The Agency & Trust Analyst is an intermediate level position responsible for processing and monitoring client instructions in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the client support on regards settlement investigation of Agency & Trust securities and cash transactions.
**Responsibilities**:
- Support clients on pension funds operational requirements
- Tracking client instructions with different operations teams ( settlements, taxes, statements)
- Identify and resolve client issues, and make process improvement recommendations to leadership
- Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
- Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements
- Escalate transaction processing issues to the appropriate department and collaborate on a solution
- Design and analyze moderately complex reports, in coordination with standards set by direct leadership
- Assist with control activities, and the launch of new products and services
- Ensure processes adhere to audit and control policies




**Qualifications**:
- 0-2 years of relevant experience
- Fundamental understanding of Treasury products, accounting and regulatory policies
- Proven ability to perform various concurrent activities/projects in a high-risk environment
- Communication skills
- skills to work under pressure
- Ability to work in a fast-paced environment
- Demonstrated knowledge of macros
- Intermediate English as a required skill (reading, writing and speaking)
**Education**:
- Bachelor’s Degree/University degree or equivalent experience in Business, Accounting, or Finance
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**Job Family Group**:
Operations - Transaction Services
- **Job Family**:
Securities and Derivatives Processing
- **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.-
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📌 Agency & Trust AnalystCiudad de Mexico (Ciudad de México)
🏢 Citi
📍 Ciudad de México