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Data analyst role delivering client insights at Citi's Client Delivery team.
Supports senior leaders and drives ROI for strategic events while leveraging AI tools.
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Job Overview
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Client Delivery is a key pillar within the Client Organization, responsible for coordinating and delivering client practices. The team operates at the intersection of client relationship management, technology, analytics, and operational execution. It provides consistent client metrics, segmentation, and insights across businesses and regions and is responsible for the implementation of cross-divisional client metrics including revenue, profitability, and market share, as well as client segmentation based on client activity and future opportunity.
Acting as a strategic intermediary between various senior groups across Citi, the Client Delivery team works closely on high-impact projects with the Executive Management Team, Chiefs of Staff, Executive Assistants, and the broader Client Organization.
The team is involved in developing, maintaining, and governing key internal Citi-wide applications on Citi Client Central - including Account Planning, Voice of Client and Briefing Memo, among others - that help drive the commercial objectives of the firm.
In this role, you’re expected to:
- Support Senior Client Engagement efforts for the CEO, Executive Management, and Global Chairs; develop new ideas and methods to elevate senior presence in ways that benefit Citi as a whole
- Drive client prioritization efforts for senior leadership ahead of high-profile strategic events such as Davos, Milken, IMF Annual Meetings, and similar global forums - ensuring targeted engagement with the right clients to maximize impact and relationship outcomes
- Calculate and determine the return on investment (ROI) of strategic events, analyzing client engagement outcomes, opportunity flow, and revenue attribution to assess effectiveness and inform future participation strategies
- Provide reports for various Citi-wide initiatives, reviewing senior performance using Revenue, Wallet, Capital, and Returns metrics
- Create and distribute bi-weekly Senior Client Engagement dashboards, daily executive movement alerts, monthly client deal activity summaries, and similar client-related materials to the Executive Management Team, Global Chairs, and Senior Coverage Team
- Lead the development, integration, and maintenance of the Briefing Memo tool on Citi Client Central - a critical application designed to equip the Executive Management Team and senior leaders with comprehensive, data-driven client profiles ahead of key meetings and engagements. Ensure the tool delivers timely and accurate insights covering revenue performance, deal activity, and strategic opportunities to enable informed and impactful client interactions
- Support the development, enhancement, and data reporting of the Account Planning tool on Citi Client Central, which sets the foundation for executing the firm’s client growth and returns strategy.
- Provide data support for various strategic projects that drive insights and actions across the business
- Respond to ad-hoc analytical needs of Senior Management
- Leverage AI and emerging technology capabilities like Citi Workspaces and Microsoft Copilot to enhance productivity, streamline reporting workflows, and generate data-driven insights, driving efficiency and innovation across the team's deliverables
As a successful candidate, you’d ideally have the following skills and exposure:
- Capability to analyze large sets of data, interpret analytic results and suggest actionable next steps within a predetermined framework
- Exceptional communication skills including face-to-face, verbal and written; temperament to engage senior management and leadership on analytics
- Advanced knowledge of Microsoft Excel, Power Query and PowerPoint with the ability to create “board-ready” documents; some experience with SQL, Python, Tableau and/or Business Objects is preferred
- Familiarity with AI-powered tools such as Citi Workspaces and Microsoft Copilot to enhance productivity, automate workflows, and generate data-driven insights
- Excellent interpersonal skills and ability to act as a team player; ability to foster relationships with individuals across the globe and with different points of view
- Excellent organizational skills and diligence with an ability to prioritize multiple tasks and deliver results under pressure
- Knowledge of Citi’s client activity databases and competitor wallet is a distinct advantage
Education
Bachelor’s/University degree or equivalent experience
Shift Time – UK hours – 1 PM IST
Job Family Group
Decision Management
Job Family
Business Analysis
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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