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Counterparty Credit Analyst - Funds

https://www.citi.com/ Logo

Citi

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Location:
United States , Irving

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Category:

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Contract Type:
Not provided

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Salary:

96400.00 - 144600.00 USD / Year
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Job Description:

Institutional Credit Management (ICM) is a critical component of Citi’s First Line of defense for wholesale and counterparty credit risk (CCR) management. ICM works with Independent Risk teams to ensure best-in-class risk and controls, and client responsiveness. Key responsibilities of the group include credit analysis, documentation, risk identification, exposure monitoring and stress testing. Within ICM Counterparty Credit Risk (CCR), ICM Funds Underwriting is a global team responsible for measuring, monitoring and controlling counterparty risk for Funds, covering Asset Management Companies, Investment Advisors as Agent, and Pension Funds.

Job Responsibility:

  • Assess the credit and financial strength of Citi’s Real Money Funds Clients by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors
  • Complete Credit Analysis Write-up Memos and Final Obligor Risk Ratings of Citi’s Funds Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide appropriate extensions of credit remaining within Risk appetite
  • Continuous monitoring of the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to Underwriting Team Leads, 2LoD Risk Partners and BCMA partners
  • Review and provide recommendation on the risk rating across the Funds sector
  • Partner with regional and industry stakeholders in Underwriting, 2LoD, and BCMA in the implementation of credit assessment and monitoring standards for applicable portfolios
  • Support ICG Risk Analysis Voice of the Employee (VOE) initiatives
  • Travel (less than 10%)

Requirements:

  • Demonstratable financial services experience, including 3-5 years of credit experience in Banking, Credit Risk Management or equivalent credit experience
  • Strong knowledge of Wholesale Credit Processes and organizational awareness including ICM Risk Analysis (IRAU) functions, covered portfolios/products, and processes
  • Sound understanding of policies and procedures with the ability to execute change seamlessly
  • Well-developed analytical skills, including an understanding of key financial components (liquidity position, leverage profile with the ability to form independent opinions on credit and recognize emerging risks
  • Solid and thorough knowledge of Citi´s systems
  • Experience in preparing presentations for seniors
  • Full awareness and adherence to the control environment including Quality Assurance and Quality Control
  • BA/BSc in Finance or Accounting or higher degree in Business (MBA), or any other related subject

Nice to have:

  • Experience and familiarity with Real Money Funds, Asset Managers, Pension Funds – Industry products and relevant CCR risk measures
  • Assists colleagues in identifying stretch opportunities to elevate individual and team performance
  • Coach and mentor analysts to develop team strengths and improve weaknesses
  • Proven culture carrier
  • Well-developed interpersonal skills, with the ability to build relationships and exert influence with and without direct authority
  • Strong organizational skills with ability and willingness to work under pressure and manages time and priorities effectively
  • Clear written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority
  • Good Microsoft Office (Word, Excel, and PowerPoint) skills
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
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
January 10, 2026

Expiration:
January 14, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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