Test Client Analyst

The Client Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Analyst Client Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: * Become the interface and point of contact for customers for the pre-execution on-boarding process as well as act as the key point of escalation and timely issue resolution for the customer * Develop and implement client solutions to enhance the on-boarding process * Coordinate the setup and completion of bespoke agreements or arrangements * Create metrics for use in client tracking/improved transparency, globally ensure that strategic goals are met and execute escalation processes for non-standard documentation requests from clients * Lead strong governance and controls * Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure * Build a culture of responsible finance, good governance and supervision, expense discipline and ethics * Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation * Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services * Adhere to all policies and procedures as defined by your role which will be communicated to you * Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe * 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: * 2-5 years of relevant experience * Experience in operational control, change management and customer interaction * Demonstrated ability to be process oriented * Demonstrated ability to multi task in fast-paced environments Education: * Bachelor's degree/University degree or equivalent experience \------------------------------------------------------ Job Family Group: Institutional Sales \------------------------------------------------------ Job Family: Investor Sales \------------------------------------------------------ Time Type: Full time \------------------------------------------------------ Primary Location: Tampa Florida United States \------------------------------------------------------ Primary Location Full Time Salary Range: $69,050.00 – $96,350.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. \------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. \------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. \------------------------------------------------------ Anticipated Posting Close Date: May 14, 2026 \------------------------------------------------------ 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. View Citi’s EEO Policy Statement and the Know Your Rights poster.