Investment Finance - Portfolio Management Specialist

Citibank - More jobs by this advertiser
Investment Finance - Portfolio Management Specialist-19034701

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 Standardsexplain 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 to are widely available to all.


Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.  In the past, Citi has provided most of its internal reporting on a business by business basis.  With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.  This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position

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.


•           Knowledge of financial markets, investments, banking and loan products

•           Financial and cash flow modelling

•           Advanced Excel, Word and PowerPoint


•           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

  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

13 September 2019
Location: United States Cadiz Los Angeles
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

Bookmark and Share
  • Previous Next

This website uses cookies

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our Cookie Policy.
I agree
Read more