Job Description

The Balance Sheet Mgmt 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.Wealth Business Treasury is a global team that partners with Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, Liquidity management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the team has a geographical footprint in NY, London, Hong Kong and Malaysia.NAM Mortgage Business Financial Analyst role - C12 sits in the office and supports the US Mortgage franchise. The role requires an experienced professional who can lead decision making efforts, design solutions and partner with business / 2LoD / CTI /LFOs on topics related to prepayment modelling, delta hedging and limit / trigger reviews among others. This requires strong communication and senior stakeholder management skills. The C12 resource also needs to advocate Treasury perspective on IRR and liquidity management goals and importantly align them to the business strategy. The role also provides Treasury coverage on new activity reviews to ensure completeness of liquidity, FTP, IRR and capital impact of new initiatives brought to NAC for approval.Responsibilities:Contributes to the liquidity, balance sheet and interest rate risk management of consolidated Citigroup, CBNA and non-bank entities.May focus on securities investment strategies or, separately, the measurement of business returns and capital allocation.Gains exposure to and learn about Citi's balance sheet, liquidity management, interest rate risk and investment activities as well as business products.Contributes to enhancing processes to manage these exposures in a well governed environment and includes the following:Advises on procedures to enhance reporting and decision making in a given subject area and integrating with other team members to accomplish these plansImproves process efficiencies in assistance of businesses and broader Finance to effectuate increased transparency and more efficient financial resource allocationPerforms other duties and functions as assigned.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:Bachelor's degree in Finance or Accounting or related field preferred,5-8 years of experience in FinanceMust have advanced analytical skills but also the ability to see the big pictureExcellent communication skills are imperative i.e. ability to make complex subjects easily digestible for senior managementExercises proven Power Point and Excel skillsAbility to prioritize in a fast-paced environment Ability to interact with all levels of management Must be a team playerEducation:Bachelors degree, potentially Masters degreeJob Family Group: FinanceJob Family:Balance Sheet ManagementTime Type:Full timePrimary Location:Charlotte North Carolina United StatesPrimary Location Full Time Salary Range:$90,080.00 - $135,120.00In 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.Most Relevant Skills Business Acumen, Data Analysis, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment, Transfer Pricing.Other Relevant Skills Assessment, Credible Challenge, Regulatory Compliance, Risk Management.Anticipated Posting Close Date:Jul 24, 2025Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi's EEO Policy Statement and the Know Your Rights poster.

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