Jobs at Citi Group in United States, Atlanta

Responsibilities:

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• 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.

Qualifications:

• 6-10 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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Responsibilities:

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• 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.

Qualifications:

• 6-10 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

The Technology Product Management Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:

• Owns the working backwards documents for feature releases i.e. Product release doc, Press Release, FAQs
• Makes use of research, user studies, metrics and competitive analysis to understand the customer and business needs for a platform product
• Compares features for competitive review to inform prioritization within a product release
• Identifies innovations or performs “test and learn” experiments to create features that add more business and customer value for a platform product
• Participates with the business in customer research to inform priorities for platform product backlog.
• Contributes near-term input (quarterly) for the platform product portfolio and roadmap
• Facilitates trade-off decisions on platform product features
• Exhibits expertise within platform feature area and coordinates with interdependent teams.
• Has good awareness of platform feature health and delivers regular progress reports to stakeholders
• Identifies and communicates opportunities for improvement with peers and stakeholders
• Helps define business, customer and platform use cases and requirements
• Ensures features meet backlog entrance criteria
• Creates user stories and system interaction diagrams for platform feature solution
• Hosts user story grooming sessions
• Informs the design of the user experience i.e. wireframes and mock-ups
• Ensures appropriate backlog depth for continuous development
• Determines release targets for the platform and prioritizes assigned features according to business and platform value, adjusting throughout implementation as needed
• Continuously monitors feature development through maintaining bug catalogs at the feature level
• Reviews product demo with the development team and stakeholders against acceptance criteria for the feature set
• Helps define business, customer and platform use cases and requirements
• Ensures features meet backlog entrance criteria
• Creates user stories and system interaction diagrams for platform feature solution
• Hosts user story grooming sessions
• Informs the design of the user experience i.e. wireframes and mock-ups
• Ensures appropriate backlog depth for continuous development
• Determines release targets for the platform and prioritizes assigned features according to business and platform value, adjusting throughout implementation as needed
• Continuously monitors feature development through maintaining bug catalogs at the feature level
• Reviews product demo with the development team and stakeholders against acceptance criteria for the feature set
• Prepares launches and monitors platform performance, adoption, and operational health for feature sets
• Identifies GTM plan with stakeholders for the feature set
• Identifies issues that will keep the platform features from delivering on time and/or with the desired requirements and communicates to leadership
• 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.

Qualifications:

• 5+ years in a product development/product management environment
• Strong analytical and quantitative skills; Data driven and results-oriented
• Experience in running high traffic, distributed, cloud based services
• Experience in affecting large culture change
• Experience leading infrastructure programs
• Skilled at working with third party service providers
• Excellent written and oral communication skills

Education:

• Bachelor’s/University degree or equivalent experience

Anticipated Posting Close Date:

About Citi:

Citi’s Functions Technology is responsible for delivering Technology solutions to Citi's Functions organizations. Functions Technology mission is to optimize Citi's Technology environment by delivering world class applications, driving standardization of the production environment, reducing complexity, optimizing management of systems supporting global functions such as Compliance, Controls, Internal Audit and Risk, and introducing innovative technologies that provide new business capabilities, reduce the technology total cost of ownership, and create a competitive advantage for Citi.

Job Overview:

We are seeking a dynamic and innovative Gen AI Lead to spearhead the development and integration of Generative AI capabilities across our enterprise-wide Controls Technology platform. As the Gen AI Lead, you will be responsible for building, implementing, and optimizing AI-driven solutions to enhance operational efficiencies, automate decision-making, and drive strategic insights. This role requires both hands-on expertise in AI/ML and leadership skills to build and lead a high-performing AI team.

Key Responsibilities:

• Lead Generative AI Strategy: Define and implement a comprehensive AI strategy aligned with enterprise-wide goals, focusing on innovation in the Controls Technology domain.

• Build & Lead a High-Performing Team: Hire, mentor, and manage a team of AI specialists, ensuring the acquisition and retention of top talent in the AI/ML space.

• Drive AI Innovation: Collaborate with internal stakeholders to identify business challenges that can be solved through AI, creating scalable solutions using Generative AI technologies.

• AI System Development: Oversee the design, development, and deployment of AI models and algorithms, ensuring solutions are robust, efficient, and scalable.

• Cross-functional Collaboration: Work closely with the Data Mesh, Cloud Architecture, and broader tech teams to integrate AI models into existing and future architectures.

• Stay Current on AI Trends: Continuously monitor the latest AI trends and technologies to ensure the organization remains at the cutting edge of Gen AI innovations.

• Ensure Ethical AI Use: Ensure all AI initiatives comply with data privacy, ethical AI standards, and corporate governance policies.

Required Technical Skills:

• Large Language Models (LLMs) & Fine-Tuning: Deep knowledge of LLMs and advanced fine-tuning techniques and proficient in Parameter-Efficient Fine-Tuning (PEFT) methods, including LoRA, QLoRA, Adapter Tuning, and Prefix Tuning. Experience with full fine-tuning, instruction tuning strategies, and cutting-edge agentic AI techniques such as Reinforcement Learning from Human Feedback (RLHF) and multi-task learning is essential.

• Model Optimization: Expertise in model compression and quantization methods and be skilled in techniques like AWQ and GPTQ, particularly GPTQ-for-LLaMA. Proficiency in using optimized inference engines such as vLLM, DeepSpeed, and FP6-LLM is crucial for maximizing model performance and efficiency.

• Prompt Engineering: Adept at prompt engineering, demonstrating proficiency in various techniques and best practices. Familiarity with tools and frameworks that facilitate effective prompt design is necessary to guide the team in creating powerful and efficient AI interactions.

• Retrieval-Augmented Generation (RAG): Advanced knowledge of RAG techniques is required, including expertise in hybrid search methods, multi-vector retrieval, Hypothetical Document Embeddings (HyDE), self-querying, query expansion, re-ranking, and relevance filtering. This knowledge will be crucial in developing sophisticated AI systems that can leverage external knowledge effectively.

• Machine Learning Frameworks and Cloud Computing: Proficiency in TensorFlow, PyTorch, and high-level APIs like Keras is essential. Knowledge of distributed training and parallel processing frameworks is also required to handle large-scale AI projects efficiently.

• Natural Language Processing (NLP) and AI Deployment: Advanced NLP skills, including Named Entity Recognition (NER), Dependency Parsing, Text Classification, and Topic Modeling. Experience with Transfer Learning, Few-shot, and Zero-shot learning paradigms is crucial. Expertise in containerization (Docker), orchestration (Kubernetes), and experience with CI/CD pipelines for AL/ML model deployment.

• Data Science, Engineering, and API Development: Strong proficiency in data preprocessing, feature engineering, and handling large-scale datasets is required. Experience with real-time AI applications and streaming data processing is valuable. Expertise in designing and implementing RESTful APIs for seamless AI model integration.

• Generative AI Tools & Platforms: Experienced with cutting-edge generative AI tools, including LangChain for building LLM applications, LlamaIndex for context-augmented generative AI, and Hugging Face Transformers. Familiarity with Gen AI APIs like OpenAI, Gemini, Claude etc. and other relevant generative AI platforms is essential. Proficiency with version control systems like Git for collaborative AI development is also required.

• AI Compliance & Guardrails: Knowledge of AI compliance frameworks and best practices. Experience in implementing guardrails to ensure ethical AI usage and mitigate risks is crucial. Familiarity with frameworks such as Microsoft's AI Guidance Framework will be beneficial in maintaining responsible AI development and deployment practices

Required Leadership & Soft Skills:

• Team Leadership: Proven ability to build, lead, and develop high-performing AI teams, ensuring alignment with organizational goals.

• Strategic Thinking: Ability to define a long-term vision for Gen AI, articulate the value proposition, and map it to organizational objectives.

• Collaboration & Influence: Strong interpersonal skills to work effectively across technical and non-technical teams, influencing decision-making at all levels.

• Innovation Focused: Passion for staying at the forefront of AI technologies, encouraging innovation, and exploring new AI applications.

• Communication Skills: Ability to convey complex AI concepts to non-technical stakeholders, demonstrating the value and potential business impact of AI initiatives.

• Problem Solving: Proactive and analytical mindset to address challenges and identify opportunities for AI-driven optimization.

Qualifications:

• 8+ years of experience in AI/ML, with at least 3 years in Generative AI.

• 5+ years of leadership experience managing AI teams and delivering complex AI solutions.

• Extensive hands-on experience with AWS services and infrastructure related to AI/ML.

• Strong portfolio of AI-driven projects showcasing successful implementations of Generative AI solutions in a business context.

Education:

• Bachelors degree or equivalent work experience

Anticipated Posting Close Date:

Job Description / Key Responsibilities:

• Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations;
• Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization
• Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
• Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily. Coordinate with Product and Investment Banking coverage to deliver Product solutions while at the same time sponsoring any credit requirements with CCB’s risk and underwriting teams. Coordinate overseas coverage of clients’ needs across over 100 countries where Citi has dedicated banking coverage;
• Administrate the credit relationship of clients, coordinate and supervise the entire process, ensuring the proper application of policies and institutional processes;
• Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices;
• Maximize client experience by proactively sharing markets updates, trends, and intelligence;
• Monitor and support products’ implementation processes. Manage customers and transactions in the CRM platform;
• Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met;
• Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.

Knowledge:

• Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients;
• Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
• Ability to coordinate multi-functional teams to provide an exceptional client experience;
• Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership);
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities;
• Accountable for significant direct business results and provide advice regarding the operations and growth of the business;
• A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure, and seamless client experience;
• Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients;
• Must have a sharp business development focus and demonstrate innovative approaches;
• Able to quickly adapt priorities based on the latest data insights;
• Demonstrate thought leadership. Ability to create long-term trust and advisory based relationships with clients;
• Practical knowledge of regulations, market practices and bank operations.

Skills / Competencies:

• Self-starter, able to work independently and used to working in an entrepreneurial environment that facilitates build out of a world class banking platform.
• Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals.
• Ability to work under pressure and multitask while making sound decisions;
• Strong focus on delivery, ability to turn concepts into actionable solutions;
• Excellent presentation skills and ability to influence decisions at all levels. Must have excellent interpersonal skills;
• Strong analytical skills with a motivation to learn;
• Excellent selling skills while being highly creative, taking on initiatives, and being flexible;
• Pay attention to details and set priorities.

Experience / Education:

• Experience with Commercial clients in the Industrials sector;
• Must have in-depth knowledge of banking products and services typically utilized by middle market clients
• FINRA Licensing, Series 79, 63, SIE (current or ability to obtain)
• Bachelor’s degree required; MBA preferred.

Anticipated Posting Close Date:

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The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:

• The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
• Prepare investment policy statements for prospective clients
• Analyze economic trends/activities and advise the effects on the investors’ portfolios
• Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
• In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• 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.

Qualifications:

• 5-8 years of experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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