Citi Services is one of Citi’s five interconnected businesses and at the heart of Citi’s global network. Citi Services includes Treasury & Trade Solutions (TTS) and Investor/Issuer Services. TTS provides an integrated suite of Liquidity, Payments and Trade/Working Capital solutions to multinational corporations, financial institutions, public sector organizations and increasingly mid-sized corporate clients. Investor/Issuer Services provides global institutional clients a wide range of solutions, including custody, fund services, execution services and issuer services.
Capital optimization is a critical area for Citigroup and represents a significant challenge facing the financial services industry. As a firm, our ability to effectively lead in this area will be a significant determinant of our future competitiveness. It also helps satisfy a regulatory requirement for enhanced connection between strategic planning and capital planning.
Balance Sheet and Capital Management (BSCM) is a specialized team responsible for ensuring effective and efficient use of Services’ balance sheet with the goal of improving return on capital measures. The team coordinates and collaborates closely with colleagues in Liquidity Management Services as well as Investor/Issuer Services.
Services Capital Allocation and Management, Lead Analyst, plays a critical role in Services’ capital and balance sheet strategy by directing capital strategy at the client level in order to align balance sheet usage with client priority. The successful candidate will execute current client-oriented capital programs and accountability framework within Trade and Working Capital Solutions and expand them to the Services-wide level in order to deploy capital across highest returning clients and products.
Key responsibilities:
The key areas of responsibility of the role are:
Execute and maintain client-level capital-investment for monthly and quarterly processes, through close collaboration with Trade & Working Capital Solutions Sales and Cluster managers
Analyze client pricing and remediate modeling assumptions of transaction returns to trouble-shoot deal-level drivers of client returns profile. Identify inconsistencies in client financials/TCE, Services RWA, and other Services capital metrics (GSST/CECL); escalate systemic issues and create Data Concerns, identify root causes, and influence automated solutions
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Maintain portfolio-level metrics for capital-investment programs, and prepare monthly/quarterly updates
Expand client-level applications of capital-investment to the Services level, in conjunction with Banking and Markets partners, including Trade and Working Capital Solutions’s successful Asset Optimization Program
Key Competencies:
Required to dive into details, to execute and enhance robust capital allocation methodology
Wholesale Credit Orientation: Experience working with Risk / Treasury / Finance and Technology / Operations partners; exposure to RWA, TCE, capital, liquidity measures, and modelling concepts (PD, LGD)
Possess a Client Mindset, i.e familiarity with client perspective as well as banking solutions and products including cash management, trade, payments, securities services, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market product
Understand Portfolio Management, i.e how Services’ exposure to client and counterparties combines into the global portfolio and fits into the portfolio’s lifecycle
Extremely high attention to detail and organizational skills
Comfortable manipulating different data sources to analyze and answer business problems
Innovation mind set and intellectual curiosity
Ability to partner well with a range of stakeholders in the firm to drive objectives to delivery, strong interpersonal skills to identify and resolve conflict to mitigate roadblocks
Qualification:
Bachelor’s degree in Finance, Economics, Engineering, Computer Science, Mathematics, or related fields; Master’s degree preferred
6+ years relevant experience in the Financial Services Industry
Understanding of Financial instruments and Products as well as Risk and Corporate Banking functions
Familiarity with US regulatory capital rules; internal allocation methodologies is a plus as is exposure to RWA, TCE, and liquidity measures
Proven analytical skills for executing data analysis and quantitative strategies
Highly proficient in Excel / PowerPoint / Tableau
Coding / Advanced macros / SQL / Python a plus
A demonstrated history of delivering on initiatives
Highly motivated with attention to detail, team oriented, and strong organizational skills
Excellent interpersonal, influencing, facilitation, and partnering skills with key stakeholders and senior management
Business Analysis ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
Primary Location:
New York New York United States ------------------------------------------------------
Primary Location Full Time Salary Range:
$142,320.00 - $213,480.00
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.
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.
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.
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