Citi US | Portfolio Manager - Credit Financing Team - AVP

Responsibilities

• Join the in-business portfolio management team within the Credit Financing business.
• This role is designed for a professional with a strategic mindset towards data.
• The role will support the strategy, maintenance, execution, governance of data across the portfolio.
• We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
• You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects.
• Design and implement strategies for data modeling, storage, and hygiene across our suite of applications.
• Develop, support and manage processes for seamless data ingestion, validation, and reporting.
• Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insights.
• Automate & Optimize Reporting: Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks.
• Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technology.

Requirements

• Knowledge of Credit Financing and Securitizations is preferred but not required.
• Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows.
• Aptitude in data management, with ability to track, action, and drive process as applicable.
• Familiarity with technology-driven process improvements, task automation, and control optimization.
• Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy.
• Strong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements).
• Analytical Rigor. Strong attention to detail is key.
• Proven ability to work effectively in a team setting, manage stakeholders, and collaborate across functions.
• Desire to deepen understanding of regulatory and compliance frameworks.
• Foundational knowledge of Credit Risk and corresponding controls.
• Familiarity with driving change via Technology at scale.
• Proficiency in Excel is mandatory; knowledge of VBA, SQL, or other data analysis tools is a plus.

Citi US

Citi US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in New York, Getzville, Tampa and Miami.

• Industry: BFSI / Investments / Insurance