Portfolio Manager - Credit Financing Team - AVP
About The Position
Join the in-business portfolio management team within Citi’s Credit Financing business. This role supports the strategy, maintenance, execution, and governance of data across the portfolio. The Portfolio Manager serves as a central stakeholder in the portfolio’s data lifecycle, supporting data integrity, data strategy, and data-centric projects. The position stewards portfolio data and designs and implements strategies for data modeling, storage, and hygiene across the team’s applications. It supports the assimilation of complex financial data, including Borrowing Bases, into internal systems and manages processes for data ingestion, validation, and reporting. The role also engages with clients, originations, and underwriting teams to resolve data-quality issues and helps the broader portfolio management team monitor credit quality indicators and initiate data-driven remediation actions. The Portfolio Manager supports automation of portfolio management reporting, including borrowing-base monitoring, valuation, and covenant checks. The role identifies improvements to control frameworks and operational efficiency through technology, and collaborates with technology partners on initiatives to improve data infrastructure and advance long-term business objectives.
Requirements
- 5–8 years of experience in a related role.
- Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows.
- Ability to manage data and track, action, and drive processes as applicable.
- Awareness of regulatory frameworks, including 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.
- Demonstrable ability to comprehend legal documentation, including loan facility agreements.
- Strong attention to detail and analytical rigor.
- Ability to work effectively in a team, manage stakeholders, and collaborate across functions.
- Foundational knowledge of Credit Risk and corresponding controls.
- Proficiency in Excel is mandatory.
- Bachelor’s degree, university degree, or equivalent experience.
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
- Steward data supporting the portfolio and design and implement data modeling, storage, and hygiene strategies across applications.
- Assimilate complex financial data, including Borrowing Bases, into internal systems.
- Develop, support, and manage data ingestion, validation, and reporting processes.
- Interface with clients, originations, and underwriting teams to resolve data-quality issues and ensure the accuracy and integrity of source information.
- Use portfolio data to support credit risk management and monitor key credit quality indicators.
- 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 improve control frameworks and operational efficiency through technology.
- Collaborate with cross-functional technology partners to design, develop, and execute initiatives that enhance data infrastructure.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be offered to eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
