About the position
Citigroup Global Markets Inc. seeks a Product Manager for its New York, NY location. The role involves coordinating new client onboarding as an Execution to Custody 'E2C'/Wholesale Product Specialist subject matter expert. The Product Manager will work closely with the Custody Implementation lead(s) to synchronize the client setup and testing to ensure operational readiness. Additionally, the role supports the Regional Product Lead and Sales in Requests for Pricing 'RFPs' by conducting pricing analysis and other prospecting efforts, utilizing product expertise and research. The Product Manager will also collaborate with the electronic trading desk and E2C product team on correspondence with clients or prospects that involve new or customized solutions. Responsibilities include planning, budgeting, and formulating policies and procedures within the E2C/Wholesale Product, preparing revenue reports for senior management, and performing root cause analyses using Excel and VBA. The role requires maintaining the technology Book of Work and architecting client reports by building custom SQL queries directly in the data warehouse. The Product Manager acts as the first Point of Contact ('Level 1') for queries or issues about the E2C process and coordinates the investigation and closure of queries or production issues with Operations. The position also involves liaising with Equities Traders and clients to discuss issues related to the E2C/Wholesale Product and utilizing an understanding of the global Equities market to identify client workflows and address any gaps. The Product Manager will draft and review documentation required to make changes within technology systems to support new client flows onboarding. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.
Responsibilities
- Coordinate new client onboarding as an Execution to Custody 'E2C'/Wholesale Product Specialist subject matter expert.
- Work closely with the Custody Implementation lead(s) to synchronize client setup and testing.
- Support the Regional Product Lead and Sales in Requests for Pricing 'RFPs' by conducting pricing analysis.
- Collaborate with the electronic trading desk and E2C product team on correspondence with clients or prospects.
- Plan, budget, and formulate policies and procedures within the E2C/Wholesale Product.
- Prepare revenue reports for senior management and perform root cause analyses using Excel and VBA.
- Maintain the technology Book of Work and architect client reports by building custom SQL queries.
- Act as the first Point of Contact ('Level 1') for queries or issues about the E2C process.
- Coordinate the investigation and closure of queries or production issues with Operations.
- Liaise with Equities Traders and clients to discuss issues related to the E2C/Wholesale Product.
- Utilize understanding of the global Equities market to identify client workflows and address gaps.
- Draft and review documentation required to make changes within technology systems.
Requirements
- Bachelor’s degree, or foreign equivalent, in Finance, Business Administration, Business Management, or a related field.
- Four (4) years of experience in the job offered, or in a related quantitative occupation developing products for the financial services industry.
- Experience in re-designing operational, settlement, and order management flows to improve settlement efficiency.
- Conducting cost-benefit analysis of new product development utilizing data analytics in SQL.
- Experience in data visualization in Microsoft Excel (including VBA) and equity market micro-structures across the US, LatAm and EMEA regions.
- Creating business requirement documents in collaboration with Tech teams to implement workflow enhancements.
- Ensuring governance of product enhancements and implementation following established testing frameworks.
- Creating and managing a robust book of work that enhances the banking experience using Confluence and JIRA.
- Documenting customer pain points through customer outreach and data tracking, analysis and visualization.
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays
