Location: Jersey City New Jersey United States
Asset Servicing is a Markets Operations group represented globally across the NAM, EMEA and APAC regions and is responsible for processing Corporate Actions and Income events for Firm and Client positions. The events and transactions managed include election instructions, reconciliation, and entitlement postings for Voluntary and Mandatory Corporate Actions, Dividends and Income, Proxy, and Conversion events in the Market. The unit provides client-orientated support to both Front & Middle office, as well as the firm’s domestic and international clients. Our team provides direct support to Prime Brokerage, Firm trading desks, Stock Lending, Repo, and SWAPS for both Equity and Fixed Income.
The Asset Servicing Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness and business subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities
This role will perform corporate actions processing functions, from announcement to reconciliation, election, entitlement processing, and break resolution while ensuring all risk is properly managed
Assist with day-to-day management of processing ad-hoc instructions for conversions, SPAC Splits (detachments), warrants, exchanges, DRS, and legend removals
Perform key reconciliations and controls to support processing of the corporate action lifecycle and break management; initiate high focus event communications for high risk and complex events
Manages workflow within the department/ function; entails managing volumes and ensuring work is handled efficiently, acts as SME, handles escalations prior to going to manager, may resolve complex or escalated transactions
Authorize/approve applicable transactions and workflows
Assist with researching and resolving open balances connected to the process including coordinating with our relevant desks and counterparties on liabilities or issues
Demonstrates ability to lead projects or offer solutions at an advanced level for assigned area
Solves complex customer problems and consults with customer as required
Identify and manage any risk within the event /process and manage events in various Asset Servicing systems; escalating issues to management
Recommends and implements systems and procedural enhancements for Asset Servicing
Liaises with internal and external clients to assess service quality and identify areas for improvement
Demonstrates advanced understanding of Asset Servicing operations combined with a comprehensive understanding of how own area Integrates with other departments to contribute towards achieving business objectives
Responsible for training staff across multiple internal/external systems, markets, products, and processing regions; Acts as advisor or coach to new or lower level personnel
Responsible for day-to-day resource management and allocation of work within the team/project. Persuades and Influences others through developed communication skills
Identify process improvements/breakdowns/control gaps, propose solutions, perform UAT testing, and work with the management/project team to implement across the group
Performs other duties as assigned by supervisor
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
- Senior level experience in a related role
- Experience in Tier 1 global financial institutions
- 6-10 years of experience
- Possess an expert knowledge across Mandatory and Voluntary Corporate Actions across Equity and Fixed Income products, Domestic and International, including the trade and corporate action lifecycles
- Understanding of Stock Record; long/shorts, and various position types including stock lending positions; understanding of Swift MT564/568/566
- Advanced experience level with Excel, Outlook, and experience with web based applications required
- Proven record of accuracy and effective time management and prioritization skills with the ability to work in multiple systems and handle high email and event volumes
- Must be able to work in a high-pressure environment, with conflicting demands and under tight deadlines
- Energetic, flexible, collaborative, and proactive
- Strong, influential communicator who is articulate and concise.
Education
Bachelor’s/University degree, Master’s degree preferred
Job Family Group
Operations - Transaction Services
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Job Family
Asset Servicing
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Time Type
Full time
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Primary Location
Jersey City New Jersey United States
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Primary Location Full Time Salary Range
$129,840.00 - $194,760.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date
Nov 10, 2026
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Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.
Additional Locations: Getzville New York United States
Job description provided by Citigroup.
View the original posting
