Operations > Associate

Business Description

The Citigroup Global Wealth Management Group (GWM) serves the financial needs of high-net-worth individuals around the world. Our Private Bankers and Smith Barney Financial Advisors play a central role in delivering personalized, effective, and insightful financial solutions to meet client needs. Globally, GWM has more than 24,000 employees around the globe, and manages more than $100 billion of client business volumes. Principal investment centers include: New York, London, Zurich and Singapore. Through its product and service offerings, and by functioning as the gateway to the resources of Citigroup, GWM provides clients with comprehensive investment and banking choices. Products and services include investment services, global trading services, risk management, credit and lending, alternative investments, real estate services, traditional banking services, trust services, global wealth structuring, art advisory, family advisory practice and law firm advisory services. At the same time, we maintain world-class marketing, operations and technology tools to support our sales force and clients alike.

Roles of an Associate

Roles an Associate may undertake:

• A GWM Operations Associate must pay close attention to details and possess strong analytical skills.
• Accuracy is critical when dealing with large amounts of money where errors could prove costly. While proofing accounts, date and time accuracy is crucial in reconciling and settling thousands of transactions, as most markets have different deadlines.
• Teamwork and communication are essential components of an Associate’s role in Operations and results in working successfully together to achieve departmental targets. Good communication results in increased efficiency and elimination of errors.
• Innovation is very important, as Associates are looked upon to constantly re-engineer existing business processes and achieve efficiencies.
• It is essential the Associate demonstrate solid business partnerships and excellent client service across Global Wealth Management.
• It is important the Associate can define and execute project management deliverables in conjunction with the business sponsor.
• Manage and direct a team of professionals to accomplish overall business objectives.
• Interact and communicate with Senior Management to identify and address specific issues.
• Interpersonal and leadership skills are also important, as we look to develop Associates to become our future leaders.

Our Programs

The Citi GWM Master’s Associate Program offers a fast-track path to becoming a world-class operating platform professional. This opportunity is offered to 7 - 10 exceptional MBA, MS, or MA students per year. As part of this select group, you will be exposed to GWM’s operations, Private Bank services and Private Bank risk and control through a two-year rotational training program. Depending upon your skills and prior experience, your job may involve managing a line function, managing operational risk or participating in a number of strategic projects to support GWM’s sales force and clients. Over two years you will have three rotations, working with a specific team relating to areas such as capital markets operations, securities operations, client reporting, Private Bank services and Private Bank risk and control. Typically you will also have exposure to senior management so that you can learn their insights and perspectives on the dynamic world of financial operations. Currently, all rotations and final placements are located within the United States. However, based on business need, international placements are possible.

Who we are looking for

• Use collaborative approaches to set and build support for Operations' objectives and provide conflict resolution solutions.
• Can be both strong leaders and strong team players to achieve business results.
• Possess an appropriate sense of urgency for fulfilling internal and external client needs.
• Take a well-ordered and logical approach to analyzing problems, organizing work and planning effective business solutions.
• Work to achieve high levels of personal performance and organizational/team success; take initiative to get successful results.
• Lead and engage team members in delivering solutions to achieve maximum results.
• Possess the ability to manage multiple projects and make sound judgments in high-stress situations.
• Persevere in the face of obstacles and challenges; look to continually improve the quality of work processes and maintain high standards of detail and accuracy.
• Speak, write and listen effectively.

Degree: MBA, MS, or MA
Majors: Finance, Operations, Marketing
Five years of professional experience
High achievement orientation, self-motivation, a strong work ethic
Strong analytical and critical thinking skills.
Demonstrated industry knowledge.
Demonstrated leadership potential.
Excellent interpersonal skills and presentation skills.
Strong written and verbal communications skills.
GPA 3.0

Recruitment Process

Citi Global Wealth Management begins the formal Operations recruiting process in September in the form of an on-campus presentation. All students are invited to attend this event to learn about the culture, the business, and the operations function at Citi. Subsequently, job descriptions are posted through university career centers. All students will need to apply via career services with their school as well as to the Citi graduate recruitment website. Once all resumes have been collected and reviewed, a closed, targeted list of first-round interview candidates is compiled. First-round interviews take place in the September-October timeframe and successful interviewees subsequently go directly to Super Day. Citi on-campus interviews are typically 30 - 45 minutes; Super Days typically consist of three to four 30 - 45 minute interviews with a committee of Operations professionals. Offers are given as soon after Super Day as possible.

Stage 1: On-Campus Presentations: beginning in September. Interested applicants are encouraged to attend.

Stage 2: Applications: submitted via your career services AND the Citi website. Campus Recruitment reviews applications.

Stage 3: First-Round Interviews: take place on campus in the September/October time frame. Citi on-campus interviews are typically 30 - 45 minutes.

Stage 4: Super Day: successful first round interviewees are invited to our Super Day. This day typically consists of three to four 30-minute interviews with a committee of   Operations professionals.

Stage 5: Offers: extended by the graduate recruiting team as soon after the Super Day as possible.

Internship

Citi Global Wealth Management, begins the formal Operations recruiting process in February in the form of an on-campus presentation. All students are invited to attend this event to learn about the culture, the business, and the operations function at Citi. Subsequently, job descriptions are posted through university career centers. All students will need to apply via career services at their school as well as on the Citi website. Once all resumes have been collected and reviewed, a closed, targeted list of first-round interview candidates is compiled. First-round interviews take place on campus in March and successful interviewees subsequently go directly to Super Day. The on-campus interviews are typically 30 minutes; Super Days typically consist of three to four 30-minute interviews with a committee of Operations professionals. Offers are given as soon after the Super Day as possible.

Stage 1: On-Campus Presentations: beginning in February. Interested applicants are encouraged to attend.

Stage 2: Applications: submitted via your career services AND the Citi website. Campus Recruitment reviews applications.

Stage 3: First-Round Interviews: take place on campus in the March time frame. Citi on-campus interviews are typically 30 minutes.

Stage 4: Super Day: successful first round interviewees are invited to our Super Day. This day typically consists of three to four 30-minute interviews with a committee of Operations professionals.

Stage 5: Offers: extended by the Campus recruiting team as soon thereafter the Super Day as possible.

Where

• New York Metro
• Maryland