Securities & Derivatives Lead Analyst

Citi Handlowy

Not specified (assumed to be hybrid based on industry norms).
12-15 years operations experience
6-8 years team leadership
Non-us tax operations expertise
Citi Handlowy seeks a Securities & Derivatives Lead Analyst to oversee non-US tax operations within its Wealth Tax Operations team. The role entails managing tax processes, improving operational efficiencies, and ensuring compliance with tax regulations, requiring significant experience in tax operations and team leadership

Job Summary

  • The role ensures accurate, timely, and complete fulfillment of tax controls and reporting obligations imposed by various Tax Authorities.
  • This position is instrumental to Private Bank Operations and serves as a trusted partner to Senior Management, Risk, Control, Legal, and Compliance Teams.
  • The incumbent will manage end-to-end withholding tax processes while supporting growing volume of APAC and Americas reclaim activity.

Matching Summary

Match Score: 85

Citi Handlowy seeks a Securities & Derivatives Lead Analyst to oversee non-US tax operations within its Wealth Tax Operations team. The role entails managing tax processes, improving operational efficiencies, and ensuring compliance with tax regulations, requiring significant experience in tax operations and team leadership.

Skills & Requirements

Must-have

  • 12-15 years Operations experience
  • 6-8 years team leadership
  • Non-US tax operations expertise
  • Withholding tax process management
  • Cross-functional stakeholder collaboration
  • MS Project Excel Visio proficiency

Nice-to-have

  • MBA in finance and banking
  • Emerging technology awareness
  • Strong interpersonal influence skills
  • APAC and Americas reclaim knowledge
  • Risk control culture oversight

Key Requirements

  • Minimum 12-15 years in Operations
  • Minimum 6-8 years leading teams
  • Solid experience in Indirect and Withholding Tax
  • Bachelor's degree or MBA preferred
  • Deep understanding of Investment Products

Work Rights

Not specified

Tailored Resume

Cover Letter