Prime Finance Middle Office, Transaction Capture Senior Manager, VP
April 4, 2021
The Transaction Capture Sr Mgr is a senior management level position responsible for managing multiple teams through other managers, in coordination with the Transaction Capture team. The overall objective of this role is to oversee the end results, budgeting, planning and implementation of the functional strategy.
Provide analytical and administrative support to Front Office Sales and Trading and act as an advisor or coach to new or junior staff
Maintain position records in coordination with the traditional trading desk assistant and / or trade processing functions
Support trade capture management, Front to Back reconciliation, identifying operational risk, trade confirmation and settlement forecasts
Develop and implement business initiatives, client solutions, and/or projects affiliated with pre-settlement processes and transaction capture
Oversee the volume, quality, integrity, timeliness and delivery of complex deliverables and plan, budget and form policies for own area
Analyze issues with transaction capture and related functions where direction is needed, and actions must be recommended / taken
Develop and implement business plans, policies and procedures and support a range of internal and external clients
Oversee performance of pre-settlement capture activities and define, develop, implement and track Key Performance Indicators (KPIs) and Service Level Agreements (SLAs)
Identify opportunities to improve processes, client service, control, and cost reduction and implement improvements
Conduct discovery and due diligence activities with clients to solve complex client queries
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
6-10 years of experience in a related role
Subject Matter Expert in multiple or specific skill sets, business areas or products preferred
Demonstrated project management skills
Ability to work under pressure and manage to deadlines
Ability to work in a fast-paced environment
Consistently demonstrates clear and concise written and verbal communication
Attention to detail and intermediate problem solving skills
Bachelors degree/University degree or equivalent experience
Masters degree preferred
Job Family Group: Operations - Transaction Services Job Family: Transaction Capture Services Time Type: Full time 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.
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