דרושים Resident - Cash Trade Processing Representative ב-Citi Group ב-קנדה

The Balance Sheet Management Sr. Analyst is a seasoned professional role. The Sr. Analyst is expected to apply in-depth disciplinary knowledge, contributing to the development of new methodologies (statistical models and tools), data processing, visualization and analysis tools and approaches, and the improvement of processes and workflows for the Balance Sheet Management function.

Key Responsibilities:

The Sr. Analyst will be responsible for end-to-end development of statistical models covering such asset classes as Deposits or Fixed Income Securities, or specific function such as Asset Allocation strategy. As part of those responsibilities, the Sr. Analyst would be expected to demonstrate analytical/statistical skills in the design, implementation, governance of models, strong communication skills in documenting and presenting their work, stakeholder management and interaction skills allowing the analyst to clearly and efficient understand requirements and develop a model or approach to meet those requirements. For non-statistical modeling projects / tasks, the Sr. Analyst would be required to integrates subject matter and industry expertise within a defined area. Demonstrate good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Regularly assume informal leadership roles within teams.

The detailed responsibilities include:

• End-to-end development and governance and support of models in treasury/IRRBB space.
• End-to-End model development includes econometric forecasting models for key Balance sheet and income statement line items for capital and business planning purposes. This includes the calculation of Net Interest Income (“NII”), Non-Interest Revenue (“NIR”), Interest Rate Exposure (“IRE”), Economic Value Sensitivity (“EVS”), and other associated interest rate risk metrics.
• Applies analytical thinking and knowledge of statistics / modeling / data analysis tools and methodologies. Gives attention to detail when making judgments and analytical recommendations based on the analysis of information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results.
• Model governance and support includes reviewing and timely submission of model documentations such as - Model development document (MDDs), Annual Model Review (AMRs), Ongoing Performance Assessment (OPAs), Model Change Addendum (MCAs), Limitation Record Change (LRCs) to Model Risk Management and other stakeholders.
• Develop and maintain a comprehensive modeling system that maintains consistent approach to data quality and modeling methods, audit, back test, tracking, annual validation which is critical in reducing the model operating risk.
• Must be able to present technical matters in a way that is meaningful to the audience and align with Model Risk Management on modeling and validation practices and have periodic check-ins with them.
• Ability to build key relationships with finance and business teams’ ability to influence people and empower team members to be proactive and focused on partnerships and results.
• Create a culture of accountability and strict quality control of the data integrity and modeling processes

Qualifications and other Requirements:

• 8 + years of relevant statistical modeling /econometrics experience in financial domain
• PG / Masters / PhD in quantitative discipline such as Statistics, Economics, Mathematics, or related discipline is preferred. Certifications such as FRM, CFA is a plus.
• Experience in developing econometric models and deep understanding of statistical techniques such as Linear Regression, Logistic Regression, Time Series, Panel Regression, Error Correction Models, Seemingly Unrelated regression and Cointegration and Machine Learning Techniques, etc.
• Working experience with Artificial Intelligence/Machine Learning techniques and packages (ChatGPT, Copilot) etc.
• Hands-on experience in programming and modeling using Python and related packages (GitHub, DataFlame) is must. Working knowledge of statistical packages like SAS/R is a plus.
• Experience with SQL and databases. Experience in excel VBA is plus.
• Domain knowledge and experience in PPNR, Fixed Income Securities, Mortgage Modeling, Deposit Modeling, Asset Liability Management, Interest Rate Risk, Capital Planning, etc. Broad understanding of financial products, accounting principles, investment, accrual products and corporate finance concepts
• Excellent presentation skills, ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
• Ability to build key cross functional and cross business relationships.

Education:

• Bachelor’s degree in Finance and Business or related fields; advanced degree is a plus.

Time Type:

Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.

Responsibilities:

• This senior role is part of the Global Product Team, with ownership of product strategy, product positioning, business management, sales enablement, and partnership/alliance development and management

• Determine and deliver the sales plan/pipeline goals of the business in conjunction with Sales and Product Heads

• Develop and execute on a pipeline of client prospects, sufficient to provide required business growth

• Manage key business drivers like calling plans, deal closure and execution, customer satisfaction, etc.

• Establish relationships with key clients and business partners to identify new business opportunities

• Monitor and understand customer needs, market and economic trends as well as business opportunities and threats

• Coordinate internally to drive timely and flawless execution of client mandates

• Adopt and leverage new marketing strategies such as partnerships, conferences, advisory boards

• Embed quality in client touch-points including proposals and presentations

• Develop sales talent through active coaching, leading training opportunities and attracting top sales talent

• 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

• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 15+ years of experience

• Formulation and implementation of business strategy across all corporate customer segments.

• Extensive years of client facing activity experience

• Previous management experience required

• Experience with credit approval process and risk discussions is desired

• A combination of commercial and analytical skills

• Disciplined

• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s/University degree, Master’s degree preferred and managerial experience

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

Time Type: