Capital Planning Senior Policy Analyst, Citi

Citi

Location:
United States, Charlotte ▼
Tampa

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Capital Planning and Management is a division that owns the enterprise-wide capital planning and management processes for Citigroup and its legal entities, and ensures integrity and efficiency of Citigroup and CBNA capital profiles across the capital continuum. This role focuses on capital planning, management, and stress testing by operationalizing controls, designing processes, and supporting strategic initiatives.

Job Responsibility:

Provide strategic support and execution for the Capital Policy and Management Function
Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives
Help operationalize controls associated with and in support of Citi's capital policy documents.
Create or update policy, standards, procedures and applicable controls and supporting process documents
Engage in management activities, such as strategic initiatives, planning, execution and issue closures
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 others and create accountability with those who fail to maintain these standards.

Requirements:

7+ Years relevant experience
Prior experience in managing highly visible, complex initiatives and/or consulting experience
Capable of diving into details, while bringing a strategic add big picture perspective
Deep expertise in control environment and associated systems and tools of a large financial institution
Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions
Experience with and confidence in delivering presentations to senior management
Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment
Excellent oral and written communications skills
must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders.
Knowledge of the financial services industry and technology
PowerPoint, Excel, and data visualization tools such as Tableau
Bachelors/University degree, Master’s degree/CFA preferred

Nice to have:

Knowledge of the financial services industry and technology
PowerPoint, Excel, and data visualization tools such as Tableau

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
November 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Capital Planning Senior Policy Analyst