Services Capital Allocation and Management, Lead Analyst – VP

Citi • New York, NY

1d • $142,320 - $213,480 • Onsite

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

• Coding / Advanced macros / SQL / Python a plus

Responsibilities

• 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
• 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

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

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