Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Portfolio Banker - NAM Core Client Team

Expired Job

Citigroup Inc. New York , NY 10007

Posted 3 months ago

  • Primary Location: United States,New York,New York

  • Education: Bachelor's Degree

  • Job Function: Risk Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18040699


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.


As a member of the Global Industries and Regional Credit ("GI & RC") group, this position will be a part of the NAM Core Client team and will manage corporate credit exposures in a variety of products to a broad range of clients from global investment grade names to smaller non-investment grade names. This position will support industry, product and risk partners in day to day credit activities as well as episodic strategic activities such as M&A.

Key Responsibilities

  • Maintain and manage a portfolio of complex cross-product (derivatives, ECA financing), cross-market (senior bank / bond) transactions

  • Transactions include acquisition financing, leveraged financing, recapitalizations, and securitizations

  • Primary industry coverage for the North American market

  • Work with Capital Markets counterparts on credit approval and execution of transactions identifying key risks and structuring transactions to mitigate credit concerns

  • Manage deal approval process including preparation of credit approval memos and transaction execution with product partners

  • Review, approve, and manage credit analysis on a quarterly and annual basis

  • Co-manage troubled assets with IRM colleagues including valuation analysis, amendment approvals and monthly credit reviews

  • Assist with special projects including stress testing, portfolio reviews, FCR, Risk Rating processes, Credit Policies and other programs reviews across product groups

  • Interface with internal product / regional counterparts on new and existing deals

  • Meet with sponsors and work with bank syndicates (as Agent) and consultants

  • Work with portfolio manager on risk mitigation at both inception of transaction and ongoing

Development Value

  • This role supports significant and important industries at Citi and this person will have the opportunity to shape the firm's approach to dealing with transactions in across various industries, which includes everything from transaction approval to credit exposure management

  • This role will regularly interact with clients as transactions are being structured and contracts are being negotiated, and with regulators on specific deliverables

  • This person will have access to Citi's relationship managers and will have the opportunity to develop a more thorough understanding of a client's business plan

  • Capability to seamlessly move from one industry to another depending on market opportunities as well as day to day deal flow from our diverse customer set


  • Strong understanding of corporate finance and banking products

  • Knowledge of bank and capital markets products and services; specific industry familiarity helpful

  • Strong product and industry knowledge

  • Solid understanding of policies and procedures impacting the Credit Risk Management framework

  • Sound risk and business judgment on the full spectrum of risk issues

  • Independent problem solving skills

  • Demonstrable skills required

  • Strong written and verbal communication skills with the ability to present analysis and recommendation in a succinct manner

  • Proven strong analytical skills with good attention to detail, ability to provide big picture decision making and to mentor junior staff

  • Demonstrated aptitude for tackling analytical questions through quantitative modeling and the analysis and manipulation of large data elements

  • Ability to meet deadlines created due to business needs

  • Ability to conduct onsite due diligence visits with relationship managers

  • Bachelor's degree in Business Administration, Finance, or Economics preferred

  • 5 7 years credit risk or relevant experience, preferably gained at either Citigroup or at a major institution

  • An MBA, CPA, or CFA preferred and formal Credit Training is a plus

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Analyst Fixed Income Core PM Credit Portfolio Manager

Blackrock, Inc.

Posted 4 days ago

VIEW JOBS 12/6/2018 12:00:00 AM 2019-03-06T00:00 About BlackRock BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of September 30, 2018, the firm managed approximately $6.44 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit | Twitter: @blackrock | Blog: | LinkedIn: Job Description: BlackRock's Fixed Income team manages more than $1 trillion in global fixed income assets across index, active long-only, alternative, and liability driven strategies. The platform offers fixed income investors one of the industry's broadest array of investment choices across model-based and fundamental investment styles. BlackRock is seeking a candidate to join the Fixed Income Core PM team as a Credit Portfolio Manager. Responsibilities * Manage credit exposure for USD fixed income portfolios within risk tolerances, while complying with client/fund guidelines and restrictions * Participate in market and alpha generation discussions. Assist in market research efforts and contribute to alpha through relative value and portfolio construction * Raise orders to implement and maintain portfolio positioning. Work with Trading to monitor execution * Monitor and invest cash flows resulting from client subscriptions and redemptions * Research and resolve compliance violations due to both active and passive movement * Enhance portfolio management processes. Contribute to development and implementation of portfolio construction and reporting tools * Establish strong business relationships with numerous internal teams (Business Management, BRS, GPAS, BPI, Operations, Compliance, Onboarding, Trading, RQA, etc.) * Work closely with the team's product specialists to ensure smooth onboarding process and account activation for all new mandates and generating reports and analysis for client queries Qualifications * BA/BS required. Progress toward CFA a plus * 2+ years of experience and knowledge of Fixed Income markets strongly desired * Fixed income and general finance knowledge, including an understanding of bond math and risk * Ability to learn fixed income markets, including complexities of different issue types, liquidity, and trading * Ability to grasp quantitative concepts of risk and exposure, and their application to portfolio management * Strong process-oriented background including introduction of controls and procedures. Able to demonstrate keen awareness of operational risk issues * Strong technical skills including advanced Excel, Aladdin, Python required * Ability to adapt quickly to changing market environments and perform under tight time constraints * Strong problem solving skills and diligent attention to detail * Good communication skills BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law. Blackrock, Inc. New York NY

Portfolio Banker - NAM Core Client Team

Expired Job

Citigroup Inc.