WA Test Analyst-6

July 16, 2026

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The Capital Markets Specialist is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.

Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.

Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner.

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

This role is based within the Capital Markets Group, covering direct client activity in equity cash, listed derivatives and light OTC exotic equity product (delta one, OTC accumulators, barrier options). This position will be as a member of the team involved in covering private clients directly.
Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank equity trading clients directly and indirectly.
•Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives. Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
Develop and update market intelligence to introduce single stock ideas through Citi Research and CPB research functions.
Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
Responsible for increasing sales across the product set from cash equities and listed derivatives to OTC derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
Increase connectivity and engagement between Markets and Citi Private Bank clients and staff.
Actively participate in daily morning meetings and marketing team sales calls
Assist with the roll-out and development of the IT projects needed to expand and improve on the platform
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 relevant experience
Experience in sales and trading of Equity products required / Sales or Sales/Trading background across Equity Markets required / Active experience in selling listed derivatives required / Active experience in selling OTC equity derivative
Good interpersonal and communication skills essential / Strong IT skills essential / Ability to develop strong working relationships across functional and geographical lines / Ability to work to tight deadlines / Fluent spoken and written English.
Regulated role with applicable/mandatory licenses and/or qualifications.

Education:

Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Product Services

Job Family:

Investment Capital Markets

Time Type:

Full time

Primary Location:

Tampa Florida United States

Primary Location Full Time Salary Range:

$86,330.00 - $120,470.00 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

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