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Officer, Cash Equity Middle Office Intermediate Analyst

Citi (Citi) · Other

Citi is looking for a Cash Equity Middle Office Intermediate Analyst to join its Global Markets Operations team in Taiwan, where you will manage the full lifecycle of cash equity trades and play a key role in ensuring accurate, timely settlement and client service delivery. This is an onsite, intermediate-level position embedded within a fast-paced trading environment, supporting the end-to-end operational flow from trade booking through to reconciliation. Your work directly contributes to the integrity of equity markets activity and the quality of service delivered to Citi's clients.

Responsibilities

  • Manage the complete cash equity trade lifecycle, including trade booking, trade amendments, client services, and reconciliations, ensuring accuracy and timeliness at every stage.
  • Process securities transactions and deliver analytical input to trading desks to support informed decision-making and smooth trade flow.
  • Resolve settlement-related issues promptly, escalating complex cases where needed and recommending practical solutions to prevent recurrence.
  • Identify gaps in current trade flow processes and develop policy recommendations that improve operational efficiency and reduce risk exposure.
  • Monitor transaction errors and implement corrective measures to minimise risk to the firm and maintain operational integrity.
  • Participate in the delivery of assigned projects, including the rollout of new products, services, and platform upgrades within the middle office environment.
  • Support newer team members through on-the-job guidance, contributing to overall team capability and performance.

Required Qualifications & Skills

  • 2 to 5 years of relevant experience in securities operations, middle office, or a related financial services function.
  • Holds a valid Securities Specialist License, as required for this role.
  • Working knowledge of Treasury products, accounting principles, and applicable regulatory frameworks.
  • Ability to apply data analysis tools and methodologies to identify process improvements and support operational decisions.
  • Clear and concise written and verbal communication skills, with the ability to engage effectively across trading, operations, and client-facing teams.
  • Bachelor's degree or equivalent experience in Business, Accounting, Finance, or a related field.

What We Offer

Joining Citi's Global Markets Operations team means working at the centre of equity markets activity in Taiwan, with direct exposure to the full trade lifecycle and a collaborative team environment built on performance and accountability. This is an onsite role that places you at the heart of trading operations, giving you the hands-on experience and professional development needed to grow your career in financial markets.

  • Direct exposure to cash equity markets and the full trade lifecycle, building deep operational expertise in a high-activity trading environment.
  • Opportunities to contribute to process improvement initiatives and platform upgrades, with real impact on how the team operates.
  • Access to Citi's global network and resources, supporting your long-term professional development within one of the world's leading financial institutions.
  • On-the-job learning alongside experienced professionals, with structured guidance to support your growth at the intermediate career stage.
  • A performance-driven team culture where your contributions to trade accuracy, risk reduction, and client service are recognised and valued.

Apply now to bring your securities operations expertise to Citi's Global Markets Operations team in Taiwan and take the next step in your financial markets career.

#LI-GC3

#LI-NA2

花旗誠徵證券結算中檯中階人員,加入台灣全球市場營運團隊,負責管理現金股票交易的完整生命週期,並在結算與客戶服務交付方面扮演關鍵角色。本職位為駐點中階職位,深嵌於高節奏的交易環境中,支援從交易登錄至對帳的端對端作業流程。您的工作將直接維護股票市場業務的完整性,並提升花旗對客戶的服務品質。

工作職責

  • 管理現金股票交易的完整生命週期,涵蓋交易登錄、交易修改、客戶服務及對帳作業,確保每個環節的準確性與時效性。
  • 處理證券交易並向交易台提供分析支援,協助做出明智決策並確保交易流程順暢。
  • 及時解決結算相關問題,視需要進行上報,並提出可行的解決方案以防止問題再次發生。
  • 識別現有交易流程中的缺口,並提出政策建議,以提升作業效率並降低風險敞口。
  • 準時完成每日交易所申報作業,包括當日沖銷交易與綜合帳戶分配,確保完全符合監管要求。
  • 監控交易錯誤並採取糾正措施,將公司風險降至最低,維護作業完整性。
  • 參與指定專案的推進,包括中檯環境中新產品、新服務及平台升級的落地執行。
  • 透過在職指導支援新進團隊成員,提升整體團隊能力與績效表現。

必要資格與技能

  • 具備 2 至 5 年證券作業、中檯或相關金融服務領域的相關經驗。
  • 持有有效之證券商業務員資格證照(本職位必要條件)。
  • 具備資金產品、會計原則及相關法規框架的實務知識。
  • 能夠運用資料分析工具與方法論,識別流程改善機會並支援作業決策。
  • 具備清晰簡潔的書面及口頭溝通能力,能有效與交易、作業及客戶端團隊進行跨部門溝通。
  • 持有商業、會計、財務或相關領域之學士學位或同等學歷。

我們的提供

加入花旗全球市場營運團隊,意味著您將置身於台灣股票市場業務的核心,直接接觸完整的交易生命週期,並在一個以績效與責任為基礎的協作團隊環境中工作。本職位為駐點職位,讓您深入交易作業的第一線,獲得在金融市場發展職涯所需的實戰經驗與專業成長。

  • 直接接觸現金股票市場與完整交易生命週期,在高活躍度的交易環境中建立深厚的作業專業知識。
  • 有機會參與流程改善計劃及平台升級專案,對團隊的運作方式產生實質影響。
  • 獲得花旗全球網絡與資源的支持,助力您在全球頂尖金融機構之一實現長期職涯發展。
  • 與資深專業人士共同學習,並獲得結構化指導,支援您在中階職涯階段的成長。
  • 身處注重績效的團隊文化,您在交易準確性、風險控管及客戶服務方面的貢獻將獲得認可與重視。

立即申請,將您的證券作業專業知識帶入花旗台灣全球市場營運團隊,開啟您金融市場職涯的下一個篇章。

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Job Family Group:

Operations - Transaction Services

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Job Family:

Securities and Derivatives Processing

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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