USPB & Wealth Treasury - Balance Sheet Mgmt Sr. Analyst - AVP/C12
Citigroup - New York, NY
posted 12 days ago
About the position
This is a senior analyst role in the USPB & Wealth Business Treasury Capital and Liquidity Resource Advisory (CLRA) team, with a primary responsibility of supporting financial resource initiatives and monitoring. The candidate is expected to have or develop subject matter expertise in capital, risk weighted assets, and other financial resources, and to leverage that expertise to support efficient resource management and strategic decisioning. The form of work may shift between analytics, monitoring, advisory, advocacy, or communications/learning depending on the most relevant business need at the time. However, there will be core recurring responsibilities such as maintaining capital returns governance, advising on capital and returns of investment initiatives, and resource monitoring. This is an evolving division of USPB & Wealth Business Treasury, and the candidate will have an opportunity to help guide new processes and objectives.
Responsibilities
- Supporting CLRA initiatives, such as maintaining USPB & Wealth RoTCE framework documentation and communications
- Review/challenge of business capital attribution methodologies
- Review/challenge of financial resource forecasts
- Evaluating business investment initiative capital attribution and returns
- Capital attribution methodology knowledge sharing and business advisory
- Monitoring business financial resources (e.g., risk weighted assets and GSIB score) to support management within required thresholds
- Financial resource analytical support for Treasury, Business and Finance stakeholders
- Coordination with Treasury, Business and Finance partners to promote transparent communication and awareness of financial resource management topics
- Maintaining awareness of regulatory changes and implications for capital and liquidity metrics that may impact USPB and Wealth
- Driving thought leadership on financial resource strategy with ad hoc projects / analytics
- Production of executive-level presentations
Requirements
- Minimum 2 years of experience in a Treasury, Finance, Investment Banking, or other relevant role
- Hands-on experience in forecasting, stress testing, capital management, and/or economic analysis is preferred
- Demonstrable analytical and problem-solving capacity within an unstructured and dynamic environment
- Product and/or project management experience, including the ability to translate analytical frameworks into business requirements
- Demonstrated ability to concisely communicate objectives, observations and relevance of findings in written, visual and verbal form
- Comfortable explaining findings, project plans and project status to senior management
- Proven leadership skills and ability to manage multiple deliverables at once
- Experience with Citi's financial systems and financial data infrastructure is a plus
- Undergraduate or Master's degree in Finance, Economics, Engineering, Mathematics, or other relevant degree
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
