Portfolio Manager - Credit Financing Team - AVP

Citi • New York, NY

5d • Onsite

About The Position

Join the in-business portfolio management team within the Credit Financing business. This role is designed for a professional with a strategic mindset towards data. You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects. The role will support the strategy, maintenance, execution, and governance of data across the portfolio.

Requirements

• 5-8 years of experience in a related role
• Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows
• Aptitude in data management, with ability to track, action, and drive process as applicable
• Awareness of regulatory frameworks, including but not limited to; Basel Capital Calculations and reporting requirements
• Familiarity with technology-driven process improvements, task automation, and control optimization
• Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy
• Strong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements)
• A passion for data integrity, governance, and strategy
• Analytical Rigor. Strong attention to detail is key
• Organized and focused on process optimization and automation
• Proven ability to work effectively in a team setting, manage stakeholders, and collaborate across functions
• Desire to deepen understanding of regulatory and compliance frameworks
• Foundational knowledge of Credit Risk and corresponding controls
• Familiarity with driving change via Technology at scale
• Proficiency in Excel is mandatory

Nice To Haves

• Knowledge of Credit Financing and Securitizations is preferred but not required
• knowledge of VBA, SQL, or other data analysis tools is a plus

Responsibilities

• Act as the primary steward across data supporting the portfolio.
• Design and implement strategies for data modeling, storage, and hygiene across our suite of applications.
• Spearhead the assimilation of complex financial data (e.g., Borrowing Bases) into internal systems.
• Develop, support, and manage processes for seamless data ingestion, validation, and reporting.
• Proactively interface with clients, originations, and underwriting teams to resolve data quality issues, ensuring the accuracy and integrity of information from its source.
• Leverage portfolio data to proactively assist in managing Credit Risk.
• Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insights.
• Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks.
• Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technology.
• Collaborate with cross-functional technology partners to design, develop, and execute strategic initiatives that enhance data infrastructure and support long-term business objectives.

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: Mid Level