Apply (opens in new window)

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Sales Support Analyst is an intermediate level position responsible for providing a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team. The overall objective of this role is to provide support/ancillary services to sales people and across all client segments.

Responsibilities:

• Assist multiple production support functions and aid partners in fulfilling sales requirements; design and implement process improvements
• Monitor controls based on regulatory and reporting requirements
• Aid in the customer service process to ensure satisfactory customer service
• Assist the delivery and administration of access media as well as sales tools
• Delivery and administration of access media and sales tools and assist in the overflow of digital self-service media
• Review and provide training material to sales and operations
• Support new products, promotions, and projects defined by the business
• 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:

• 1 to 3 years of relevant experience
• Advance English is require
• Previous banking/analytics experience preferred
• Proficient computer skills with a focus on Microsoft Office applications
• Working knowledge of related industry practices and standards
• Consistently demonstrates clear and concise written and verbal communication

Education:

• Bachelors degree/University degree or equivalent experience

Citi Colombia is committed to equal opportunity, non-discrimination, and the creation of accessible and inclusive workplaces. In accordance with applicable Colombian regulation on the labor inclusion of persons with disabilities, candidates who are in a disability situation and hold an official disability certification issued under the procedure defined by the Ministry of Health and Social Protection are invited to disclose this information voluntarily during the application process, so that, where appropriate, reasonable accommodations, accessibility support, disability quota compliance and internal compliance controls may be facilitated. Any information shared will be treated as sensitive personal data, with restricted access and solely for the legitimate purposes of inclusive recruitment, accessibility, support, and regulatory compliance, in accordance with applicable law and Citi internal policies. The decision to share this information is voluntary and will not affect merit-based assessment, consideration for the role, or equal opportunity in the selection process.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

#LI-MV1

Perfil de Cargo: Analista de Operaciones, Conciliaciones y Gestin Administrativa (Nivel Intermedio)

Resumen del Puesto

El Analista de Operaciones, Conciliaciones y Gestin Administrativa es un rol administrativo y operativo clave dentro de la Sociedad Comisionista de Bolsa. Es responsable de la ejecucin diaria de conciliaciones de ttulos y efectivo (cash), valoracin de portafolios, elaboracin y transmisin de reportes regulatorios, gestin y seguimiento de proveedores del rea operativa, atencin a la lnea telefnica y canalizacin de requerimientos de clientes, as como la preparacin oportuna de respuestas formales dirigidas a entes regulatorios  y despachos judiciales.

El objetivo principal del cargo es garantizar la exactitud contable y operativa de las posiciones en administracin, la continuidad de los servicios de soporte, el estricto apego al marco regulatorio del mercado de capitales y la eficiencia en la gestin de proyectos operativos y herramientas de automatizacin.

Responsabilidades Principales

1. Conciliaciones Diarias y Valoracin de Portafolios

• Conciliacin Diaria de Ttulos y Efectivo: Ejecutar la revisin y cuadre diario de los saldos de ttulos y cuentas bancarias/efectivo frente a custodios locales e internacionales (ej. Depsitos Centralizados de Valores, bancos corresponsales), identificando, investigando y resolviendo partidas conciliatorias de manera oportuna.
• Valoracin de Portafolios: Ejecutar y verificar los procesos diarios de valoracin y liquidacin de portafolios de inversin, asegurando la consistencia de los precios de mercado, saldos y movimientos.
• Operaciones de Clientes: Gestionar el ciclo operativo de las cuentas de clientes (aperturas, traslados de posicin, cobro de dividendos y pagos).

2. Gestin de Proveedores y Proyectos Operativos

• Gestin de Proveedores: Coordinar la relacin operativa y administrativa con proveedores clave del rea (proveedores de infraestructura tecnolgica, sistemas de informacin de precios/mercado, depsitos de valores, etc.), supervisando el cumplimiento de Acuerdos de Nivel de Servicio (SLA) y facturacin asociada.
• Gestin de Proyectos Operativos: Participar en la planeacin y ejecucin de iniciativas y proyectos orientados a la optimizacin, automatizacin de procesos y adopcin de nuevas plataformas dentro del rea de operaciones.

3. Cumplimiento Normativo y Reportes Regulatorios

• Generar, validar y transmitir peridicamente los reportes regulatorios exigidos por los organismos de supervisin y control (Superintendencia Financiera, DIAN).
• Monitorear controles operativos y verificar el apego estricto a las polticas internas de cumplimiento, SARLAFT/PLAFT y gobierno corporativo.

4. Atencin de Requerimientos Legales y Regulatorios

• Gestionar, compilar antecedentes y redactar respuestas formales ante requerimientos de entes regulatorios, entidades de supervisin, juzgados y dems autoridades judiciales/administrativas (embargos, oficios judiciales y solicitudes de informacin), garantizando el cumplimiento de plazos legales y reserva bancaria/burstil.
• Administrar el archivo y trazabilidad de los expedientes normativos y judiciales.

5. Atencin y Servicio al Cliente

• Atender la lnea telefnica y canales formales de atencin al cliente de la Comisionista, resolviendo consultas operativas, emisin de extractos, certificados tributarios y novedades de portafolio.

6. Control de Riesgos y Conducta

• Evaluar y mitigar riesgos operativos, legales y de reputacin en cada trmite, protegiendo los activos y la informacin confidencial de la entidad y sus clientes.
• Escalar con debida diligencia y transparencia cualquier discrepancia o falla de control identificada en la operacin diaria.

Calificaciones y Requisitos

• Experiencia Laboral: 1 a 3 aos de experiencia en reas de operaciones, conciliaciones, administracin o servicio al cliente en Sociedades Comisionistas de Bolsa, Fiduciarias, Bancos o entidades del sector financiero.
• Idiomas:Ingls Intermedio (B1/B2): Capacidad para redactar correos formales, interpretar reportes tcnicos/financieros y sostener comunicacin con Clientes y entidades del mercado.

Conocimientos Tcnicos y Habilidades

• Inteligencia Artificial y Automatizacin: Manejo de herramientas de Inteligencia Artificial generativa y automatizacin para optimizacin de flujos de trabajo, redaccin de informes, anlisis de datos y mejora de procesos operativos.
• Gestin de Proyectos: Conocimiento de metodologas bsicas de gestin de proyectos.
• Mercado Burstil y Financiero: Comprensin slida de la normativa del mercado de valores, mecnica de depsitos centralizados de valores, valoracin de ttulos y conciliacin de cuentas.
• Herramientas Ofimticas: Dominio intermedio-avanzado de Microsoft Excel (tablas dinmicas, frmulas avanzadas y conciliaciones automatizadas) y paquetera Office.

Competencias Conductuales

• Alta atencin al detalle, precisin numrica y rigor analtico.
• Excelentes habilidades de comunicacin escrita formal y atencin telefnica al cliente.
• Capacidad para priorizar tareas bajo cronogramas y plazos regulatorios estrictos.
• Alto sentido de confidencialidad, tica profesional y gestin del riesgo.

Educacin

• Ttulo profesional o de pregrado en Administracin de Empresas, Economa, Finanzas, Contadura Pblica, Ingeniera Industrial o carreras afines.

------------------------------------------------------

Job Family Group:

Consumer Sales

------------------------------------------------------

Job Family:

Consumer Sales Support

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)