Balance Sheet Management Senior Lead Analyst, Citi

Citi

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Responsible for assisting with the liquidity management of the US Holding Company Treasury, including working with the Capital markets team to execute funding transactions to balance liquidity risk positions. The role will also play a key part in the development of balance sheet analysis tools and oversight of the Resolution and Recovery plan requirements of the covered entities.

Job Responsibility:

Management of Parent Company Liquidity position and funding flows including closely coordinated positioning requirements of Bank and Broker Dealer businesses
Global legal vehicle re-structuring initiatives related to changes in tax rules, emerging/ongoing resolution requirements, legal entity simplification, and acquisition/divestiture activity
Global M&A support for all acquisition/divestiture/joint venture initiatives
Contribution to the governance of funding, investing and analytics of the balance sheet
Management of liquidity risk
Oversight of Legal entity Capital and interest rate risk
Legal entity structure and capital forecasting
Involvement in Intra Citi Legal entity lending
Executing a suite of controls designed to demonstrate all processes meet Citi’s risk and controls Standards of execution

Requirements:

Bachelors degree in Finance, Accounting or related field, MBA, CPA, or CFA a plus
10+ years of experience working for a financial services organization, including Treasury and Finance highly preferred
Core knowledge of balance sheet analysis and asset/liability management concepts should be supplemented with in-depth experience in at least 2 of the following subject matter areas: Liquidity Risk management, Capital management, Legal Entity Funding/Treasury management, Balance Sheet management/Optimization, including familiarity with banking and/or broker dealer product sets, Multi-disciplinary Project Management including a strong Risk and Controls understanding for comparable US-GSIBs, Banking Regulation covering Treasury risk disciplines, Resolution planning a plus
Thorough knowledge of key liquidity and Interest Rate Risk metrics, working knowledge of Citigroup Financial Systems (RUBY / PEARL / GLRS / GENESIS) a plus
Proficiency with standard analysis tools (Excel/Access/SQL), Tableau a plus
Excellent written and oral communication including ability to make presentations and lead large group meetings with ease in an audience appropriate context

Nice to have:

MBA, CPA, or CFA
familiarity with banking and/or broker dealer product sets
Resolution planning
working knowledge of Citigroup Financial Systems (RUBY / PEARL / GLRS / GENESIS)
Tableau

What we offer:

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave) & paid holidays

Additional Information:

Job Posted:
August 21, 2025

Expiration:
August 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Balance Sheet Management Senior Lead Analyst