Transaction Capture Senior Lead Analyst – SVP – Getzville (Hybrid)
The Transaction Capture Senior Lead is a senior level position responsible for providing complex analytic and administrative support to traders as the subject matter expert, in coordination with the Transaction Capture team. The overall objective of this role is to solve complex client queries, conduct due diligence activities, and advise or coach new or junior staff.
Responsibilities:
- Provide analytic/administrative support to Front Office Sales and Trading on derivatives/securities transactions, and maintain position records
- Support trade capture management, Front to Back reconciliation, operational risk identification, trade confirmation and settlement forecasts
- Ensure a successful risk/control environment and support a wide range of internal and external clients
- Contribute to short- to medium-term planning of actions and resources, and oversee resources, budget, policy formulation and planning
- Lead change-the-bank projects, and resolve complex pre-settlement process and transaction issues, balancing potentially conflicting needs
- Define problems, develop innovative solutions, and streamline trade flow processes, ensuring integrity of process, operations and end results
- Lead innovative solutions and cost savings opportunities, and facilitate, influence and enable change
- 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:
- 8+ years of experience in a related role
- Significant industry experience required
- People and project management management required
- Experience with regulatory reports with large size data required
- Experience with Advanced MS Excel functions required (Vlookup, Pivot Tables, etc.)
- Experience with SQL and Tableau required
- Real estate industry experience, such as loans, wholesale lending, appraisals preferred
- Subject matter expert in multiple or specific skill sets, business areas or products
- Demonstrated analytical and process execution skills
- Consistently demonstrates clear and concise written and verbal communication
- Demonstrated ability to remain unbiased in a diverse working environment
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
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Job Family Group:
Operations - Transaction Services------------------------------------------------------
Job Family:
Transaction Capture Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Getzville New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$106,000.00 - $159,000.00
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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Anticipated Posting Close Date:
Aug 01, 2025------------------------------------------------------
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
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Are you ready to take your career to the next level? Join Citi as a Transaction Capture Senior Lead Analyst in Getzville, New York! This senior-level position is perfect for those passionate about providing complex analytic and administrative support to traders while leading the Transaction Capture team. You'll be tackling complex client queries, conducting thorough due diligence activities, and even coaching new staff members. Your responsibilities will range from supporting trade capture management and ensuring operational risk compliance to leading innovative projects that drive change in the bank. With a focus on defining problems and developing innovative solutions, you'll have the chance to streamline processes and enhance trade flow integrity. You'll also play a key role in planning resources, maintaining position records, and reinforcing a strong risk and control environment. If you have substantial industry experience, are skilled in project management, and possess a solid understanding of advanced MS Excel functions such as VLOOKup and Pivot Tables, this might be the opportunity you've been waiting for. Plus, with Citi’s competitive salary and comprehensive benefits package, including medical and dental coverage, a 401(k) plan, and generous paid time off, you'll be well taken care of both professionally and personally.
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Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capi...
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