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Senior Asset Manager Group Transactor, Director

Job Req ID 22491977 Primary Location New York, New York Job Category Private Client Product Services
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The Senior Asset Manager Group Transactor is a strategic professional lender who closely follows the latest trends in the Asset Management industry (traditional, alternative and hybrid asset managers) and adapts them for application within their own job and the business. The position supports the Citi Asset Manager Group (“AMG”), an expansion market in the Global Wealth business. This individual will be a subject matter expert within the field and strong commercial awareness is a necessity.

The Senior AMG Transactor will work closely with both Private and Institutional Bankers to broaden Cit relationships.  The Senior AMG Transactor will lead lending opportunities by providing advanced judgment on new opportunities and conduct independent quantitative/qualitative analysis to address challenges while developing new, innovative solutions. Required to think beyond the existing norms to determine appropriate structured solutions. Excellent communication skills are required to facilitate negotiations both internally and directly with clients, often at a senior level.  Further the Senior AMG Transactor must leverage diplomatic skills to guide, influence and convince others, in particular colleagues in other areas and external customers to support proposals. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy.


  • Expand and develop new AMG lending opportunities in concert with the designate AMG banker team.
    • Underwrite and structure loans within established risk acceptance criteria, demonstrating appropriate risk-return characteristics.
  • Negotiate documentation, including obtaining external counsel opinion. Ensure execution of transactions in accordance to agreed documents.
  • Maintain high level of unit productivity by ensuring timely turnaround.
  • Demonstrate superior partnering skills with key stakeholders including across all product groups.
  • Responsible for strict adherence to the Bank and CPB compliance/regulatory framework.
  • Provide on-going reporting and assessment of the credit quality and economic performance of the portfolio.
  • Work with other Credit Officers to resolve/eliminate exceptions across the portfolio.
  • During annual review process, monitor the client’s compliance with terms and conditions associated with previously approved facilities.
  • Responsible for the early problem recognition process and must propose, when deemed appropriate, credit classification and appropriate risk rating on specific transactions/ relationships.
  • Participation in remedial management actions together with SARG as required.
  • Increase operating efficiency by employing systemic enhancements to existing manual processes.
  • Partner with the Loan Operations and Documentation Control centers to leverage best practices. Foster strong working relationships to enhance/improve service delivery to our clients.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency.


  • 15+ years of banking/ finance experience
  • Small/ middle market lending or counterparty risk management experience a plus
  • Strong and proven analytical, financial structuring and execution skills
  • Solid communication and marketing skills
  • Experience making credit decisions and recommendations
  • Broad knowledge of financial markets and alternative investments


  • Bachelor's degree in finance or accounting, Master of Business Administration degree preferred


Job Family Group:

Private Client Product Services


Job Family:

IF Lending Generalist


Time Type:

Full time


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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.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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