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Citi Group BSM Lead Analyst – - PBWM C13 VP 
United States, New York, New York 
502477102

06.09.2024

Job Description

This candidate will take on the role of a lead analyst supporting the Executive Decision Support function within the USPB & Wealth Business Treasury team. Primary areas of focus and responsibility will include:

  • Providing analytical support on Treasury matters to all product lines across USPB & Wealth to help drive alignment of business goals with the firm-wide objectives
  • Producing executive-level presentation materials, with a focus on distilling down complex problems or concepts into impactful analyses for presentation and decision making in high profile senior forums
  • Implementing frameworks to provide visibility on key balance sheet, capital, and profitability metrics to support senior management in Treasury and the business
  • Developing analytical tools and capabilities to convey implications of strategic recommendations on business performance and review/challenge forecasts
  • The candidate will gain broad exposure to business drivers and strategy, balance sheet dynamics, transfer pricing mechanics, interest rate risk management, and liquidity characteristics
  • The candidate will have an opportunity to work with partners across Treasury, Finance, and the USPB & Wealth businesses
  • In addition, the candidate will also have an opportunity to develop firsthand knowledge of Citi's financial data flow and key processes (monthly actuals, short-term and long-term forecasting) through a Business Treasury lens

The ideal candidate will have a broad understanding of Finance and Treasury. Consumer bank and/or wealth management business experience is a plus. Specific qualifications include:

  • Demonstrable analytical and problem-solving capacity within a dynamic environment
  • Strength in efficiently managing large datasets and extracting critical insights
  • Ability to concisely communicate analytical objectives, observations and relevance of findings across the organization in written, visual, and verbal forms
  • Strong ability to work both independently and collaborate as part of a team
  • Proven record of execution and proficiency at managing multiple projects and work streams
  • Experience with Citi’s financial systems and financial data infrastructure a plus
  • Minimum 3 to 5 years of experience in a Treasury, Finance or business product management role
  • BA/BS in Finance, Economics, Accounting, Engineering or Mathematics; MBA is a plus
Balance Sheet Management

Full timeNew York New York United States$142,320.00 - $213,480.00



Anticipated Posting Close Date:

Sep 10, 2024

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