Performance Measurement Specialist

The Performance Reporting Analyst is an SME level position responsible for assisting in a variety of Performance Measurement activities in coordination with the Operations - Multiple Services team. The overall objective of this role is to assist in the calculation of daily and periodic Performance Reports for funds and the distribution of associated unit prices.

Responsibilities:

• Monitor the work activities to ensure timeliness/accuracy of the funds activities in a department, including Performance Reports distribution factors
• Assist in reviewing stock and cash reconciliations as a Checker to ensure the exceptions noted have no NAV impact and items cleared are treated correctly
• Ensure corporate actions are correctly reflected in Performance Reports
• Assist in handling complex issues
• Facilitate prompt investigation and resolution of any client queries in a timely and professional manner
• Ensure client Service Level Agreement (SLA) and deadlines are met
• Assist in the collection and analysis of relevant management information from an operational and client perspective
• 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:

• Relevant experience preferred
• Experience in accounting, finance, or business-related area
• Experience within Financial Services or Operations
• MBA graduates, CFA certification or CIPM preferred
• Proven experience in Performance Measurement
• Knowledge of Performance Reports services and processes

Education:

• Bachelor’s degree/University degree or equivalent experience

Performance Reporting Tools - Factset