Performance And Post Trade Compliance - (S360)

Performance And Post Trade Compliance - (S360)

20 Nov
New South Wales

20 Nov


New South Wales

Performance and Post Trade Compliance This role will be responsible for the production, verification and communication of all Performance and Post-trade compliance related activities based upon client requirements as well as producing other periodic client reports. The lead will also be responsible for understanding and ensuring the accuracy of the data.

The lead will work closely with our clients, Client Executives, Product Managers to ensure timely and accurate reporting.

Key responsibilities include:

Lead and mentor team members in training and skill development

Assist in new client onboarding and implementations

Participate in department projects and ensure their completion

Create customized reporting based upon client requirements

Review, update and implement new processes and procedures where needed to enhance operational controls

Assist Product with client presentations to current or prospective clients

Perform quality control review on team members' work

Support testing of new features/functionality for the Performance and Post-trade compliance platforms

Responsible for interfacing with index vendors

Provide feedback on vendor system quality/functionality

Attend to Client queries

Attend to audit matters


Computer literate with excellent MS Office skills

Advanced Microsoft Excel skills (example: macro, filtering, pivot tables, etc)

Strong analysis and problem solving skills

Knowledge of the end-to-end view of the overall performance reporting process

Excellent interpersonal and communication skills

Ability to multi-task and work well under pressure

Outstanding organizational skills and attention to detail

Advanced knowledge of all asset classes

Working knowledge of accounting systems


Bachelor's degree in a Business related field

>10 years of performance analysis and/or Post-trade compliance experience in financial services

CFA and CIPM (preferred but not required)

Job Family Group:

Operations - Transaction Services

Job Family:

Securities and Derivatives Processing

Time Type:

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.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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


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