Investor Operations – Citi Ventures, SVP

Citi • New York, NY

7d • $163,600 - $245,400

About The Position

Citi Ventures is Citi’s strategic investing and innovation arm. It invests in emerging technologies and supports innovation across the firm through Strategic Investing, Partnerships & Venture Development, and Business Development. The Investor Operations team provides operational, governance, analytical, and program management support to these groups, helping improve consistency and effectiveness across venture investing activities and strategic initiatives.

The Investor Operations role supports coordination, transparency, efficiency, and operational excellence across Citi Ventures. It works closely with Citi Ventures leadership and partners across Finance, Controllers, Legal, Compliance, Risk, Operations, and other Citi businesses. The position offers exposure to venture investing, portfolio management, commercialization, business management, and business development.

Responsibilities span governance and performance management, operational support, tooling and process optimization, and portfolio company client development. The role prepares senior leadership materials, supports legal entity governance and control processes, contributes to scorecards and strategic priorities, and helps improve workflows and tools, including the Affinity CRM and Appian Investment Workflow. It also helps deliver the portfolio company client development framework, strengthen founder relationships, and connect portfolio companies to Citi’s capabilities.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field.
• 10 or more years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or a related field.
• Interest in venture capital, startup ecosystems, innovation, and financial services.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to high-quality work.
• Strong written and verbal communication skills, including the ability to develop clear and effective presentations.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with data, financial analysis, reporting, and presentation development.
• Ability to manage multiple workstreams and priorities in a fast-paced, team-oriented environment.
• Strong interpersonal skills and ability to collaborate across functions and levels.
• Self-motivated, proactive, and eager to learn.
• Ability to work independently while seeking guidance when appropriate.
• Demonstrated ability to support projects from inception through execution.
• Positive attitude, intellectual curiosity, and willingness to challenge assumptions constructively.
• Strong organizational skills and ability to adapt to changing priorities.

Nice To Haves

• Master’s degree.

Responsibilities

• Prepare senior business performance management updates and leadership discussion materials, including materials for the Venture Investing Advisory Committee.
• Coordinate and prepare for quarterly Citi Ventures Legal Entity governance meetings.
• Provide broad operational support to the Citi Ventures team.
• Partner with the central Client Business Execution and Client Risk and Control teams on routine and ad hoc deliverables and inquiries.
• Manage updates to the Product Program and internal Best Practices reference guide.
• Represent Citi Ventures and act as a delegate in leadership and control forums across the firm.
• Assess and formulate strategic priorities, ensuring team goals align with Citi Ventures’ mission and objectives.
• Contribute to scorecard and KPI frameworks, goal-setting processes, and performance tracking.
• Participate in responses to Second and Third Line of Defense exams and reviews.
• Participate in wire execution preparation and approvals for new equity venture investments.
• Scale the Citi Ventures CRM (Affinity) feature set and optimize the customized Investment Workflow tool (Appian).
• Identify and implement process improvements and tools to improve productivity and alignment among Citi Ventures groups.
• Lead AI adoption and process optimization across Citi Ventures and the broader Client Organization.
• Improve the portfolio company founder experience through onboarding, access to Citi’s cross-business capabilities, tailored resources, and venture ecosystem connectivity.
• Deliver the portfolio company client development framework, including strategy, materials, and end-to-end initiative execution.
• Build and deepen relationships with internal and external business partners and portfolio companies, and identify client development opportunities.
• Liaise with CCB, Wealth, and Investment Banking to connect portfolio companies with Citi’s capabilities.
• Connect investors, partners, and portfolio companies across the ecosystem; prepare outreach materials and briefings; align stakeholders on progress; and develop strategic approaches.
• Partner with Citi Ventures Marketing and Communications and support and grow the Founders Journey program.
• Maintain and enhance client metrics and tracking systems and produce data-driven leadership updates.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior