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Citigroup Insurance Finance Sr. Analyst in New York, New York

The Insurance Finance Sr. Analyst is a seasoned professional role. Applies in-depth multi-disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for new product development and management of existing products. Integrates subject matter and project management expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business across geographies. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to screen, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication, presentation skills and diplomacy are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Work and performance of all teams in the area are directly affected by the performance of the individual.


  • Manage projects for development of new Insurance financing products and coordinate with regional teams

  • Assist in management of existing products and coordinate and prepare various management reports required for product management and periodic portfolio review

  • Ensure that all product program requirements are being adhered

  • Recommend and implement process improvement including system enhancement

  • Lead process improvement initiatives and play an important part in development of new products.

  • Understand end to end process flow for Insurance Premium Financing and constantly drive change to improve processing time / time to market

  • Assist with gather market intelligence and acquiring information about comparable products

  • Provide product sales support to private banker teams within your coverage area

  • Assist with product integration initiatives


  • Strong marketing and sales skills

  • Good negotiation skills

  • Strong and proven analytical, financial structuring and execution skills

  • Over 7 years’ banking experience, having managed products, client interactions and operations,

  • Good knowledge of financial markets and loan products

  • Excellent excel and power point skills and ability to work with large databases

  • Excellent communication (written and verbal) and interpersonal skills

  • Ability to work under pressure to tight deadlines

  • Strong initiative and interactive approach to problem solving

  • Displays flexibility and independence in a demanding environment

  • Team player


  • Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Product Services

Job Family:

IF Lending Generalist

Time Type:

Full time

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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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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.