Investment Finance – Portfolio Management Specialist

Primary Location: United States,New York,New York

Education: Bachelor’s Degree

Job Function: Private Client Product Mgmt

Schedule: Full-time

Shift: Day Job

Employee Status: Regular

Travel Time: Yes, 10 % of the Time

Job ID: 17007911

Description

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Job Overview:
An Investment Finance (IF) Portfolio Management Specialist’s primary responsibility is to perform the underwriting and analysis required to obtain the credit approval of Citi Private Bank’s core lending products, and to work alongside IF Transactors in the generation of prudent and sustainable lending revenue for the business.

This is a demanding role that requires strong analytical skills to perform loan underwriting, while ensuring compliance with Risk Acceptance standards and Credit Policy. The key responsibilities include: preparation of credit approval packages, controlling for accuracy and completeness of data; financial analysis, including cash flow statements; collateral evaluation; as well as preparing and negotiating documentation for facilities. The ability to maintain tight controls over the process and work under pressure to tight deadlines is an essential element of the role. The Specialist will be required to influence all stakeholders, including Private Bankers, Risk, auditors and other areas of the Bank to ensure processes meet the Banks’s high standards. Finally, problem recognition and assisting with remedial management is an important component.

An IF Portfolio Management Specialist is expected to pursue the required career development and training in order to ultimately achieve the status of Business Senior Credit Officer.

Qualifications

SKILLS AND EXPERIENCE

Knowledge of financial markets, investments, banking and loan products

Financial and cash flow modeling

Advanced Excel, Word and PowerPoint

COMPETENCIES

Excellent communication (written and verbal)

Strong interpersonal skills

Strong organizational skills

Good attention to detail

Ability to work under pressure to tight deadlines

Demonstrates initiative with an interactive approach to problem solving

Team player