US-NY: New York-GWM - Finance Manager, Investments Finance (CR)
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US-NY: New York-GWM - Finance Manager, Investments Finance (CR)         

Group: aol.neighborhood.nj.jerseycity · Group Profile
Author: JobCircle.Com
Date: Feb 4, 2008 04:05

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Job Title: GWM - Finance Manager, Investments Finance (CR)
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-02-03

Company Name: Citi
Contact: Human Resources
Phone: email only please
Fax: email only please

Description: GWM - Finance Manager, Investments Finance (CR) – 08001587

Job Description

Apply Online

Description

CITI Global Wealth Management (GWM), Investments FINANCE TEAM Senior Financial Analyst Global Wealth Management (GWM) was formed in 2004 to combine the Citi Private Bank, Smith Barney Private Client and Smith Barney Global Equity Research, creating one of the largest wealth managers in the world. This effectively combined two distribution platforms to target high net worth and affluent clients. Global Wealth Management Investments is part of Global Wealth Management sector, and focuses on product development, training on GWMs products and services and assisting bankers and financial advisors in selling programs and services to high net worth and affluent clients. This position will be a part of a dynamic, growing Finance team that supports all of the GWM Investment business.

RESPONSIBILITIES: * Support Senior Management of Global Wealth Management Investments Finance through analysis and monthly financial reporting of $250Mm + expense budget; * Various special projects, include profitability analysis, finance coordination for new or existing businesses; * Assist in the preparation and coordination of the planning and quarterly re-forecasting process; work with business managers for expense and headcount analysis; * Assist in the preparation and coordination of the monthly close, internal audit and Risk Control Self Assessment requirements; * Assist Director of Finance with various ad hoc reporting requests; * Assist in the creation of new reporting as business needs dictate; * Perform ad hoc projects to support department managers and Smith Barney Senior Management.

Specifications / Qualifications QUALIFICATIONS: * Bachelor’s degree required; MBA a plus; * Minimum 5 years experience in financial reporting and analysis functions; Financial Services industry a huge plus; * A great aptitude for numbers, producing strong analytics and computer modeling; * Strong computer skills, MS Excel, Powerpoint and Access; knowledge of Essbase and Business Objects is a plus; * Excellent communication skills, both written & verbal required; * Highly organized with excellent attention to detail; * Desire to work in a team based environment and contribute as a team player.

Profile Job Function Finance Location NAM-US-NY-New York Employee Status Full-time Education Level Bachelors Degree Shift Day Job Employee Type Regular Exempt Status Exempt Travel No

Additional Information Posting Date Jan 14, 2008, 04:01 PM, Montreal, New York, Washington D.C. - (UTC -5:00) Number of Positions 1

Relocation No Business Area Global Wealth Management Alternate Requisition Number N/A Brief Description of the Organization Smith Barney is the global private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 financial consultants in some 624 offices, Smith Barney offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, cash and portfolio management, as well as retirement, education and estate planning. A division of Citigroup Global Markets Inc., the firm currently has more than 7.7 million client accounts, representing $1,015 billion in client assets. Office Location / Address 787 7th Avenue, 32nd Floor, NY, NY 10019

Please refer to Job code citigroup-596741 when responding to this ad.

For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1106085.html?source=ng to apply online.

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For fastest processing of your resume, this employer asks that
you apply to this job using the URL above.
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