Global Broker-Dealer Treasury Specialist

3 days ago

New York, New York, United States Citigroup Inc Full time
Job Title: Global Broker-Dealer Treasury Specialist

Citi's Global Broker-Dealer Treasury team is seeking a highly qualified professional to support Broker-Dealer funding, capital, and liquidity management and oversight requirements within the Treasury organization.

Job Summary:

The Global Broker-Dealer Treasury team reports to the Global Broker-Dealer and Markets Treasurer within the Global Treasury organization. The team is responsible for Global broker-dealer entity funding, liquidity, and capital in coordination with regional Treasury partners and other key stakeholders across Citi and the ICG Markets business.

Key Responsibilities:
  • Contribute to analytics and reporting of Broker-Dealer funding, liquidity, and capital, including intraday liquidity, forecasting, and explanation of business activity within our Global Broker-Dealer entities.
  • Determine impacts to key liquidity and capital stress metrics, balance sheet usage, intraday liquidity usage, and daily funding requirements.
  • Conduct ad hoc, daily, weekly, monthly, and annual analyses and support reporting requirements to senior management.
  • Maintain multi-level forecasts across varied time horizons, from same-day liquidity and funding requirements to long-term balance sheet forecasting across the Markets business, in coordination with Global Legal Entity Treasury teams.
  • Assist with ongoing development and implementation of process improvements and strategic technology initiatives working with partners in Operations, Finance, Treasury, and other areas throughout the organization.
  • Produce presentation materials for senior management for ad-hoc, regulatory, and committee meeting discussions, including for the monthly Broker-Dealer ALCO meeting.
  • Contribute and support other cross-group initiatives.
Requirements:
  • Bachelor's Degree in Finance, Economics, Accounting, or related fields; advanced degree is a plus.
  • Minimum 3-5 years of experience in Treasury, Liquidity Risk Management, or other related experience, with strong understanding of Broker-Dealer business activity and product areas and how they translate into funding, liquidity, and capital impacts.
  • Strong analytical skills and detail-oriented with advanced critical thinking capabilities.
  • Strong communication skills (written, verbal).
  • Willingness and ability to work across all levels of key deliverables under tight deadlines and shifting priorities.
  • High energy style with the ability to work independently and multi-task in a fast-paced environment.
  • Well-developed aptitude with databases, spreadsheets, and other desktop applications, including Microsoft Excel, Tableau. Python is a plus.
  • Must possess a proactive work ethic and be a team player.
  • 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.
About Citi:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background, and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others, and where opportunities to develop are widely available to all.

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