Credit Analyst - Funds Job at Citi (Getzville)

Counterparty Credit Risk Analyst - Funds

Institutional Credit Management (ICM) is a critical component of Citi’s First Li...

Location

United States , Getzville; Irving

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrable financial services experience, including 2-3 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 (ICM) 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
Strategic orientation to ensure the ICM Underwriting organization continues to be positioned as a thoughtful and proactive partner on driving best practices to support safety and soundness within ICM and Citi
Experience and familiarity with Real Money Funds, Asset Managers, Pension Funds – Industry products and relevant CCR risk measures
Intermediate analytical skills, including an understanding of key financial components (liquidity position, leverage profile) with the ability to identify root causes and trends and anticipate horizon issues

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%)

What we offer

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

Fulltime

Credit Portfolio Analyst

The Credit Portfolio Analyst II is an intermediate-level position responsible fo...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience in credit risk analysis or corporate banking
5+ years in SAS, Tableau, PL/SQL, and UNIX
Experience in financial analysis, accounting, and valuation
Familiarity with data interpretation and ability to challenge decisions based on data analysis
Ability to interpret data, make sound decisions, and challenge the basis of the analysis
Strong analytical thinking and attention to detail
Good communication and documentation skills
Bachelor's degree/University degree or equivalent experience
Master's preferred

Job Responsibility

Conduct credit reviews and credit approval
Monitor portfolio to identify credit migration
Resolve issues and recommend solutions to moderate problems
Integrate specialty area knowledge with industry standards
Serve as industry expert and advisor
Analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds
Operate with limited level of direct supervision
Assess risk when making business decisions
Assist with portfolio review preparation and conduct of stress tests
Build working relationships with various teams across the bank

Fulltime

Credit Portfolio Analyst - Investment Risk

The Credit Portfolio Risk Analyst role is within the Wealth Lending Risk Managem...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years of experience in consumer risk analytics and managing regulatory projects from credit risk perspective
Experience in managing data, rule-based automation and managing the end-to-end data life cycle
Knowledge and prior experience in investment products (Bond, Stocks, Funds etc.), trading products, wealth management, systems and key processes would be an added advantage
Ability to apply credit and risk principles toward business goals
Consistently demonstrate clear and concise written and verbal communication
Ability to remain organized in a fast-paced environment, managing multiple projects
Strong self-starter, pro-active and team player
Good attitude, willingness to learn and possessing high integrity
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Lead technology upgrades & enhance automation of existing processes related to MSBF & IPF
Lead the Credit Decision Engine (CDE) project and manage the end-to-end automation of Facility Opening including digitization and setting up of a rule based Straight Through Process
Support system implementation and process enhancements with respect to data across multiple products and retail formats for global & local reporting
Interpret MIS and continuously upgrade on the same through automation
Conduct Mark to market process, issue margin calls to RMs and follow up on timely resolution as a backup
Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations
Establish cross-functional partnerships and networks to support the cross-functional business initiatives
Appropriately assess risk when business decisions are made

What we offer

Extensive on-the-job training and exposure to senior leaders
Traditional learning opportunities
Opportunity to give back and make a positive impact through volunteerism
Resources to meet unique needs
Empowerment to make healthy decisions
Support for managing financial well-being and planning for future

Fulltime

Credit Portfolio Intermediate Analyst

The Credit Portfolio Intermediate Analyst is an intermediate-level position resp...

Location

India , Mumbai; Haryana

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of relevant experience
experience in financial analysis, accounting and valuation
consistently demonstrate clear and concise written and verbal communication

Job Responsibility

resolve issues and recommend solutions to moderate problems
integrate specialty area knowledge with an understanding of industry standards and practices and how teams collaborate to accomplish goals of the sub-function/job family
serve as an industry expert and advisor
analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds
develop risk management framework and processes for funds
advise businesses and clients on transaction structures and negotiate credit terms
has the ability to operate with a limited level of direct supervision
can exercise independence of judgement and autonomy
acts as SME to senior stakeholders and/or other team members
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

What we offer

well-being
growth
work-life balance

Fulltime

Converts Analyst

We are working exclusively with a prestigious multi-strategy hedge fund seeking ...

Location

United States , South Connecticut

Salary:

150000.00 - 500000.00 USD / Year

Selby Jennings

Expiration Date

Until further notice

Requirements

Up to 5 years of experience in credit, fixed income, or related research roles (sell-side or buy-side)
Strong academic pedigree from a top-tier institution (Bachelor's or advanced degree)
Exceptional analytical and communication skills
ability to articulate complex ideas clearly and concisely
High level of professionalism, work ethic, and attention to detail
Willingness to work from South Connecticut, with some flexibility
Demonstrated interest in convertibles or willingness to specialize in this space

Job Responsibility

Analyze convertible securities across sectors and geographies, developing a deep understanding of pricing dynamics, capital structures, and embedded optionality
Support trade idea generation through rigorous fundamental and structural analysis, contributing to the pod's broader investment strategy
Monitor market developments, corporate actions, and macroeconomic trends that impact convertible instruments
Build and maintain financial models, conduct scenario analysis, and prepare investment memos
Collaborate with internal teams, including risk, trading, and operations, to ensure seamless execution and portfolio management

What we offer

Competitive base salary
Bonus structure linked to overall pod performance, offering strong upside for high performers

Fulltime

Private Debt Senior Analyst

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

Ireland , Dublin

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics preferred
5+ years of professional experience within a business or financial service related role
Experience working in loan operations and credit/debt funds
Experience mentoring, managing workloads and training of team members
Ability to independently research and resolve problems
Responsive, friendly, professional, and highly organized communication skills
Proficient with Microsoft Excel
Broad market knowledge and familiarity with Bloomberg, performance systems, and other analysis tools
Exceptional attention to detail and ability to thrive within a high-volume environment with both proficiency and accuracy
Willingness to work within a deadline-driven environment

Job Responsibility

Take ownership of reconciliations and customized daily/monthly reporting packages produced for clients and internal teams
Responsible for daily cash flow preparation and reconciliation against bank statements and custodians. Including identifying and resolving breaks in a timely manner
Act as primary point of contact for external counterparties including fund custodians and investment managers regarding data tie outs and ad hoc reporting requests
Manage credit fund lifecycle events and ensure that all deliverables are produced in a timely and accurate manner
Coordinate with clients and ensure team is fully aware of all daily deliverables and expectations
Oversee junior staff and assume responsibility for training and development of team members
Implement process improvements and ensure final delivery of solutions
Develop a “big picture” mentality of daily portfolio reporting tasks, internal system usage, and how we deliver to our clients
Ensure timeframes and deliverables agreed with client and trustee are met per service level agreements
Demonstrate ability to prioritize, complete, and delegate tasks while providing high quality customer service

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning (e.g., unlimited access to LinkedIn Learning)
Active sports, events and social committees
Employee Assistance Program (support with mental, physical, emotional and financial health, 24/7)
Employee Share Plan (giving you a financial stake in our company’s growth)

Fulltime

Assistant Relationship Manager

Our client is seeking a dynamic Assistant Relationship Manager (ARM) to join a s...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

January 12, 2026

Requirements

Bachelor degree with at least 2 years of experience in Front Office or as a Credit Analyst in commercial/ corporate banking/ FI/ NBFI portfolios
Good credit analysis skills and knowledge of commericial/ corporate banking/ FI/ NBFI products
Ideally has knowledge and experience in Fund Finance

Job Responsibility

Credit Analysis: Conducting in-depth credit analysis and preparing comprehensive credit proposals for new and existing fund finance facilities
Portfolio Management: Actively manage a portfolio of accounts, handling client onboarding, performing regular credit reviews, and ensuring strict covenant monitoring
Risk Monitoring: Identify and monitor potential problematic accounts, performing necessary asset assessments and escalating concerns to senior management in a timely manner
Transaction Execution: Review legal documentation related to financing and coordinate with operations (back office) teams to facilitate drawdowns, disbursement, rollovers, and other matters
Market Intelligence: Monitor market and industry developments that may impact clients or the portfolio

Fulltime

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Private Markets Investment Due Diligence Associate Analyst

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 2+ years of experience in alternative fund investment due diligence, investment management, or related experience
Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
Excellent written and oral communication skills
Experience producing written research reports or deal memos as a deliverable
Proactive self-starter, proficient in time management and multitasking
Professional demeanor with refined interpersonal skills
Willingness and ability to travel to the U.S. and internationally, as required

Job Responsibility

Assist in maintaining and expanding Albourne’s coverage of Private Credit fund offerings – the primary deliverable is a written research report based on qualitative and quantitative analysis
The due diligence process includes the initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis
engaging in an open dialogue with both colleagues and fund managers
and participating in the fund rating process
Coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to
Fund coverage includes initiating ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage
To the extent possible, help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off, inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Comprehensive health benefits including dental, vision, and mental health support
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment

Fulltime

Credit Analyst - Funds

Citi

Location:
United States , Getzville ▼
Irving

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 10, 2026

Expiration:
January 16, 2026

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Credit Analyst - Funds

Citi

Location:United States , Getzville ▼Irving

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 10, 2026

Expiration:January 16, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Private Markets Investment Due Diligence Associate Analyst

Location:
United States , Getzville ▼
Irving

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 10, 2026

Expiration:
January 16, 2026