Citi Group Investment Commercialization Partnerships Manager Citi Ventures – C13/VP 

United States, New York, New York 

900696395

Position Description

This individual will report to the Head of Portfolio Operations at Citi Ventures and will be responsible for:

• Developing reports to accurately track Citi Ventures progress on portfolio and non-portfolio company commercializations and Pilots/POCs, collaborating with Innovation teams and Citi BUs to do so
• Leading the creation of Affinity dashboards to track and monitor goals related to # Commercializations and # New Capabilities Introduced
• Partnering with CV Investors to manage efforts to commercialize CV portfolio companies, supporting the journey from inception to completion. Help operationalize Commercialization and Partnership progress within each vertical, with focus on planning, execution, and issue resolution efforts
• Engaging with Citi Ventures portfolio company founders and sales leaders to provide support and guidance on Citi commercialization and TPRAP (third party risk assessment review) process and help set up calls, intros, and demos with internal Citi BU stakeholders interested in their tech
• Overseeing the quarterly Catalyst Forum, including the agenda, content, and updates
• Portfolio Client Development: in order to enhance the number of portfolio companies that are clients of Citi, developing and maintaining processes with the product groups (Banking, Wealth, Services and Markets) to driver referrals and track client metrics
• Identifying additional opportunities through engagement with Innovation Partners across Citi
• Leveraging best practices from cross-functional partnerships team and other internal partners to contribute towards the development of a robust internal C&P function within Citi Ventures
• Collaborating with the Citi Ventures Marketing and Communications team to advance commercialization awareness and Business Unit and Function connectivity and related thought leadership
• Assisting MarComms team and CV Investors with any research or content creating for various fintech/enterprise Saas deep dive, landscapes, newsletters, etc

In addition to the above core set of responsibilities, this individual will broadly be responsible for portfolio and business management activities including providing analytical, operational and risk management support across venture investing activities including, but not limited to:

• Supporting operational tasks related to the new Investment Assessment and Due Diligence process
• Assisting with monthly/quarterly metrics collection to assess performance against set Citi Ventures goals and accomplishments, delivering key insights on risk & opportunities vs. goals
• Utilizing Affinity CRM platform to ensure all records are kept up to date and all analytical dashboards reflect accurate information. Assist with ideation and development of new Affinity based dashboards to track sales team performance against goals and funnel/pipeline conversion metrics
• Collaborating with Finance partners to prepare updates to Quarterly Portfolio Reviews, specifically as it relates to data gathering, slide preparation, commercialization updates, and more
• Other CV Investor support and risk management responsibilities, inclusive of managing weekly team routines

• Bachelor’s degree in a quantitative discipline: Finance, Mathematics, Sciences, Statistics, Economics, Management, Operations Research
• 5+ years of work experience in Financial Services, Investment Banking, Investing, Management Consulting, or Data Analytics/Data Science
• Acute attention to detail, substantial problem-solving, as well as self-sufficiency and accuracy in delivering results are essential
• Ability to project manage tasks from start to completion with minimal input and oversight
• Understanding of the Venture Capital landscape inclusive of knowledge of high growth fintech/enterprise SaaS startups and top-tier VC names and their investment strategies, are a plus

Anticipated Posting Close Date:

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