Vice President Report Owner Engagement & Targeted Testing - Finance Qatv jobs at Citi Group in United States, New Castle

As part of our group of innovative thinkers, you’ll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will manage different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes.

This role requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will work closely with front-office users (bankers, service members, etc.) and our technology teams to draft requirements, process flows, and design future state solutions. This individual will be responsible for day-to-day management of multiple technology squads helping to prioritize decisions and requirements. Key Competencies required for the role include Strategic Thinking, Decision Making and Problem Solving, Project Management and Execution, Innovation and Continuous Improvement, and Adaptability and Resilience. A background in data management and data modeling will be an added benefit.

Responsibilities:

• Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy.

• Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data

• Lead working sessions with front-office users to understand pain points, draft requirements, and design future processes

• Define and document processes to improve and optimize future opportunities

• Own the product roadmap for the GFCM squads and customer processes

• Collaborate with engineering, data and analytics teams to design, build, and enhance tools for rollout against the product roadmap

Qualifications:

• A minimum of 6 years of relevant business data analysis experience.

• Bachelor's Degree in Computer Science/Business Management/Engineering, advanced degree is a plus

• Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale

• Experience with leading digital initiatives as a Product Owner in Agile development process.

• Extensive experience working with engineers and developers to understand what is technically possible, how to translate customer’s needs into technical requirements that delivers scalable, reliable, and standardized data solutions.

• Strategic, results-driven and passionate about designing best-in-class digital experiences and staying at the forefront of cutting-edge technology in the servicing space.

• Ability to communicate effectively with both technical and non-technical audiences.

• Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done.

• A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges.

• Familiarity with Wealth Management business processes and front office users is extremely desirable.

Anticipated Posting Close Date:

ICM’s objective is to provide integrated “end-to-end” credit underwriting, identification, measurement, management, and monitoring for wholesale credit

The Infrastructure Finance (IF) and Clean Energy Finance (CEF) Underwriter will cover large and complex relationships globally and will manage the underwriting process. The IF/CEF Underwriter will be responsible for all underwriting activities including credit memo production and transaction diligence. Developed
communication and diplomacy skills are also required in order to guide, influence and convince others across functional groups. An Infrastructure Finance and Clean Energy Finance Vice President in ICM-UW will cover various infrastructure assets across the globe via debt and tax equity financing. This role reports directly to the Head of IF and CEF Underwriting.

Responsibilities:

• Interface with and support bankers in underwriting requests for credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards

• Adoption of leading practices in credit analysis, underwriting, and monitoring, including the end-to-end underwriting process, from early origination discussions to development of credit approval memos, and senior approval forums

• Prepare a detailed written credit analysis of transactions by analyzing the project company, performing detailed financial analysis, identifying the strengths and prevailing risk factors and rendering a final credit decision

• Perform credit and financial statement analysis on borrowers, guarantors, and co-borrowers in order to assess debt repayment capacity based on cash flows

• Perform industry and geographical research and other due diligence as needed.

• Maintain compliance with bank credit policies/practices and regulatory policies to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors.

• Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions

• Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor junior level Credit Officers as needed.

• Other duties as required to support business unit and company goals.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the fi rm'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 previous credit authority experience. Prior experience working in a regulatory and compliance policy environment

• Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations.

• Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process

• Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment

• Effective inter-personal and written/verbal communication skills

• Thorough problem recognition and resolution skills

• Pro-active disposition with ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software

• Typically deals with 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 needs.

• Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources.

Education:

• Bachelor’s Degree in Finance, Accounting, Economics or equivalent field. Master’s degree preferred

Anticipated Posting Close Date:

LFU Analysts will be actively involved in Citi’s credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing credit monitoring support for Citi’s Leveraged Finance Portfolio of client relationships.

Analyst Role and Responsibilities:

• Provide analytical support to Underwriters across LFU’s core functions: (1) Leveraged Finance transaction origination and credit approval; (2) periodic credit monitoring; (3) portfolio management and reporting, limits and early problem recognition; (4) global leveraged lending related projects and strategic initiatives

• Evaluate and gain a strong understanding of clients' business model, financial performance and key credit drivers across various industries, through both due diligence process as part of transactions and ongoing credit monitoring responsibilities

• Build and analyze models used for valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to Underwriters and Risk Managers

• Coordinate with the LFU Mumbai team to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group

• Work in conjunction with Underwriters to assess appropriateness of credit extension transactions (leveraged buyouts, incremental debt raise or refinancing), secure approval for and assist in executing transactions on behalf of clients

• Collaborate with our product partners in Capital Markets, Investment Banking, Corporate Banking and Risk, in addition to Legal counsel (both internal and external) to develop the ability to understand the deal structures and to ensure they are properly documented and approved as per the Citi WCR Standards & Procedures

• Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market.

• Research and develop robust understanding of the fundamentals of the key industry trends and risk issues and develop the ability to succinctly convey his/her thoughts and opinions to the Risk Managers and Bankers

• Responsible for monitoring news and events pertaining to Citi’s leveraged lending clients as well as providing regular updates to Bankers.

Qualifications:

• Team player with strong work ethic who also works well with others at all levels

• Strong writing, analytical, quantitative, communication, and presentation skills

• Working knowledge of Microsoft Word, Excel, and PowerPoint

• Ability to break down large amounts of data into concise, easy to understand formats

• Ability to quickly and accurately find information upon a Banker / Manager’s request

• Ability to take on demanding responsibilities and work independently, effectively manage deadlines and juggle multiple tasks at once

Education:

• Bachelor’s degree in mathematics, science, finance/economics, risk management or a related field required

Anticipated Posting Close Date:

Responsibilities:

• Aggregate and process large amounts of publicly available data for relevant markets to direct risk management decisions and client solutions
• Perform data analyses and research to evaluate performance, determine new strategies and products, and provide product feedback internally
• Assist in the developing performance evaluation methodologies and attribution models for different execution products
• Coordinate with quants, technology, compliance and other partners to drive product development
• Engage clients by providing thematic content, market and bespoke analysis, and discuss margin effectiveness and optimization
• Define metrics with partners to be distributed to senior management and other stakeholders
• Assist with developing the risk and margin methodology and product platform and establish risk framework guidelines
• Negotiate margin and credit protection clauses with client, and participate in Best Execution and performance committees
• Contribute to client analysis and reporting, ensuring that priority accounts have an appropriate level of focus
• Leading strong governance and controls:
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• 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 in a related role
• Advance statistics and data analysis background, with modelling capabilities, and spreadsheet oversight greatly preferred
• Proven success with a programing background in one or more programming languages, including: Q/KDB, Python, R
• Demonstrated ability to conduct own research, evaluate proof of concepts / prototypes, articulate ideas and deliver presentations
• Consistently demonstrates clear and concise written and verbal communication
• Attention to Detail and Accuracy
• Proven ability to manage to deadlines

Education:

• Bachelor’s degree/University degree or equivalent experience

Anticipated Posting Close Date:

Responsibilities:

• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• Advise on directional strategy and provide guidance on significant business/product decisions
• Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
• Prepare analytics in support of CEO Reviews, including business initiatives
• Execute analysis of product profitability and provide guidance on significant business and product decisions
• Develop and maintain relationships with key partners and senior management to influence behavior and decision making
• Prepare presentations and analysis for the team supporting the CFO
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• 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 relevant experience
• Proficient computer skills with a focus on Microsoft Office applications
• Effective verbal and written communication skills
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

The VP will manage and execute compelling new creative experiences and messaging and implement a Test and Learn agenda. They will have strong performance marketing discipline and rigor in meeting and exceeding goals and KPIs driven by these marketing tactics. Prior experience in Retail Banking or Financial Services industry is preferred, as well as the ability to foster an environment of operational excellence and continuous improvement.

Key Responsibilities

• Design and flawlessly execute marketing campaigns to drive acquisitions growth.
• Own the campaign project management, working with internal partners to develop campaign schedules and ensure campaigns are delivered on time across channels.
• Focus on finding efficiencies within existing process to streamline and accelerate the campaign execution model.
• Track and analyze campaign results, providing updates to senior leadership and cross-functional partners on an as needed basis.
• 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 business experience.
• Direct to consumer marketing and banking products experience required.
• Creative design and content development experience preferred.
• MarTech and project management workflow tool experience (i.e. Confluence, Jira, Aprimo, iHandle, etc.) preferred.
• Requires attention to detail, advanced project management skills, good communication and problem-solving skills.
• Curious self-starter who can be partner-focused while coordinating multiple projects with varying timelines simultaneously.
• Comfortable managing projects and gaining alignment across multiple stakeholders.
• Superior attention to detail, with a process-oriented mindset.
• Excellent interpersonal, listening, and relationship-building skills.
• Strong communication and presentation skills.
• Promotes a culture of collaboration and teamwork across organizational boundaries.
• Comfortable working in a highly matrixed, complex environment

Education:

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

The Operational Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

• Ensure the accuracy and timeliness of the annual CCAR/DFAST FR Y-14A and quarterly FR Y-14Q submission along with the Citi internal Quarterly Multi-year Multi-scenario Forecasting (QMMF), Global Systemic Stress Testing (GSST), and Resolution & Recovery Planning (RRP) aggregation and reporting processes.
• Oversee the end-to-end production cycle of Citi Operational Risk Capital / RWA under the BASEL Advanced Measurement Approach including UK-related capital forecasts for quarterly regulatory filings and releases
• Design and produce quarterly and ad-hoc reports and analytics enabling Operational Risk Management to proactively manage operational risks through regulatory deliverables, risk assessment, risk metrics, anticipation, and mitigation/recovery.
• Provide information and analysis, design and prepare presentation for senior level management reporting, as well as for Audit, Regulatory, and ad-hoc requests and queries.
• Develop and maintain close working relationships within Risk, DART, Operational Risk Management, as well as with other Business Segments, Technology support teams, and Control functions including IA, Finance, and Legal.
• Design and implement effective control processes to ensure accurate and timely reporting for our clients.
• Participate and implement automation Book of Work (BoW) projects, monitor and report Data Concerns Remediation Management (DCRM), and End-User Computation (EUC) tools, register and maintain Reporting Inventories, streamline and consolidation processes, controls, and procedures to improve productivity and align with Operating Guidelines, as well as compliance to laws and standards.
• Contribute to Consent Order milestone deliverables aimed to improve Citi regulatory reporting processes, Data Quality and Management, and internal controls and procedures.
• Other responsibilities also include providing analysis, commentaries and tracking current and historical Operational Risk capital and CCAR trends, as well as collaborating with model development/analytics teams to meet internal and regulatory reporting, review, validation and audit needs aimed to identify, measure, monitor and reduce operational risks.

Qualifications:

• The ideal candidate will have a BS or BA and 7+ years work experience in Risk or related control discipline (e.g. Risk Management, Reporting, Financial Control, Audit) Understanding of the Operational risk function and processes is a plus.
• Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization and locations and directly or indirectly manage others
• Self-motivated individual who can take initiative and work independently.
• Keen analytical skills to synthesize, validate and analyze data and metrics.
• Strong critical thinking, problem solving and discovery skills.
• Capacity to maintain high attention to detail and accuracy are essential while working against demanding deadlines.
• Advanced knowledge of Microsoft Excel/Access required, familiarity with Tableau, Business Objects, or MicroStrategy is desirable. Experience in building and implementing models, CCAR reporting, Capital/RWA reporting is a plus.

Anticipated Posting Close Date: