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Portfolio Manager - Credit Financing Team - AVP

https://www.citi.com/ Logo

Citi

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

98960.00 - 148440.00 USD / Year
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Job Description:

Join the in-business portfolio management team within the Credit Financing business. This role is designed for a professional with a strategic mindset towards data. You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects.

Job Responsibility:

  • Act as the primary steward across data supporting the portfolio. Design and implement strategies for data modeling, storage, and hygiene across our suite of applications
  • Spearhead the assimilation of complex financial data (e.g., Borrowing Bases) into internal systems. Develop, support and manage processes for seamless data ingestion, validation, and reporting
  • Proactively interface with clients, originations, and underwriting teams to resolve data quality issues, ensuring the accuracy and integrity of information from its source
  • Leverage portfolio data to proactively assist in managing Credit Risk. Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insights
  • Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks. Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technology
  • Collaborate with cross-functional technology partners to design, develop, and execute strategic initiatives that enhance data infrastructure and support long-term business objectives

Requirements:

  • 5-8 years of experience in a related role
  • Knowledge of Credit Financing and Securitizations is preferred but not required
  • Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows
  • Aptitude in data management, with ability to track, action, and drive process as applicable
  • Awareness of regulatory frameworks, including but not limited to
  • Basel Capital Calculations and reporting requirements
  • Familiarity with technology-driven process improvements, task automation, and control optimization
  • Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy
  • Strong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements)
  • A passion for data integrity, governance, and strategy
  • Analytical Rigor. Strong attention to detail is key
  • Organized and focused on process optimization and automation
  • Proven ability to work effectively in a team setting, manage stakeholders, and collaborate across functions
  • Desire to deepen understanding of regulatory and compliance frameworks
  • Foundational knowledge of Credit Risk and corresponding controls
  • Familiarity with driving change via Technology at scale
  • Proficiency in Excel is mandatory
  • knowledge of VBA, SQL, or other data analysis tools is a plus
  • Bachelor’s degree/University degree or equivalent experience

Nice to have:

  • Knowledge of Credit Financing and Securitizations
  • knowledge of VBA, SQL, or other data analysis tools
What we offer:
  • discretionary and formulaic incentive and retention awards
  • 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:
May 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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