Balance Sheet Mgmt Senior Lead Analyst

Getzville, New York
Citi
The Balance Sheet Mgmt Sr Ld Anlst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. 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. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• Contributes to the governance of funding, investing and analytics of the balance sheet. This includes
• Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
• Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
• The position will require both individual analytical work as well as partnership across teams to identify solutions to business inquiries in a timely manner and own the implementation / execution steps to autonomousl drive open issues to completion.
• Directs project prioritization, platform direction, and future state planning and strategic direction.
• Exposure into various facets of Risk and Finance Processes within Citi; interacting with various levels within the organization.
• Performs other duties and functions as assigned
• 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:

• 10 plus years of experience working for a financial services organization
• Experience with effectively analyzing Actual and Forecast results with a comprehensive knowledge of Transfer Pricing and other Intercompany items
• Thorough knowledge of key Interest Rate Risk metrics (IRE, EVS) , working knowledge of Citigroup Financial Systems (PEARL / GENESIS / Etc.)
• Proficiency with standard analysis tools (Excel / Access / SQL)
• Excellent written and oral communication
• Demonstrates thorough knowledge fundamental Balance Sheet and P&L

Education:

• Bachelors degree, potentially Masters degree

Balance Sheet Analytics and Management (BSAM) is a specific team within Treasury’s Balance Sheet Management function

The BSAM group is responsible for managing the overall balance sheet of the firm to drive results and achieve financial targets, driving internal and external communication of the strategy and performance of the balance sheet, and conducting analytics and projects related to the firm’s balance sheet, capital, liquidity and NIR/NIM.

In addition, the group partners and collaborates with teams across the firm including Business Treasury, Legal Entity Treasury, Citi Treasury Investments (CTI), Capital Management, Business and Corporate FP&A, Investor Relations, Controllers, Risk and FRSS to achieve the objectives of Treasury and the firm.

In addition to mastering specific assignments, it is expected that the participant will utilize this opportunity to gain an understanding of how Treasury and Finance groups are structured and build a broad network across functions.

Some of the opportunities that the candidate will have include:

• Perform in-depth analysis of Citi’s balance sheet activity and produce and coordinate materials for senior management as part of monthly CFO balance sheet reviews, quarterly earnings prep sessions, ALCO meetings, Board meetings, among others, in order to provide senior management with key insights and drive decision making
• Support coordination of work streams on behalf of Treasury related to Citi’s core financial forecasting processes including the annual Operating Plan, QMMF and monthly Outlooks

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Job Family Group:

Finance –

Job Family:

Balance Sheet Management

Time Type:

Full time

Primary Location:

Getzville New York United States

Primary Location Salary Range:

$121,040.00 – $181,560.00

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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