solutions provider. Managing team performance and ensuring exceptional service delivery.
Warehouse Operations Supervisor managing daily operations at GXO Logistics, providing leadership to warehouse teams and ensuring quality service. Seeking candidates with experience in logistics and supervisory roles.
Operations Supervisor managing warehouse operations on weekends. Ensuring team performance and customer service excellence in logistics at GXO.
Supervisor, Supply Chain Operations at GXO managing daily warehouse operations and staff training. Ensuring customer service quality and operational efficiency in a competitive logistics environment.
Operations Manager overseeing supply chain operations at GXO Logistics. Responsible for customer commitments, personnel guidance, and equipment handling.
Warehouse Operations Supervisor responsible for efficient daily operations and team management in logistics. Leading scheduling, supervision, and performance improvement strategies for the warehouse team.
Data Center Operations Supervisor at GXO managing daily warehouse operations and team performance. Ensuring efficient operations and quality service delivery within a structured work environment.