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Citigroup VP, Balance Sheet Lead Analyst in New York, New York

The Balance Sheet Mgmt Ld. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry 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. 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 in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Job Background

Treasury’s Balance Sheet Solutions and Optimization (“BSSO”) unit’s responsibilities cover three key areas:

  • Asset Allocation : Leading the analysis of / investment strategy for optimizing Citi’s $400bn+ global liquidity portfolios

  • Balance Sheet Optimization and Analytics : Identifying and implementing solutions to optimize Citigroup’s balance sheet. This function includes driving modeling / analytics to support security portfolio decision making; review and challenge of capital components forecasts related to the AFS/HTM portfolio for CCAR/DFAST.

  • Costing the Balance Sheet : Leading refinements in the design of Citigroup’s Transfer Pricing, Liquidity Premium and Capital Allocation frameworks to incentivize optimal use of Citi’s financial resources

The successful candidate will join the Balance Sheet Optimization and Analytics team, assisting with modeling and balance sheet optimization initiatives.

Responsibilities:

  • Support the firm-wide AFS/HTM CCAR work stream, including reviewing various Citi and vendor cash flow model outputs.

  • Assist in the modeling initiatives for BSSO and Citi Treasury Investments (CTI), including developing and onboarding new models, while supporting the ongoing maintenance of existing models and their validation.

  • Conduct model governance activities for the set of models under BSSO sponsorship, maintain compliance with the Citi Model Risk Management policy.

  • Design of portfolio analytics, including the development of prototype financial models and tools to better understand and forecast the drivers of financial and risk metrics.

  • Help to produce presentation materials to clearly communicate balance sheet optimization proposals, their benefits / shortcomings and the financial impact.

  • Assist in coordinating and liaising with businesses and functions to educate and garner support for project initiatives.

  • Contribute and support other cross-group projects and initiatives.

Experience & Qualifications:

  • Five or more years of previous experience working in the finance industry.

  • Minimum Bachelor’s degree in a quantitative-focused discipline.

  • Knowledge of financial derivatives and fixed income financial instruments and products including an awareness of bank regulation, accounting, valuation techniques and risk measurement.

  • Analytical background with problem solving skills and an ability to assimilate information across a variety of financial disciplines.

  • Strong interpersonal and communication skills, oral and written, with the ability to converse with a wide variety of people across functions / seniority.

  • Experienced in the use of Microsoft Office applications (Excel, PowerPoint and Word).

  • Ability to handle large amounts of data

  • Coding knowledge such as SQL, VBA and Python, as well as working experience with SharePoint, will also be an advantage.

  • High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress.


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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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

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