Job Description

The Operations and Business Management Associate is a core member of the Community Investing and Development (CID) team, which works to advance economic opportunity through impact investing, employee volunteerism, the philanthropy of the Citi Foundation and fulfillment of regulatory obligations including the Community Reinvestment Act in the U.S. This role will provide dedicated operational capacity, business management support and workflow coordination across the expanding CID portfolio.

Responsibilities:

• Daily Business Operations & Execution: Manage day-to-day business management operations supporting CID program activities, resource allocation tracking and administrative cadences.
• Dashboards & Performance Metrics: Design, maintain, and publish operational tracking dashboards, key performance indicator (KPI) scorecards and management reporting packages to provide clear visibility into departmental milestones and project backlogs.
• Process & Workflow Optimization: Establish, maintain, and govern Standard Operating Documents (SODs) and process maps to eliminate operational bottlenecks, harmonize workflows and drive continuous operational improvements.
• Executive & Departmental Reporting: Coordinate recurring operational reviews, leadership updates and executive briefing materials, filtering and synthesizing complex operational data from multiple workstreams into clear management presentations.
• Operational Problem Solving: Act as the first point of contact for operational inquiries, analyzing process bottlenecks and implementing practical, scalable workflow solutions.

Qualifications:

• Experience: 3+ years of relevant experience in business management, banking operations, project management or operational process improvement.
• Analytical & Reporting Skills: Advanced proficiency in MS Excel (data analysis, modeling) and MS PowerPoint (executive presentations, dashboard visualizations).
• Process Management: Demonstrated ability to map workflows, develop standard operating documents (SODs), and implement process efficiencies.
• Communication: Exceptional written, verbal, and interpersonal communication skills with the ability to synthesize operational data for diverse audiences.
• Planning & Organization: Highly organized, proactive team player with proven ability to prioritize multiple complex deliverables in a dynamic environment.
• AI Fluency & Workflow Innovation: Demonstrated proficiency with enterprise generative AI platforms and digital productivity.

Education:

• Bachelor’s degree or equivalent experience.

Job Family Group:

Communications and External Relations

Job Family:

Community Development

Time Type:

Full time

Primary Location:

NC-CHARLOTTE (BALLANTYNE)

Primary Location Full Time Salary Range:

$81,600.00 - $122,400.00

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:

Dec 06, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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.

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View Citi’s EEO Policy Statement and the Know Your Rights poster.