Balance Sheet Management Lead Analyst Job at Citi (Mumbai)

Balance Sheet Management Lead Analyst

The Balance Sheet Management Lead Analyst will drive sophisticated balance sheet...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's (Master's preferred) degree in Finance, Economics, Mathematics, Computer Science, Operations Research, or related field
8-12 years' experience in treasury, ALM, balance sheet strategy, or risk modelling roles
Proficiency in Python programming and optimization techniques
Prior exposure to QRM or other ALM systems strongly preferred
Strong ability to translate financial system dynamics into models and insights
Curiosity and self-motivation to understand how banks work and solve problems from first principles
Excellent communication and stakeholder management skills
Solid understanding of capital, liquidity, and interest rate risk regulations
End-to-end knowledge of Capital, Liquidity, and Interest Rate Risk management

Job Responsibility

Design frameworks that integrate Capital, liquidity, and funding strategies into a cohesive optimization environment
Partner with engineers and data providers to ensure QRM is fully aligned with upstream and downstream data feeds
Build and enhance models to simulate, stress-test, and optimize the firm's balance sheet
Lead configuration and rollout of QRM, including product hierarchies, data models, and scenario frameworks
Translate business requirements into modelling solutions and present results to senior stakeholders
Ensure all models and processes meet regulatory standards and governance frameworks
Provide technical direction and knowledge transfer to junior team members

What we offer

Direct exposure to senior leadership and treasury strategy
Opportunity to grow career, give back to community and make real impact
Global benefits supporting well-being, growth and work-life balance

Fulltime

Balance Sheet Management Lead Analyst

The Liquidity Management Lead Analyst is an individual contributor position with...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
knowledge of MAS reporting (financial, liquidity or risk) is desirable
good understanding of how areas integrate within the sub-function/sub-business and contribute to the objective of the entire function/business
ability to guide, influence and convince others, typically colleagues/peers in other areas
responsible for volume, quality, timeliness and delivery of end results of an area
ability to deal occasionally with complex and variable issues
ability to perform detailed analysis of issues and determine best course of action
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Support the monitoring and execution of Liquidity Risk Reporting, Methodology and Models - enhance processes and drive automation
Use subject matter expertise for the management and Monitoring of Liquidity - Support the team in oversight, Monitoring and Managing of Liquidity Attribution and BCBS compliance
Assist with implementing and enhancing Liquidity Policies and Standards including Calibration of Triggers, Limits, Thresholds and Indicators
Assist in leading the firm’s liquidity regulatory reporting oversight and initiatives
Work with key stakeholders to ensure production and regulatory submission of the Firm’s key liquidity reports including LCR, NSFR, and other key reports
Assist with the design and execution of Strategic Liquidity reporting target operating model
Performs 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, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Fulltime

Quantitative Analyst- Balance Sheet Management Vice President

The Balance Sheet Mgmt Lead Analyst is a strategic professional who will drive t...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in a quantitative, data science, or technical product management role within the financial services industry
Bachelor's degree in a quantitative field such as Finance, Economics, Data Science, Computer Science, Statistics or Artificial Intelligence
Strong understanding of advanced analytics, AI, and data science concepts
Must have advanced analytical skills and the ability to see the big picture
Excellent communication skills are imperative
Experience in product ownership or management
Proven ability to prioritize in a fast-paced, agile environment
Proficiency with data analysis and visualization tools (e.g., SQL, Tableau)
strong experience with data science programming languages (e.g., Python)
Ability to interact with all levels of management and be a collaborative team player

Job Responsibility

Lead the product ownership and development of advanced analytical and AI-powered solutions for balance sheet management
Define and communicate the product vision, strategy, and roadmap for analytical and AI solutions
Drive the design and execution of innovative, data-driven tools and models
Collaborate with Finance, Treasury, technology, and advanced analytics teams to gather requirements
Act as the key liaison between business stakeholders and technical development teams
Appropriately assess risk when business decisions are made

Fulltime

Quantitative Analyst- Balance Sheet Management Senior Vice President

The Balance Sheet Mgmt Sr Ld Anlst is a strategic professional who closely follo...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8+ years of experience in technical product management, quantitative analysis, or data science within the financial services industry
Expert-level proficiency in Python for data analysis, modeling, and automation
Advanced skills in Tableau for data visualization and dashboard creation
Strong technical foundation with demonstrated experience in rapid prototyping and taking complex analytical products from concept to full deployment
Excellent communication skills
Proven ability to lead and influence cross-functional teams in a complex, agile environment
Substantial experience in product ownership at a senior level
Ability to work independently, manage multiple senior stakeholders, and navigate a fast-paced environment
Bachelor's degree in a quantitative field such as Computer Science, Data Science, Finance, Economics, or Statistics is required
A Master's degree or PhD is highly preferred

Job Responsibility

Own and direct the product strategy, vision, and roadmap for balance sheet management solutions, with a strong emphasis on applied AI and machine learning
Articulate the product strategy and roadmap to stakeholders at all levels
Lead the end-to-end product lifecycle, including the design, prototyping, and deployment of data-driven tools and models
Partner with senior leaders in Finance, Treasury, and Technology to identify business opportunities and translate them into technical requirements and product features
Act as the primary liaison between business stakeholders and technical teams
Mentor product and technical teams, establishing best practices for product management and data science within the group
Uphold stringent risk and control standards, demonstrating sound judgment regarding the firm's reputation and assets

Fulltime

Quantitative Analyst- Balance Sheet Management Vice President

The Balance Sheet Mgmt Lead Analyst is a strategic professional who will drive t...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in a quantitative, data science, or technical product management role within the financial services industry, with a strong emphasis on building and deploying AI solutions and utilizing AI tools
Bachelor's degree in a quantitative field such as Finance, Economics, Data Science, Computer Science, Statistics or Artificial Intelligence
Strong understanding of advanced analytics, AI, and data science concepts, with a proven ability to apply them to solve complex financial problems and a demonstrated capacity to use AI tools and build AI solutions
Must have advanced analytical skills and the ability to see the big picture, connecting data-driven insights to strategic business objectives, specifically leveraging AI tools for analysis and building AI solutions for strategic impact
Excellent communication skills are imperative, with the ability to make complex technical and financial subjects easily digestible for senior management and non-technical audiences, particularly when discussing AI tools and AI solutions
Experience in product ownership or management, with a track record of leading the development of data or technology infrastructure from a business perspective, including hands-on experience in building AI solutions and implementing AI tools
Proven ability to prioritize in a fast-paced, agile environment, manage multiple stakeholders and ability to work independently, with a keen eye on optimizing processes using AI tools and accelerating the development of AI solutions
Proficiency with data analysis and visualization tools (e.g., SQL, Tableau)
strong experience with data science programming languages (e.g., Python), and practical experience with AI tools and frameworks to build AI solutions
Ability to interact with all levels of management and be a collaborative team player, fostering an environment that embraces AI tools and AI solution development

Job Responsibility

Lead the product ownership and development of advanced analytical and AI-powered solutions for balance sheet management, leveraging AI tools to streamline development and enhance solution capabilities
Define and communicate the product vision, strategy, and roadmap for analytical and AI solutions, ensuring alignment with business goals, with a focus on building cutting-edge AI solutions
Drive the design and execution of innovative, data-driven tools and models, including advanced AI-based solutions, that provide insights into liquidity, interest rate risk, capital planning, and overall balance sheet optimization. This includes actively building and deploying AI solutions
Collaborate with Finance, Treasury, technology, and advanced analytics teams to gather requirements, prioritize features, and manage the product backlog for solution development, specifically integrating AI tools and building AI solutions
Act as the key liaison between business stakeholders and technical development teams, translating business needs into actionable product requirements for analytical solutions, and advocating for the use of AI tools to build robust AI solutions
Perform 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. This includes ensuring compliance with applicable laws, rules, and regulations related to data and model governance, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency, particularly in the context of developing and deploying AI solutions and using AI tools responsibly

Fulltime

Quantitative Analyst- Balance Sheet Management - Vice President

The Balance Sheet Mgmt Lead Analyst is a strategic professional who will drive t...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in a quantitative, data science, or technical product management role within the financial services industry, with a strong emphasis on building and deploying AI solutions and utilizing AI tools
Bachelor's degree in a quantitative field such as Finance, Economics, Data Science, Computer Science, Statistics or Artificial Intelligence
Strong understanding of advanced analytics, AI, and data science concepts, with a proven ability to apply them to solve complex financial problems and a demonstrated capacity to use AI tools and build AI solutions
Must have advanced analytical skills and the ability to see the big picture, connecting data-driven insights to strategic business objectives, specifically leveraging AI tools for analysis and building AI solutions for strategic impact
Excellent communication skills are imperative, with the ability to make complex technical and financial subjects easily digestible for senior management and non-technical audiences, particularly when discussing AI tools and AI solutions
Experience in product ownership or management, with a track record of leading the development of data or technology infrastructure from a business perspective, including hands-on experience in building AI solutions and implementing AI tools
Proven ability to prioritize in a fast-paced, agile environment, manage multiple stakeholders and ability to work independently, with a keen eye on optimizing processes using AI tools and accelerating the development of AI solutions
Proficiency with data analysis and visualization tools (e.g., SQL, Tableau)
strong experience with data science programming languages (e.g., Python), and practical experience with AI tools and frameworks to build AI solutions
Ability to interact with all levels of management and be a collaborative team player, fostering an environment that embraces AI tools and AI solution development

Job Responsibility

Lead the product ownership and development of advanced analytical and AI-powered solutions for balance sheet management, leveraging AI tools to streamline development and enhance solution capabilities
Define and communicate the product vision, strategy, and roadmap for analytical and AI solutions, ensuring alignment with business goals, with a focus on building cutting-edge AI solutions
Drive the design and execution of innovative, data-driven tools and models, including advanced AI-based solutions, that provide insights into liquidity, interest rate risk, capital planning, and overall balance sheet optimization. This includes actively building and deploying AI solutions
Collaborate with Finance, Treasury, technology, and advanced analytics teams to gather requirements, prioritize features, and manage the product backlog for solution development, specifically integrating AI tools and building AI solutions
Act as the key liaison between business stakeholders and technical development teams, translating business needs into actionable product requirements for analytical solutions, and advocating for the use of AI tools to build robust AI solutions
Perform 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. This includes ensuring compliance with applicable laws, rules, and regulations related to data and model governance, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency, particularly in the context of developing and deploying AI solutions and using AI tools responsibly

Fulltime

Senior Balance Sheet Management Analyst - Python Developer

Wells Fargo is seeking a Senior Balance Sheet Management Analyst. In this role, ...

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

August 17, 2026

Requirements

4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bachelor’s or Master’s degree in Computer Science, Information Technology, or related field
Strong experience in software/data engineering roles, with at least 5 years in Python development
Strong experience in SQL, data modeling, and ETL frameworks
Proficiency in Python libraries such as Pandas, NumPy, PySpark
Experience with cloud platforms (AWS, GCP, or Azure) and tools like BigQuery, Airflow, or Databricks
Excellent problem-solving, communication, and stakeholder management skills

Job Responsibility

Lead or participate in moderately complex initiatives related to balance sheet management activities including measuring and managing risk arising from a mismatch of liquidity and cash flow profiles of assets and liabilities
Review and analyze liquidity risk management, foreign exchange risk management, and interest risk management and provide overall advisory on such matters
Be responsible for moderately complex reporting and analytics on treasury balance sheet management metrics
Ensure accurate recurring deliverables are completed and compliant with various risk management regulatory requirements
Ensure data quality and establish controlled processes
Make recommendations to more experienced group members and management
Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals
Interact with internal customers as well as outside parties including accounting and consulting firms
Design, develop, and maintain scalable and efficient data pipelines and ETL workflows using Python
Collaborate with data scientists, analysts, and business stakeholders to understand data requirements and deliver actionable solutions

Balance Sheet Strategy Lead Analyst – Data Architecture & Analytics

The Balance Sheet Strategy Lead Analyst will be a hands‑on contributor responsib...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, Engineering, or related field (Master’s preferred)
6–10 years of experience in Treasury, balance sheet strategy, risk analytics, data engineering, or quantitative finance
Strong Python programming experience (data pipelines, modelling, analytics)
Proficiency with Tableau or similar BI tools
Experience designing data models, schemas, and analytics architectures for large and complex financial datasets
Ability to translate complex banking balance sheet dynamics into structured data and analytical frameworks
Demonstrated intellectual curiosity, self‑direction, and ability to derive analytical approaches from first principles
Ability to communicate technical concepts clearly to senior Treasury and business stakeholders
Understanding of capital, liquidity, and interest rate risk frameworks (e.g., CET1, RWA, LCR, NSFR, IRRBB)

Job Responsibility

Design and implement scalable data models and architectures to represent the bank’s balance sheet across products, businesses, and legal entities
Develop analytics pipelines, tools, and dashboards that support Treasury decision‑making including capital allocation, liquidity management, and funding strategy
Build and maintain Python-based workflows for data ingestion, transformation, validation, and analytics
Create and maintain Tableau dashboards and other analytical outputs for senior Treasury, Risk, and Finance stakeholders
Work directly with Treasury, Risk, and Finance teams to translate business requirements into robust data and analytics solutions
Develop and embed data quality checks, documentation, and traceability frameworks aligned with regulatory and internal governance standards
Act as a subject matter expert on data architecture and analytics best practices, contributing to design discussions and solution development without direct people-management responsibilities

Fulltime

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