The Business Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.
Responsibilities:
Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
Develop analytics to track value realization from key investments and initiatives.
Ensure data quality and integrity in all reporting and analytics deliverables.
Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
Prepare and present findings to senior management to support strategic decision-making.
Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount
Consolidate bi-weekly Resource Justification submission requests for ‘time and materials’ and ‘fixed price’ resources globally
Interface with global Relationship Managers to ensure suppliers are consistent with resource and location strategy
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation
Review data for accuracy and create required reporting to manage the data
Recommended Qualifications:
8-10 years of relevant experience
Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
Experience with databases and info
📌 Wealth COO Office (Gurugram)
🏢 Citi
📍 Gurugram