Portfolio Management – Citi Ventures

Citi • New York, NY

7d • $98,960 - $148,440

About The Position

Citi Ventures is Citi’s strategic investing and innovation arm, investing in emerging technologies and supporting innovation across the firm through Strategic Investing, Partnerships & Venture Development, and Business Development. The portfolio coverage team provides operational, analytical, and program management support to these activities, helping drive consistency across venture investing, improve operational effectiveness, and advance strategic initiatives and process improvements.

This role offers exposure to venture investing, portfolio management, commercialization, and business management. The successful candidate will work with stakeholders across Citi Ventures and partner functions, including Finance, Controllers, Legal, Compliance, Risk, and Operations, to improve coordination, transparency, and consistency across Citi Ventures.

Requirements

• Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field.
• 2–5 years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or a related field.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to producing 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.

Responsibilities

• Support monitoring of existing venture portfolio companies within enterprise and fintech coverage.
• Assist with Quarterly Portfolio Review and LP reporting, including gathering company updates, reviewing financial performance, and preparing supporting materials.
• Maintain portfolio company profiles, capitalization tables, valuation analyses, and investment tracking materials.
• Contribute to portfolio company onboarding and ongoing portfolio management processes.
• Help develop and maintain portfolio dashboards, reporting tools, and CRM data.
• Support commercialization initiatives and prepare materials for portfolio companies and business partners.
• Build and maintain working relationships with internal stakeholders and innovation-focused teams across Citi.
• Prepare senior management updates, business reviews, committee materials, and leadership presentations.
• Provide analytical support to the Venture Investing team, including pipeline tracking, portfolio monitoring, and performance reporting.
• Support business initiatives, process enhancements, and strategic projects across the team.
• Develop dashboards and reporting tools to track team objectives, portfolio metrics, and operational performance.
• Coordinate deliverables, project milestones, and key governance activities.
• Support strategic planning exercises and team initiatives aligned with Citi Ventures' priorities.
• Provide ad hoc analytical and operational support for management requests and business needs.
• Assist with operational processes for new venture investments, including documentation and funding activities.

Benefits

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

What This Job Offers

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