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For Companies At a Glance
- Tasks: Support billing and client commissions in a global financial team.
- Company: Join Citi, a leading global financial institution focused on responsible growth.
- Benefits: Enjoy 27 days holiday, private medical insurance, and employee discounts.
- Why this job: Gain valuable experience in financial services while developing essential skills.
- Qualifications: Attention to detail, Excel proficiency, and a collaborative mindset are key.
- Other info: This is a full-time entry-level role based in Belfast.
The predicted salary is between 28800 - 48000 £ per year.
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving, and communication to Citi's Commission Management Services team. By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Team/Role Overview
The Transaction Analyst is an entry-level position responsible for providing analytic and administrative support for the billing of research services and the processing of client commissions through CSA's and RCCA's. The role's overall objective is to maintain complete records and process payments accurately and timely.
What You'll Do
- This role is within the Global Cash Equity Middle Office, working as part of a global team that administers Commission Sharing Agreements (CSA's) and Research Commission Collection Agreements (RCCA's) on behalf of the Sales Desk.
- Responsibilities include invoicing and collecting research payments from clients globally, administering and processing client rebates, and invoicing and collecting funds as part of the Cost Plus trading process.
- Check invoices for accuracy and completeness before issuing to clients.
- Reconcile client files against Citi's records.
- Identify and claim funds paid into Citi from clients.
- Process invoices for payments on behalf of clients.
- Act as point of contact for client queries.
What We'll Need from You
- Relevant experience with knowledge of general ledger preferred.
- Commitment to cooperative and collaborative working.
- Experience using Microsoft Office, particularly Excel.
- Attention to detail and problem-solving skills.
- Ability to manage multiple tasks, meet deadlines, and prioritize effectively.
What We Can Offer You
This is an entry-level role that offers the opportunity to gain in-depth knowledge of financial services operations, especially in Cash Equity trade flows. Daily challenges will help you develop new skills to advance your career. We prioritize our employees' well-being and provide benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure.
- Discretionary annual performance bonus.
- Private medical insurance.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Employee discounts for family and friends.
- Access to learning and development resources.
Citi is committed to creating an inclusive workplace where everyone can thrive and be their authentic selves.
Transaction Analyst - Citi employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Analyst - Citi
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Transaction Analyst, especially around invoicing and client communication. Understanding these tasks will help you articulate your relevant skills during any discussions or interviews.
✨Tip Number 2
Brush up on your Excel skills, as this role requires proficiency in Microsoft Office. Consider taking an online course or using tutorials to enhance your data analysis capabilities, which will be beneficial when discussing your experience.
✨Tip Number 3
Network with current or former employees at Citi, particularly those in similar roles. They can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 4
Prepare to discuss your problem-solving skills and attention to detail. Think of specific examples from your past experiences where you successfully managed multiple tasks or resolved issues, as these are crucial for the role.
We think you need these skills to ace Transaction Analyst - Citi
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Transaction Analyst at Citi. Familiarise yourself with terms like Commission Sharing Agreements (CSA's) and Research Commission Collection Agreements (RCCA's) to demonstrate your knowledge in your application.
Tailor Your CV: Highlight relevant experience in your CV, especially any analytical or administrative roles you've held. Emphasise your skills in Microsoft Excel and attention to detail, as these are crucial for the position.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your problem-solving abilities and commitment to collaborative working. Mention specific examples from your past experiences that align with the job requirements.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is accurate and complete. A polished application reflects your attention to detail.
How to prepare for a job interview at Jobs via eFinancialCareers
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Transaction Analyst. Familiarise yourself with terms like Commission Sharing Agreements (CSA's) and Research Commission Collection Agreements (RCCA's), as well as the importance of accuracy in invoicing and client communication.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical skills and how you've applied them in previous experiences. Be ready to provide examples of how you've solved problems or improved processes, especially in financial contexts.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss how you ensure attention to detail in your work. You might want to share specific instances where your meticulousness made a difference in your previous roles.
✨Familiarity with Microsoft Excel
As proficiency in Excel is crucial for this position, be ready to talk about your experience with it. Consider mentioning any specific functions or tools you are comfortable with, and how you've used Excel to manage data or perform analyses.
