About The Position

The Operations and Business Management Associate is a core member of Citi’s Community Investing and Development (CID) team, which advances economic opportunity through impact investing, employee volunteerism, Citi Foundation philanthropy, and fulfillment of regulatory obligations, including the Community Reinvestment Act in the U.S. The role provides dedicated operational capacity, business management support, and workflow coordination across the expanding CID portfolio.

Requirements

  • At least 3 years of relevant experience in business management, banking operations, project management, or operational process improvement.
  • Advanced proficiency in MS Excel, including data analysis and modeling.
  • Advanced proficiency in MS PowerPoint, including executive presentations and dashboard visualizations.
  • Demonstrated ability to map workflows, develop standard operating documents (SODs), and implement process efficiencies.
  • Exceptional written, verbal, and interpersonal communication skills, with the ability to synthesize operational data for diverse audiences.
  • Highly organized, proactive team player with the ability to prioritize multiple complex deliverables in a dynamic environment.
  • Demonstrated proficiency with enterprise generative AI platforms and digital productivity.
  • Bachelor’s degree or equivalent experience.

Responsibilities

  • Manage day-to-day business management operations supporting CID program activities, resource allocation tracking, and administrative cadences.
  • Design, maintain, and publish operational tracking dashboards, KPI scorecards, and management reporting packages that provide visibility into departmental milestones and project backlogs.
  • Establish, maintain, and govern Standard Operating Documents (SODs) and process maps to eliminate operational bottlenecks, harmonize workflows, and drive continuous operational improvements.
  • Coordinate recurring operational reviews, leadership updates, and executive briefing materials; synthesize operational data from multiple workstreams into clear management presentations.
  • Serve as the first point of contact for operational inquiries, analyze process bottlenecks, and implement practical, scalable workflow solutions.

Benefits

  • Medical, dental, and vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off, including vacation, sick leave, and paid holidays
  • Discretionary and formulaic incentive and retention awards may be available to eligible employees
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