Portfolio Manager- Assistant Vice President - New York

Department Overview:The Credit Financing team is part of the Spread Products division within Markets. The business focuses on customized financing solutions for strategic clients including large, well-known alternative investment managers. These facilities are backed by a range of assets, including broadly syndicated and private loans to corporate borrowers, and are primarily retained for Citi's portfolio but may also be securitized into the capital markets or syndicated to other institutional investors. The team is highly collaborative and has built and maintained a market-leading financing franchise for close to two decades. The team manages around USD 30bn of financing globally and continuously expanding.Role Overview:To be part of a newly created in-business portfolio management team within the Credit Financing business. The portfolio management team will generally support the Credit Financing business on portfolio management, monitoring, controls, execution, risk and regulatory reporting and analysisWork Profile Specifics:The Portfolio Management team will take responsibility for ongoing portfolio management and reporting, including monitoring of borrowing base reports, valuation work, covenant monitoring, and maintaining of collateral databases. The role responsibilities will include:Supporting creation and ongoing management of Borrowing Bases in partnership with Originations and Credit Underwriting teams;Ensuring accuracy and alignment with credit guidelines Spearhead assimilation of Borrowing Bases into internal systems, facilitating seamless ingestion, validation, reporting, and analytics;Proactively managing Credit Risk by monitoring credit quality indicators (e.g., AVAEs);Generating detailed reporting, initiating remediation actions, and maintaining comprehensive process guidelines;Participating in satisfying Regulatory Compliance, including Basel reporting and conformity with applicable standards;Collaborating with cross-functional teams to drive the development and execution of Strategic Technology initiatives that support business objectives; andIdentifying and implementing opportunities to optimize processes and enhance controls frameworks to mitigate risks and improve operational efficiencyQualifications:5-8 years of experience in a related roleKnowledge of Credit Financing and Securitizations is preferred but not requiredAptitude in risk management, with ability to track, action, and drive process as applicableAwareness of regulatory frameworks, including but not limited to; Basel Capital Calculations and reporting requirementsProficiency in data scalability and integration, including ingestion, validation, and reporting workflowsFamiliarity with technology-driven process improvements, task automation, and control optimizationExcellent analytical and problem-solving skills, with track record of driving efficiency and accuracyStrong written and oral communication skills, as well as demonstratable ability to comprehend legal documentation (including loan facility agreements)Key Competencies:Analytical Rigor. Strong attention to detail is keyOrganized and process driven, with focus on process optimizationProven ability to work effectively in a team setting, manage stakeholders, and collaborate across functionsDesire to deepen Regulatory and Compliance acumenFoundational knowledge of Credit Risk and corresponding controlsFamiliarity of driving change via Technology at scaleProficiency in Excel is mandatory, knowledge of VBA a plusEducationBachelor's degreeUniversity degree or equivalent experienceJob Family Group: Institutional TradingJob Family:TradingTime Type:Full timePrimary Location:New York New York United StatesPrimary Location Full Time Salary Range:$150,000.00 - $175,000.00In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.Anticipated Posting Close Date:Feb 10, 2025Citi 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.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools andor apply for a career opportunity review Accessibility at Citi.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting

Created: 2025-02-27