Job Description

Citi Private Bank is a trusted advisor to the worlds wealthiest, most influential individuals and families. Like Citis government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citis Institutional Clients Group, Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Among its select clients are a third of the worlds billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citis holistic approach to wealth management.

Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.

Responsibilities:

* Support the Operational Due Diligence team in its execution of the Operational Due Diligence program.
* Coordinate the third-party service provider and counterparty confirmation process globally
* Act as primary liaison for background check vendor relationships and process management with investment managers
* Act as primary liaison for media search management and the external vendor relationship on behalf of the team. This includes maintenance of and updates to relevant subjects, topics, etc.
* Maintenance, gathering and tracking of key team metrics in support of reporting to senior leadership
* Manage key MIS Data (Pipeline, Fund Review, Background Check Schedule, Meeting Notes etc)
* Assist in ad-hoc projects and reviews necessitated by current market events
* Help co-ordinate and organize external meetings with investment managers as well as recurring internal team meetings/agenda to keep the team well informed of upcoming commitments and responsibilities and required follow-ups
* Help maintain operational due diligence policies and procedures and enhance documentation as necessary.

Skills:

* Organizational skills with the ability to manage multiple priorities with competing deadlines
* Excellent interpersonal and communication skills, oral and written required
* Proactive attitude focusing on problem solving and driving efficiencies
* Must have attention to detail and accuracy
* Position may be required to travel occasionally
* Previous experience in an Administrative role (min of 5 years)
* Related experience within Financial Services and familiarity with the needs of an investment management business preferred.
* Proficiency with Microsoft Office suite including Excel and Powerpoint
* High Ethical standards
* Bachelor's degree or equivalent work experience

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Administration

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Time Type:

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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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