דרושים Citi Commercial Bank - Loan Syndicate & Sales Vice President ב-Citi Group ב-United States, New York

Responsibilities:

• Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions
• Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments
• Partner with leadership team to set goals for Lending and ensure tracking and ROI measuring are in place for all initiatives
• Supports medium- to long-term plans and functional strategies requiring coordination and integration across units, both within Wealth and the broader Citi organization
• Partner with leadership team on resource allocation, productivity initiatives and realization of cost efficiency
• Drive culture and people initiatives
• Act as delegate for Lending head when required in certain meetings
• Oversee the design, enhancement, implementation, reporting, and oversight of budgets, financials, operations, human resources and compliance by way of systems, processes, workflows, procedures and the assessment of existing environments and anticipated changes
• Engage in cost management activities as appropriate
• Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets
• Management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
• Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on the global Lending team.
• Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients

Qualifications:

• 10+ years of relevant experience in financial services
• Strategically minded with track record of execution excellence
• Hands-on orientation with the demonstrated ability to set up internal processes to communicate and resolve issues
• Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions-oriented approach
• Comprehensive knowledge of general IT infrastructure, Human Capital Management (HCM) and financial advice-related compliance
• Demonstrated leadership and management abilities with commitment to client and team member experience, goals of practice and productivity
• Demonstrated planning, delegation, financial reporting and budgeting skills
• Consistently detail-oriented, goal-oriented and able to work in a team
• Excellent communication skills required in order to influence a wide range of audiences
• Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment
• Technical knowledge, in-depth knowledge of Profit and Loss (P&L) and understanding of end to end business operating systems.
• Customer and client focus; record of achievement in applying a client centric mindset to shape solutions and approaches

Education:

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

Anticipated Posting Close Date:

Lead and Oversee:

Work with Finance colleagues to ensure that balance sheet substantiation is complete and that controls are designed effectively

Oversee and co-ordinate all account owner activity across Markets Operations. Includes but not limited to:

Understand and maintain Operations chart of accounts

Set a framework to ensure consistent roles and responsibilities for all Markets Ops staff as it pertains to how we control our account population and reconciliations requirements

Work with Markets Ops global functional managers to understand reasons for exceptions and breaks, ensuring issues are escalated timely, fixed at the root cause and look across for similar themes

Ensure well defined and documented processes are in place for reserve calculations across Markets Operations. Identify opportunities to reduce aged exceptions to reduce reserves

Review account ownership to ensure that the proofing processes are standard in their application and where relevant centralize these processes to drive efficiencies

Partnership with other functions to support a strong end to end control environment:

Work with Finance and Operations Risk & Control to ensure Markets Operations are compliant with relevant policies and standards

Partner with Balance Sheet Control and risk reporting to support accurate and timely exceptions reporting

Work with Front office to ensure upstream data and processes are understood and robust so as to prevent downstream issues from occurring

Drive progress on areas of improvement:

Work with Technology and internal partners to build a standard mechanism to accrue for and then pay/receive interest between internal desks/accounts across all products in Markets

Implement best practices to ensure reconciliations are correctly designed and compliant with relevant standards and controls

Promote development and retention of account and reconciliation SME’s across the group

Strengthen issue management processes, ensure emerging risks are correctly escalated with the appropriate level of urgency

Lead and oversee Markets Operations’ involvement in firm-wide programs related to accounting and book and records matters (e.g. Strategic Ledger). Represent Markets Operations at firmwide governance forums such as the Enterprise Design Authority.

10+ years relevant experience

Industry expertise in financial accounting and the operational aspects of books and records management and account management

Experience as finance professional / background / degree and working experience in Technology creating products set up, UAT working with Finance / Market Ops people and understanding of products will be valuable.

Articulates clearly how risk technology supports unit's business, as well as the issues due to gaps between the current technology and known business requirements.

Well-versed in reviewing the dimensions of franchise risk.

Strong Leadership skills-Operates as a leader.

Serves as a point of escalation for key issues or time sensitive decisions.

Acts decisively in high risk scenarios, assessing a situation based on available data, experience, intuition, and judgment.

Demonstrated ability to make sound judgment calls on issues that can be both quantitative and qualitative in nature.

Able to manage issues associated with operational risk capital, in partnership with the business, Finance and the Risk organization.

Acts as a role model for managing people, coaching, and serving as a mentor.

Excellent Communications skills verbal & written. Active listening skills.

Qualifications:

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

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:

Citi Private Client and Citigold have Financial Advisors covering clients in North America, Hong Kong, Singapore and United Arab Emirates.

Initial focus will be creating and driving a delivery strategy for Securities Based Lending and Residential Mortgages with further expansion in these segments as part of the wider Citi Wealth growth strategy.

Responsibilities include:

• Partner with the Heads of Citi Private Client and Citigold in the respective region to create lending solutions to support growth objectives.

• Establish a reputation of execution and excellence.

• Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities and provide input into global lending strategy and growth plans.

• Act as the initial subject matter expert and escalation point lending products.

• Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring and collaboration with colleagues across the US and Internationally.

• Partner with our retail credit risk lead to progress growth agenda across product lines while ensuring compliance with the Firm’s Retail Credit Risk Policies

• Build and maintain a strong pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards

Qualifications:

• 10+ years of lending experience in the UHNW, HNW and Affluent segments.

• Experience as part of a high performing lending team and a desire to drive growth

• Strong knowledge of financial markets, investments, banking and loan products

• Excellent communication (written and verbal) and interpersonal skills

• Detail orientation with strong analytical skills.

• Ability to work under pressure and deliver within tight deadlines to drive execution for clients

• Strong negotiation skills

• Strong initiative and interactive approach to problem solving

• Displays flexibility and independence in a demanding environment

• Completion of formal credit training program preferred

• Bachelor’s degree / University degree required (or equivalent experience)

• Licenses: Series 7, 66 (or 63/65) preferred

Anticipated Posting Close Date:

The Sec & Derivat Intmd Assoc Analyst is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions.Responsibilities:

• Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities
• Contribute to the creation of customized reporting used to present information to management
• Support implementation of securities processing improvements
• Assist with identifying policy gaps and formulating policies that streamline related work processes
• Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing
• Develop and use knowledge of securities, processing practices and standards
• Provide informal guidance or on the job training to lower level/new securities processing team members when required
• 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:

• 2-5 years of relevant experience
• Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience

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:

What you'll do:

• Drive administrative, operational, reporting and quality improvements through partnership with internal teams
• Lead the creation and execution of communication and employee engagement strategy including presenting on strategy to Operations leadership regularly
• Implement a successful People and Engagement strategy, including analysis and response to employee engagement surveys, to help attract, develop, retain and recognize our people
• Preparation of materials for senior stakeholder engagement and governance forums
• Analysis of progress against selected strategic objectives - communicating key risks, defining mitigation strategies and helping to oversee to resolution
• Identify opportunities to enhance global consistency in the operating model
• Develop, analyze and maintain metrics for measuring success, opportunities for improvement, management reporting and escalation
• Ensure headcount is accurate, real estate is inventoried and planned, and onboarding and termination of resources are managed
• Appropriately assess risk when business decisions are made, demonstrating 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.

What we'll need from you:

• Innovative mindset, with ability to think creatively on how to engage staff in an effective and efficient manner, leveraging emerging technologies where available
• Ability to establish and build trust with professionals at all levels
• Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add impact
• Self-reliant, good problem solver, results oriented with attention to detail
• Strong, influential communicator who is articulate and concise.
• Strong risk management and control mindset
• Provides evaluative judgment based on analysis of information in complicated, unique and dynamic situations, drawing on diverse range of internal and external sources
• Experience in a global financial services firm
• 10+ years of experience in financial services
• Experience working in global and complex settings with multiple stakeholders
• Proven ability to work in a team of diverse skill sets and cultures
• Proven ability to work in high-pressure, time-sensitive environments
• Consistently demonstrate clear and concise written and verbal communication

Education:

• Bachelor's degree/University degree or equivalent experience
• MBA/master’s degree is good to have
• Prior experience in a chief of staff function is good to have

Anticipated Posting Close Date:

The origination function within Global Money Markets is responsible for:

• Identifying potential business opportunities by working with Banking and Capital Markets product partners
• Developing relationships with existing and potential issuer clients, providing them with information and market knowledge
• Pitching new business opportunities
• Working directly with clients, legal counsel and internal functions to negotiate and document new commercial paper programs
• Reviewing and executing amendments for existing commercial paper programs
• Enhancing investor client coverage by coordinating with sales to expand credit approval and build relationships with credit teams at key clients
• Coordinating with Banking on issuer client coverage and relationship matters

The Associate role is focused on client coverage and transaction execution for new issuers and helping to coordinate our investor marketing effort with buy-side firms.

Qualifications:

• Three to seven years of experience as an Analyst or Associate in capital markets or banking
• Proven success working with a team and learning in a team-oriented environment
• Strong interpersonal and communication skills
• Organized and detail-oriented
• Ability to work under pressure and with time constraints
• Knowledge of short-term products, specifically U.S. and European commercial paper
• Existing relationships with commercial paper issuers and investors preferred but not required
• Familiarity with the documentation process in fixed income products
• Strong relationship building and sales skills
• High levels of energy, engagement and integrity
• Self-motivated
• BS/BA degree
• Series 7, 63 and 79 preferred

Anticipated Posting Close Date: