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- Tasks: Support billing and client commissions in a global financial team.
- Company: Join Citi, a leading global financial institution focused on client 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: Knowledge of general ledger and proficiency in Microsoft Office preferred.
- Other info: This is a full-time entry-level role based in Belfast.
The predicted salary is between 28800 - 48000 £ per year.
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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.
Additional Information
Job Family Group: Operations – Transaction Services
Job Family: Transaction Capture Services
Time Type: Full-time
Location
Belfast, Northern Ireland, United Kingdom
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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 financial services industry, particularly in areas related to commission management and billing processes. Understanding the basics of Commission Sharing Agreements (CSAs) and Research Commission Collection Agreements (RCCAs) will give you a solid foundation for discussions during interviews.
✨Tip Number 2
Brush up on your Excel skills, as this role requires proficiency in Microsoft Office, especially Excel. Consider taking an online course or using tutorials to enhance your data analysis capabilities, which will be crucial for tasks like reconciling client files and processing invoices.
✨Tip Number 3
Network with professionals already working in the financial services sector, particularly those in operations or transaction services. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare to demonstrate your problem-solving skills during the interview. Think of examples from your past experiences where you successfully managed multiple tasks or resolved issues, as these are key competencies for the Transaction Analyst position.
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 and the importance of accuracy in invoicing.
Tailor Your CV: Highlight relevant experience in your CV, especially any analytical or administrative roles. Emphasise your skills in Microsoft Excel and attention to detail, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your problem-solving skills and ability to work collaboratively. Mention your enthusiasm for the financial services industry and how you can contribute to Citi's mission.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for the role.
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 these will likely come up during your interview.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical skills and how you've applied them in previous roles or projects. Be ready to provide examples of how you've solved problems or improved processes, as this is crucial for the role.
✨Demonstrate Attention to Detail
Since the role involves checking invoices for accuracy and reconciling client files, be prepared to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference.
✨Familiarity with Microsoft Excel
As proficiency in Excel is important for this position, brush up on your Excel skills before the interview. Be ready to discuss any relevant experience you have with data analysis or financial modelling using Excel.
