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BSM Lead Analyst – Analyst - PBWM - C13 VP

Job Req ID 24755243 Location(s) New York, New York Job Type On-Site/Resident Job Category Finance
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Group Description

Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest rate and currency translation risks; and supports businesses with risk identification/management, product innovation and funding strategy.

USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet planning, liquidity/capital resource monitoring & optimization, and interest rate and liquidity risk management for the USPB & Wealth.  This unit serves as the principal point of contact into Treasury for the USPB & Wealth CFOs and the business and finance teams, ensuring that balance sheet priorities are taken into account in business decision-making processes.  Additionally, this function works with the segment Finance team in implementing balance sheet allocation, optimization, and costing processes.  Business Treasury also has first line responsibility for Interest Rate Risk (IRR) management of the consumer business segments.

While focused on NAM, the USPB & Wealth Treasury team works with the deposit and lending businesses globally within USPB & Wealth.  Individual business units include US Personal Banking (consisting of Branded Cards, Retail Banking, and Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work, and Citigold).

Job Description

This candidate will take on the role of a lead analyst supporting the Executive Decision Support  function within the USPB & Wealth Business Treasury team. Primary areas of focus and responsibility will include:

  • Providing analytical support on Treasury matters to all product lines across USPB & Wealth to help drive alignment of business goals with the firm-wide objectives
  • Producing executive-level presentation materials, with a focus on distilling down complex problems or concepts into impactful analyses for presentation and decision making in high profile senior forums
  • Implementing frameworks to provide visibility on key balance sheet, capital, and profitability metrics to support senior management in Treasury and the business
  • Developing analytical tools and capabilities to convey implications of strategic recommendations on business performance and review/challenge forecasts
  • The candidate will gain broad exposure to business drivers and strategy, balance sheet dynamics, transfer pricing mechanics, interest rate risk management, and liquidity characteristics
  • The candidate will have an opportunity to work with partners across Treasury, Finance, and the USPB & Wealth businesses
  • In addition, the candidate will also have an opportunity to develop firsthand knowledge of Citi's financial data flow and key processes (monthly actuals, short-term and long-term forecasting) through a Business Treasury lens

Qualification/Skills

The ideal candidate will have a broad understanding of Finance and Treasury. Consumer bank and/or wealth management business experience is a plus. Specific qualifications include:

  • Demonstrable analytical and problem-solving capacity within a dynamic environment
  • Strength in efficiently managing large datasets and extracting critical insights
  • Ability to concisely communicate analytical objectives, observations and relevance of findings across the organization in written, visual, and verbal forms
  • Strong ability to work both independently and collaborate as part of a team
  • Proven record of execution and proficiency at managing multiple projects and work streams
  • Experience with Citi’s financial systems and financial data infrastructure a plus
  • Minimum 3 to 5 years of experience in a Treasury, Finance or business product management role
  • BA/BS in Finance, Economics, Accounting, Engineering or Mathematics; MBA is a plus

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Job Family Group:

Finance

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Job Family:

Balance Sheet Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Sep 10, 2024

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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

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