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Wealth Management Credit Analyst
2 months ago
Citi Global Wealth (CGW) is a division of Citi dedicated to addressing the diverse needs of clients across the wealth spectrum. This division has been established by merging the Wealth Management sectors of Citi Global Consumer Bank and Citi Private Bank. CGW serves a broad client base, exceeding 500,000 individuals, through its extensive global presence in regions such as Asia, EMEA, Mexico, and North America.
Citi Global Wealth offers a comprehensive suite of products and services, including capital markets, managed investments, portfolio oversight, trust and estate planning, as well as investment finance and banking solutions. By leveraging the strengths and capabilities of Citi, we aim to revolutionize client service across the wealth spectrum, providing a full range of high-tech and high-touch services to assist clients in achieving their financial objectives.
The offerings of Citi Global Wealth are tailored through the Citigold, Citi Private Client, and Citi Private Bank brands.
Job Background/Context:
The lending division of CGW provides various financing solutions, including aircraft financing, art-backed loans, law firm financing, commercial and residential real estate financing, margin lending, and customized lending solutions for targeted market clients of the Private Bank.
Wealth Credit Management (WCM) plays a vital role as the first line of defense in credit risk management. The primary responsibilities of this group encompass credit analysis, documentation, risk identification, exposure monitoring, and related administration linked to Citi Global Wealth's lending operations.
Within WCM, the Portfolio Strategy and Governance team is dedicated to the strategic oversight of global portfolio management processes. This includes (i) developing top-tier portfolio analytics, (ii) coordinating a global portfolio management framework to ensure standardization, timely identification of credit concerns, and necessary remedial actions, (iii) establishing portfolio and product limits, and (iv) leading stress testing in accordance with Enterprise Risk Management standards.
Key Responsibilities:
- Enhance and develop the credit risk analytical framework to support portfolio management activities related to CGW's credit portfolio.
- Acquire product expertise across credit offerings, including commercial real estate, structured lending (including illiquid collateral), aircraft financing, art financing, and law firm financing.
- Support the formulation and continuous review of portfolio and product level limits.
- Assist in the development of the portfolio risk life-cycle, including risk taxonomy, identifying credit trends and emerging risks to calibrate risk appetite, and translating these into portfolio/product limits.
- Take a leading role in implementing portfolio-level analytics, business-led stress testing, and an Early Warning Indicators (EWI) framework.
- Collaborate with the CGW Independent Risk function and portfolio management teams in Institutional Credit Management (ICM) to ensure process consistency across the organization.
- Facilitate the identification and implementation of enhanced processes and risk infrastructure improvements, partnering with technology teams as necessary.
- Assist with additional Senior Management requirements, including data aggregation and presentation preparation.
- 4-6 years of experience in risk management.
- Bachelor's degree or equivalent in a quantitative or financial discipline.
- Strong analytical abilities and meticulous attention to detail.
- Effective written and verbal communication skills.
- Self-motivated with the capacity to perform well under pressure.
- Able to collaborate and build partnerships effectively.
- Experience in wholesale credit risk or Wealth Management credit is a significant advantage.
Private Client Product Services
Job Family:
IF Lending Generalist
Time Type:
Full time
Primary Location:
New York, New York, United States
Primary Location Salary Range:
$175,000 - $250,000
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