דרושים Investment Banking Associate - Debt Capital Markets ב-Citi Group ב-United States, New York

The Sec & Derivat Intmd Assoc Analyst is responsible for producing daily metrics and analyzing variances to ensure the Markets Treasury Trading desk has accurate reporting of their trading positions.Responsibilities:

• Utilize basic industry and business knowledge to contribute to the creation of customized reporting used to present information to traders and management teams
• Review and analyze FXMM trade activities to reconcile daily movements
• Support implementation of processing improvements
• Maintain accurate client information
• Provide informal guidance or on the job training to new 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
• Strong technical skills in MS Excel and MS Access
• Thinks logically and is good at problem solving
• 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:

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:

Capital optimization is a critical area for Citigroup and represents a significant challenge facing the financial services industry. As a firm, our ability to effectively lead in this area will be a significant determinant of our future competitiveness. It also helps satisfy a regulatory requirement for enhanced connection between strategic planning and capital planning.

Services Capital Allocation and Management, Lead Analyst, will play a critical role in Services’ capital and balance sheet strategy by supporting capital investment at the transaction and client level to align decision-making tools, such as the pro-forma pricing calculator and Citi-wide client returns analytics, with risk and capital related balance sheet platforms and actualized capital requirements and financials. The successful candidate will report to Head of Services BSCM and, over time, become a Capital & Balance Sheet SME, supporting various asset businesses with Services, including TTS Trade and Working Capital Solutions organization and Commercial Cards.

Key responsibilities:

• Analyze client pricing and advise on modeling assumptions of transaction returns to support deal-level decision making with Trade & Working Capital Solutions Product and Sales managers

• Partner with Client Analytics to drive enhancements to client level RWA, Capital, Tangible Common Equity (TCE) and Liquidity metric calculations in the deal level pricing RoRC Calculator and CIW platform

• Ensure enhancements to the RoRC Calculator and Client Returns methodology are made in line with expectations before release, such as enhanced calculations, functionality and usability

• Identify inconsistencies in client financials/TCE, Services RWA, and other Services capital metrics (GSST/CECL); escalate systemic issues and create Data Concerns, identify root causes, and influence automated solutions

• Optimize eligible new client originations and manage Treasury’s FAS 133 SOFR Cash Flow Hedge program for TTS Trade, in order to help the business realize up to $10MM+ in revenue from reduced liquidity costs

• Explore opportunities amongst the Trade and Working Capital Solutions product pillars that can be leveraged to enhance capital and Return on Tangible Common Equity (RoTCE)

• Partner with RWA controllers to ensure validity of Top Side Adjustments (TSAs) and take action, where applicable, to reduce or systemically remediate excess capital (e.g. Corporate Guarantees and Collateral)

• Liaise with Regulatory Policy and Capital Group (RCPG), Capital Interpretive & Analytics Team (CIAT) and Confirmation of Basel Classification Review and Analysis (COBRA) on RWA and capital actions requiring regulatory interpretation to support capital mitigation opportunities

• Provide capital training and develop education initiatives globally, utilizing our partners, for the Services organization to increase knowledge on everything related to RoTCE and capital. Maintain up to date materials and news articles on our dedicated SharePoint for Services

• Support on enhancing self-service data tools and encourage wider use among the organization to self-serve data requirements and utilize dashboards

Key Competencies:

• Wholesale Credit Orientation: Experience working with Risk / Treasury / Finance and Technology / Operations partners in product management or risk capacity; exposure to RWA, TCE, capital and liquidity measures a plus

• Portfolio Management: Understand how TTS’s exposure to client and counterparties combines into the global portfolio and fits into the portfolio’s lifecycle

• Proven Data / Analytical skills: Experience turning complex information into actionable recommendations

• Analytical Problem Solver: Ability to leverage automated technology solutions to answer business problems, innovation mind set and intellectual curiosity

• Partnership and Collaboration Skills: Ability to partner well with a range of stakeholders in the firm to drive objectives to delivery, strong interpersonal skills to identify and resolve conflict to mitigate roadblocks

• Design and Delineating: Proven ability to collaborate with managers in creating and presenting effective presentations for seniors

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, Math, Financial Engineering, Physics, or related field; advanced degree is a plus

• 6+ years relevant experience in the Financial Services / Banking industry

• Understanding of Risk / Treasury / Corporate Banking functions; exposure to modelling concepts (PD, LGD) helpful

• Proven analytical skills for developing data analysis and quantitative strategies

• Highly proficient in Excel, macros, and databases

• Advanced PowerPoint presentation skills a plus

• Excellent interpersonal, influencing, facilitation, and partnering skills with key stakeholders and senior management

• A demonstrated history of delivering on initiatives

• Ability to work under pressure in a highly professional environment

• Passion, integrity, positive attitude, mission-driven, and self-directed

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:

The Securities & Derivatives Associate Analyst is responsible for investigating and settling compensation claims internally and externally for the EMEA and NA Capital Market products; primarily OTC Derivatives, Foreign Exchange and Cash Securities.

Responsibilities will include handling and aiding in the timely investigation, and resolution of Interbank / Corporate Compensation Claims. The candidate will need to effectively interact with the front office, operations, relationship managers and external clients. Analyst is expected to be able to:

• Support incoming claim functions including logging the request, investigating the client claim, reducing costs where possible, and initiating payments/journal entries
• Handle outgoing claim functions including identifying client payment delays using reconciliation and product processor systems; investigate the root cause behind the delay; issue claims internally and externally; follow up until claim is paid / settled; and initiating journal entries
• Manage his/her aging and claim portfolio
• Maintain up to date and accurate audit trails for all claims
• Be prepared for weekly aging sessions to ensure claims lifecycles are on track and being met
• Meet or exceed departmental control and performance standards
• Prepare, analyze, and respond to queries for business, client and ad hoc reports
• Participate in client and business conference calls
• Support data collection and reporting for the OCRM and relationship managers for client visits
• Participate in individual and team initiative process improvements

People Agenda:

• Championing diversity and inclusion to create a working environment which allows our People to thrive and excel

Organizational Transformation:

• Driving and supporting the delivery of strategic platform re-engineering initiatives, with conscious intent to standardize and industrial flow, reducing manual touch points and aligning tech delivery vs. business goal and wallet share optimization
• Driving the implementation of initiatives to continuously improve STP rates and productivity, including the use of robotics, workflow and other innovative re-engineering techniques

Qualifications and Skills:

• BS/BA degree or equivalent work experience preferred
• Excellent investigative and analytical skills
• Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology
• Strong communicator who is articulate and concise, written and verbal
• Strong risk management and control mindset
• Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources
• Self-reliant, good problem solver, results oriented
• Ability to establish and build trust with professionals throughout the business
• Must be detail oriented, able to meet deadlines, and have the ability to work in a collaborative team environment
• Excellent multi tasking skills with the ability to work in multiple systems and handle high email volumes

Anticipated Posting Close Date:

he senior compliance risk analyst

Responsibilities:

• Reviews and analyzes surveillance and trading activity data and assists with developing, maintaining, and performing surveillance reviews and reports as necessary.
• Identifies potential risks and escalates the issue to a designated supervisor/manager and the respective product coverage areas, as appropriate.
• Provides troubleshooting support on a wide variety of projects, including ad-hoc projects and regulatory exams directed by other organizations within the compliance and legal departments, to ensure they remaining compliant with regulatory and legal requirements.
• Monitors adherence to ICRM’s risk policies and relevant procedures and remains abreast of any changes to regulations and or policies to prevent risk and protect the organization.
• Assists with editing and maintaining ICRM program related materials and interacts with other areas within Citi in a collaborative manner to provide best-in-class surveillance support.
• Influences senior managerial decisions by advising, counseling, and contributing to team deliverables and projects that impact both the team and the business.
• Acts as a subject matter expert (SME) to senior stakeholders and/or other team members.
• Assumes both formal and informal leadership roles within team and assists in training and mentoring new team members upon their arrival.
• Assesses and mitigates risks to ensure that team projects and deliverables are uninterrupted, and that Citigroup’s reputation is safeguarded when business decisions are made.
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the company's reputation and safeguarding Citi, 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; experience inForeign Exchange, Fixed Income Product, and Markets is preferred
• Knowledge of Compliance laws, rules, regulations, risks and typologies
• A general understanding of securities trading and corresponding regulations with proven ability to prioritize and manage multiple responsibilities
• Excellent research and analytical skills
• Excellent written and verbal communication skills
• Must be a self-starter, flexible, innovative and adaptive
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as subject matter expert (SME) to senior stakeholders and/or other team members.
• Demonstrated interpersonal skills with the ability to work collaboratively and with people at all levels of the organization, as well as the ability to navigate a complex organization.
• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
• Excellent project management and organizational skills and capability to handle multiple projects at one time
• Proficient in MS Office applications (Excel, Word, PowerPoint)
• Knowledge in area of focus
• Work collaboratively with regional and global partners in other functional units; ability to navigate a complex organization
• Adaptable to change and willing to work in a fast paced environment with a positive attitude

• Bachelor's/University degree or equivalent experience;Advanced degree (e.g. JD, MBA) is a plus

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:

Citi Research focuses on delivering high quality investment insights to clients on a global basis with an emphasis on independence and objectivity in its products and insights

The Citi US Equity Strategy team within Citi Equity Research is seeking a Senior Associate level professional. This person will be integral to the analysis incorporated into the four components of our current product offering. The primary product is core US Equity Strategy predicated on proprietary fundamental analysis while leveraging macro inputs and perspectives. This is complemented by unique Thematic and ETF Strategy offerings. An ancillary focus on US Small/Mid Cap rounds out the product focus.

The Research Sr Associate is a seasoned professional role. The expectation is for immediate impact on all facets of our strategy product. You will apply in-depth disciplinary knowledge, contribute to the development of new analyses, while improving current processes and workflow. Candidates should possess working knowledge of economic and investment concepts and applications. Exceptional data science capability is a prerequisite. Strong communication skills including interpersonal, written and presentation round out the ideal candidate.

Responsibilities:

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• Analytic support involving data analysis and manipulation from multiple sources. Advanced excel and coding skills are critical to this.
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquires and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• 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:

• 3-5 years previous experience
• Experience in Equity Research
• Good knowledge of accounting and modelling
• Experience in supporting senior research analysts
• Excellent inter-personal, writing and communication skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor’s/University degree or equivalent experience.
• MBA or graduate degree and/or CFA preferred.

Anticipated Posting Close Date: