Business Intelligence and Enablement Analyst

Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation, excellence, and delivering insightful financial solutions. We are seeking a skilled individual who will support our Business Intelligence and Enablement team to spearhead our data visualization and reporting efforts, ensuring that everyone from client advisors to senior management have the data and insights necessary to make informed decisions.

Position Overview:

This position under Citi Global Wealth will play a role in transforming data into strategic insights that guide decision-making across the organization. This position will assist in the development and implementation of innovative business intelligence capabilities across the entirety of the Citi Global Wealth franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold businesses, as well as the product teams, to deliver metric/KPI reporting and foster a stronger data-driven culture. The ideal candidate will have BI experience within a financial services context, with a proven ability to conduct multi-phase projects.

Responsibilities:

• Design, develop, and launch interactive dashboards/reporting systems to track key performance metrics across all Wealth Line of Business (LOBs) and products.
• Develop and implement enablement programs that enhance operational efficiency and improve client service delivery, within an access-controlled and risk-approved visibility framework.
• Support initiatives to expand tool adoption across the Wealth franchise, including trainings, office hours, use cases, etc.
• Partner closely with Technology within an Agile framework
• Evaluate and implement appropriate tools that can scale with increased usage and content

Experience:

• Minimum of 5 years of experience in business intelligence, developing High quality, engaging visualizations
• History of success in supporting BI functions in a fast-paced, growth-oriented environment
• Knowledgeable in BI and CRM tools (e.g., Tableau, Power BI, Domo, Salesforce, Dataiku) and data management systems
• Experience building and launching BI platform on JavaScript Framework like React, Angular, D3 etc
• Experience launching or piloting capabilities such as Conversational BI
• Exposure to new BI tools such Hex, Sigma computing, Preset, etc. strongly preferred
• Proficiency in data management tools and technologies (e.g., SQL, Python, Snowflake, Hadoop, etc.)
• Ability to manage multiple projects and prioritize tasks effectively
• Must be willing to share Visualization portfolio

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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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Anticipated Posting Close Date:

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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.

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