Balance Sheet Management Lead

1 month ago


Getzville, New York, United States Citigroup Full time
Job Summary

The Citi Treasury Investments group (CTI) manages a portfolio consisting of Issued Debt, Intercompany Borrowings & Placements, AFS/HTM Securities, and Derivatives. CTI is responsible for managing central liquidity and investment portfolio, executing multiple hedge programs, providing US dollar financing to other trading desk, and management of the USD interest rate risk in banking book. The goal is to achieve Citi's desired net interest position, by issuance of benchmark debt and structured notes, credit card securitizations and perform liability management for all capital securities issued through Citigroup and CBNA.

Key Responsibilities
  • Author BRD, FRD, project plans, and lead testing execution
  • Chairing weekly working group meetings with stakeholders across CTI trading desks, product control, risk, operations & technology
  • Lead and follow up on key discussion points and action items upon meeting closure
  • Partnering with accountable participants to ensure prompt follow-ups are completed
  • Tracking general progress and escalating all risks and issues on a daily basis
  • Detailed data analysis/issue resolution
Qualifications
  • Minimum Bachelor's Degree required. Graduate level degree a plus, PMP Certification a plus
  • 7+ years of experience within financial services or consulting
  • 3 years of experience within project management and the software delivery lifecycle (SDLC)
  • Proven track record of leading a medium size to large project 6+ months in duration with a cross-functional team
  • Experience authoring project charters, BRDs, leading QA testing efforts, and author test plans
  • Sound Treasury product knowledge (FX, Swaps, Bonds etc.)
  • Must be a strong influencer and have partnering skills
  • Abstract critical thinking and problem-solving skills
  • Technical skills: MS Excel, MS PowerPoint, MS Project, JIRA, Summit software a plus


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