Financial Planning & Analysis Analyst at Navitas responsible for financial planning, reporting, and analysis. Collaborating with finance teams and assisting in the close process while analyzing financial data.
About the role
- Operations Analyst facilitating orders and transactions in Collective Investment Services. Supporting clients by processing transactions and ensuring compliance with policies while working in a high-risk environment.
Responsibilities
- The CIS Operations Analyst is an entry level position responsible for processing orders and transactions originating from clients in coordination with the Operations - Collective Investment Services team.
- The overall objective of this role is to facilitate the order placement, settlement and investigation of Mutual Funds, Time Deposits, Private Equities, and Alternate Assets transactions.
- Process securities transactions, provide analytic input for traders and aid in review of Mutual Funds, Time Deposits, Private Equities, and Alternate Assets transactions.
- Identify and resolve securities and managed fund settlement issues, and make process improvement recommendations to leadership.
- Manage reconciling and processing positions related to Corporate Action events.
- Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services.
- Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements.
- Escalate transaction processing issues to the appropriate department and collaborate on a solution.
- Design and analyze moderately complex reports, in coordination with standards set by direct leadership.
- Assist with control activities, and the launch of new products and services.
- Ensure processes adhere to audit and control policies.
Requirements
- Fundamental understanding of Collective Investment products, accounting and regulatory policies.
- Proven ability to perform various concurrent activities/projects in a high-risk environment.
- Ability to work in a fast-paced environment.
- Able to work on Malaysia Public Holiday and flexi hour.
Benefits
- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more.
- (Optional) We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Advisor at a boutique wealth management firm specializing in HNW clients. Full autonomy and unique multi - custodial platform with international reach.
Cloud Financial Operations Lead driving multi - cloud financial governance in AWS and Azure, ensuring cost validation and optimizing cloud spending.
Senior Accountant handling alternative investment accounting and reporting at SS&C. Involves GAAP application, regulatory reports, and process improvements in a hybrid work environment.
Financial Controller overseeing the accounting team and financial health for Humanise. Collaborating with management to ensure accurate financial reporting and operational integrity.
Financial Solutions Advisor providing financial advice and customized solutions for client financial goals. Engaging with clients and managing referrals while ensuring regulatory compliance in a fast - paced environment.
Senior Leasing Officer responsible for driving lease/loan growth and developing client relationships for Bank of America. Collaborating with stakeholders and managing end - to - end sales process.
Credit Officer delivering credit solutions for wealth management clients at Bank of America. Collaborating with Financial Advisors to identify and develop credit opportunities in existing client portfolios.
Financial Center Manager managing daily operations and staff at Bank of America. Leading client - focused initiatives and ensuring operational excellence in a financial center environment.
Financial Solutions Advisor responsible for providing strategic financial advice to help clients meet their financial goals. Engage with clients, assess needs, and recommend suitable financial products and strategies.