Portfolio Manager - Credit Financing Team - AVP Job at Citi (New York)

Avp Investment Portfolio Manager

Oversee and manage outsourced investment mandates for Sammons Financial Group As...

Location

United States , West Des Moines; Chicago

Salary:

160449.00 - 267415.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field preferred
Minimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience required
Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis required
Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance required
Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams required
Insurance general account investment experience preferred
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships preferred
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums preferred
Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations

Job Responsibility

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership
Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks
Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances
Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making
Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures
Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks
Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns
Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates
Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations
Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Credit Underwriter (AVP) – Banca Comercial

Citi’s Commercial Lending Management (CLM) organization is a core first line of ...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5–8 years of relevant experience in credit underwriting, credit risk, corporate/commercial banking, or related roles
Advanced English proficiency (written and verbal), given interaction with regional and global teams
Strong foundation in financial analysis and credit assessment methodologies
Ability to evaluate financial statements, industries, and transaction structures
Bachelor’s degree in Finance, Economics, Accounting, or a related field (or equivalent experience)

Job Responsibility

Execute end‑to‑end credit underwriting, from initial transaction discussions through approval
Prepare, review, and manage Credit Approval Memoranda (CAMs), ensuring quality, completeness, and policy compliance
Perform financial statement analysis, cash‑flow projections, stress testing, risk ratings, and industry assessments
Produce and maintain annual and quarterly credit reviews for assigned portfolio
Support new transactions, renewals, amendments, and ad‑hoc credit requests
Participate in portfolio reviews, sector deep‑dives, and stress‑testing exercises
Monitor covenant compliance, exposure, and early warning indicators
Partner effectively with Relationship Managers, Independent Risk, Compliance, and Internal Audit teams
Apply global credit risk standards while incorporating local market and regulatory considerations
Contribute to timely escalation and resolution of emerging credit issues

Fulltime

Avp - Relationship Manager, Multinational Corporates

The Relationship Analyst is an intermediate-level position responsible for assis...

Location

Indonesia , Jakarta

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of relevant experience
Bachelor’s degree in Finance or closely related areas of Business Administration
Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
Proven ability to learn and exert sound judgment
Comprehensive knowledge of the current banking relationship, return hurdles (for CB RAs), and relationship strategy
Comprehensive knowledge of client business and operations, including client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
Proven knowledge of Support, Credit & Legal documentation requirements (e.g., Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
Comprehensive knowledge of basic accounting concepts to review and extract information from financial statements/filings
Series 7 and 63 licenses preferred

Job Responsibility

Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
Assist Banker with the preparation of relationship reviews and client portfolios
Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
Represent banking coverage team in client meetings
Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed
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.

Fulltime

Avp- Corporate Banking Analyst (Sponsor Portfolio Management And Leverage Underwriting)

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 09, 2026

Requirements

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA, CA, CFA or master's in finance from a premier education institute
2+yrs of experience in Credit Underwriting / Credit risk / Credit Rating
Strong knowledge of accounting and financial concepts
Knowledge of database tools – FactSet, Thomson one, Capital IQ, Factiva, Levin Insights, LCD News and Bloomberg
Knowledge of VBA, Tableau, Power BI etc. would be an added advantage
Strong inclination towards building a career in Fixed Income and Credit domain
Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Ability to proficiently use Microsoft Office Applications - Power Point and Excel

Job Responsibility

Build and maintain financials models to assist senior bankers in analyzing growth opportunities for clients
Manage the Sponsor portfolio exposure and assess the credit quality and monitor the portfolio on continuous basis, assist in tracking, underwriting, reviews, covenant monitoring activities
Support the US team to assess the proposal for feasibility based on stage of company, sustainability and scalability of the business model

Fulltime

!

VP - Head of Valuations

Barclays Services LLC seeks VP - Head of Valuations in New York, NY (multiple po...

Location

United States , New York

Salary:

170000.00 - 200000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Lead high impact data science projects from concept to deployment, leveraging advanced business analysis and modeling methodologies delivering broad impact across Barclay’s US bank customer segments
Serve as a key contributor in data aggregation, monitoring, reporting, and financial valuation to support strategic decision-making
Design and implement customer cash flow valuation models and automated forecasting solutions using statistical, machine learning/AI and financial modeling techniques to inform growth strategies, marketing investment decisions, customer level profitability and enable personalization across partners and channels
Drive strategic decisions in product profitability, data modeling, and risk exposure by applying a deep understanding of business objectives, regulatory frameworks, and compliance requirements
Conduct in-depth analysis using historical performance data to evaluate current strategies and shape future initiatives
Leverage trend analysis, segmentation, and scenario modeling to identify opportunities and mitigate risk
Collaborate with senior leaders and partners across Finance, Marketing, Risk, and Analytics for accurate and reliable assessment of profitability projects
Provide technical and business leadership for acquisition investment optimization for Credit & Data Analytics (CDA) through data science
Participate in overall project design, provide technical direction on key data science infrastructure decisions involving analytical toolkit, big data platform and cloud computing and delivery with QA other functional teams and end-clients
Lead the development of executive dashboards that provide real-time visibility into account level and portfolio-level profitability

Job Responsibility

Lead high impact data science projects from concept to deployment
Design and implement customer cash flow valuation models and automated forecasting solutions
Drive strategic decisions in product profitability, data modeling, and risk exposure
Conduct in-depth analysis using historical performance data
Collaborate with senior leaders and partners across Finance, Marketing, Risk, and Analytics
Provide technical and business leadership for acquisition investment optimization
Participate in overall project design, provide technical direction on data science infrastructure decisions
Lead the development of executive dashboards
Provide leadership in defining model needs, model design, model development, validation, implementation and monitoring of valuation models
Work closely with technical disciplines of IVU, Model governance

What we offer

Eligible for incentives pursuant to Barclays Employee Referral Program
wellness center
fitness centres
health center
variety of dining options
flexible working
hybrid working

Fulltime

Avp, Quantitative Risk Analyst

Location

United States , New York City

Salary:

140000.00 - 185000.00 USD / Year

Aflac

Expiration Date

July 10, 2026

Requirements

Knowledge of statistics and its application to the financial services industry
Familiarity with life insurance company financial statements preferred
Strong analytical and critical thinking skills
Strong verbal and written communication skills
Highly organized with the ability to work on multiple projects with different deadlines
Team player
Bachelor's degree in Financial Engineering, Mathematical Finance, Mathematics or a related major
5+ years of relevant work experience in financial services risk management (preferably life insurance), either in industry, or as a consultant
Strong model development experience in programming languages such as C#, Python, and VBA required
Or an equivalent combination of education and experience

Job Responsibility

Works with GIRM team members to advance the development of the company’s risk analysis system
in particular, leads the technical development and/or maintenance of the investment risk system production environment (in Python/C#), including but not limited to risk simulation tool, regulatory capital ratio methods, extreme tail event stress testing and economic scenario generator (ESG)
Leads efforts to automate the data flow, calculation and production of regular investment risk reports for senior management and business partners
Provides quantitative support and business insight to senior management for different investment and risk management decisions, through analyses of financial impacts due to exposures in market risk, credit risk etc
Works closely with front office teams for different types of asset classes portfolio monitoring, including credit, derivatives and alternative assets and performs relevant risk analysis
Collaborates with GIRM team members to perform second line comprehensive risk analyses across investment risks to ensure compliance with the firm’s risk appetites, tolerances, and investment risk limits
Works closely with the Quantitative Analytic Solutions team to validate and calibrate models to support implementation
Provides documentation and validation of models and calibration techniques
Collaborates with GIRM’s technologists to ensure models are efficient and robust as deployed into production
Provides support for market and credit risk analysis

What we offer

Medical, dental, and vision coverage
Prescription drug coverage
Health care flexible spending
Dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
401(k) plans
Annual bonuses
Opportunity to purchase company stock
11 paid holidays annually
Up to 20 days PTO to be used for any reason

Fulltime

!

Senior Collection Specialist

This Senior Collection Specialist position provides essential support to all div...

Location

Poland , Kraków

Salary:

Not provided

Edgerton Dental Clinic

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or a related field
Experience with Microsoft Office (Word, Outlook, Excel Access), proficiency with enterprise technologies
Min 3 Years of Credit/collections experience and/or customer service experience related to large corporate customers as well as with high-volume and multi-platform environments
Ideally Experience with process migration and centralization
Proficient in analysing financial data
Ability to identify potential risk in your account portfolio as well as the ability to manage and mitigate these risks
Excellent organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
Effective oral and written communication skills in English
other European languages would be an advantage
Demonstrated initiative and ability to work independently

Job Responsibility

Provide leadership and resolution support to collections specialist regarding complex key account issues
Design, support configuration and maintenance of Ecolab’s Collections system, ensuring effective utilization and ongoing enhancements
Manage a segment of complex key accounts and support the maintenance and enhancement of key account hierarchy and harmonization
Support associate training by developing training materials and procedures regarding key account collection processes
Lead cross-functional process improvement initiatives to enhance collection efficiency and effectiveness
Establish strong working relationships with corporate account sales management teams (AVP’s/CAM’s/AM’s) and internal/external customer contacts
React quickly to challenges by supporting ongoing system enhancements
Suggest procedural changes to improve productivity and service, utilizing knowledge of multiple credit systems and divisional programs
Develop or enhance desktop procedures for the collection team and drive compliance
Assist the Collections Senior Manager Europe with team management, training, and special projects

What we offer

Attractive salary (Base pay & Variable Plan) and benefits package (private medical care, life insurance, stock purchase, lunch subsidy, sport cards)
Flexible working arrangements with hybrid model of work (approx. 60% from the office and 40% from home)
Matrix organization
Collaborative environment
Personalized plans with rapid progression
Professional growth supported by active committee for different career levels
High employee satisfaction and responsive feedback
Continuous learning and technical training incl. subject matter experts’ trainings, soft skills and management trainings and LinkedIn learning
Relocation support for international candidates and candidates living outside of Krakow
Social events such as family events and charity auctions

Fulltime

Equities Prime Services, AVP

Citi's global Prime franchise is establishing a dedicated team in Mumbai — a str...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's or Master's degree (Master's preferred) in a quantitative discipline — Computer Science, Mathematics, Statistics, Financial Engineering, Economics, or a related field
Graduates from top-tier engineering institutions (IITs and similar) are strongly encouraged to apply
CFA certification is a plus for finance-focused roles
4+ years of experience in financial services, Prime Brokerage, Futures & Derivatives Clearing, Equities, Fixed Income, quantitative trading, or financial resource management
Demonstrated experience in one or more of the following: front office risk management, quantitative analysis, data science, financial resource management, or trading desk strategy
Prior exposure to hedge fund strategies, counterparty risk, or Prime Brokerage platforms is advantageous
Experience engaging with regulators, credit risk teams, or cross-functional stakeholders in a global investment bank is preferred for senior roles
Financial Systems: Knowledge of Bloomberg, booking systems, and P&L systems
Markets Knowledge: Solid understanding of global financial markets, trading products, and their associated risks
familiarity with equities, fixed income, and derivatives

Job Responsibility

First line of defense function mitigating risks introduced by counterparties across Futures, Prime Brokerage, and Equity Delta One business lines
Design, develop, and maintain advanced quantitative models, algorithms, and analytical tools to support trading desks and senior management decision-making
Monitor and strategically manage key regulatory metrics including RWA, GSIB scores, NSFR, and LCR
advise trading desks on capital and liquidity implications
Build and enhance the Prime Intelligence platform — delivering P&L analytics, book colour, client scorecards, and performance benchmarking across Prime Services
Conduct deep-dive data analysis into market data, trading patterns, portfolio characteristics, and inventory movements to identify opportunities for efficiency gains and risk reduction
Develop and backtest sophisticated algorithms for automated inventory management, pricing, and execution
Prepare client returns analysis, assist with pricing financing terms, and monitor key book metrics and profitability drivers
Collaborate cross-functionally with Sales, Trading, Technology, Risk, Treasury, Legal, and Compliance to translate business requirements into technical solutions
Communicate complex analytical findings clearly to both technical and non-technical stakeholders, including senior management, clients, and regulators

Fulltime

Select Country

Portfolio Manager - Credit Financing Team - AVP

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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