Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

New Relationship Credit Portfolio Analyst - Team Lead

Job Req ID 21292399 Primary Location Buffalo, New York; Getzville, New York Job Category Risk Management
Apply Now

Key Responsibilities:

  • Manage a team of 2-3 analysts, provide guidance and training for onboarding new Funds Relationships, make sure that team’s output meets quality standards, coordinate with business to manage the pipeline
  • Assess the credit and financial strength of Citi’s potential new Funds, Pension Plan, and Asset Manager clients by performing fundamental credit analysis and due diligence of counterparties using both quantitative and qualitative factors
  • Work with covering credit officers to complete Initial Credit Analysis Memos and Final Obligor Risk Ratings of Citi’s potential new Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide appropriate extensions of credit remaining within Risk appetite
  • Reviewing and providing recommendation on appropriate facility sizes for the new Clients for capital markets (FX, derivatives, futures etc.), custody, and loan products
  • Partnership with applicable regional and industry stakeholders in MSS, BCMA and Independent Risk in the implementation of credit assessment standards for industry pipeline


  • Risk & Credit Underwriting:

  • Well developed analytical skills, including an understanding of key financial components (liquidity position, leverage profile) with the ability to identify root causes and trends and anticipate horizon issues
  • Experience in the Funds industry and/or traded products and their respective agreements
  • Forms independent opinions on credit and recognizes emerging risks
  • Demonstrates advanced knowledge of financial statements and GAAP accounting or similar governance relating to country of operation
  • Sets the standard for industry research capabilities, including risk and key drivers
  • Solid understanding of Credit Policy and procedures; Proactively reviews Citi policies and procedures to benchmark against transactions and work submitted
  • Demonstrates and executes the ability to identify potential risk issues that need escalation and escalates them promptly

  • Leadership:
    • Displays a deep commitment and positive attitude to Citi and colleagues, is reliable, and eager to do more
    • Embraces the need for change and appreciates its benefits with natural curiosity
    • Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas
    • Proven culture carrier

  • Competencies:
    • Highly effective interpersonal skills, with the ability to build relationships and exert influence with and without direct authority with Senior Levels of Management and Clients
    • Solid organizational skills with ability and willingness to work under pressure and manages time and priorities effectively
    • Exceptional written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority

  • Technical:
    • Advanced Microsoft Office (Word, Excel, and PowerPoint) skills
    • Advanced experience with the internal ICG Templates and with Financial Modeling


  • Team management / supervision experience

  • BA/BSc  in Finance or Accounting or higher degree in Business (MBA),  or any other related subject

  • Financial Services experience including 3-5 years of credit experience in Banking or Credit Risk Management


Job Family Group:

Risk Management


Job Family:

Credit Decisions


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs