Investment Finance Specialist Sr. Lead


: $153,865.00 - $153,865.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Citibank, N.A. seeks an Investment Finance Specialist Sr. Lead for its New York, New York location.

Duties: Manage credit portfolio within Citi Private Bank. Responsible for structuring of loans and capital markets trading lines for Mega Wealth and Ultra High Net Worth clients, or their private investment companies or operating companies. Work closely with Loan Originators to conduct required due diligence to evaluate and structure new credit transactions. Interact with clients, their financial representatives, and Private Bankers to obtain financial data and information needed to underwrite new credit transactions and maintain the existing credit portfolio. Assist Loan Originators in championing new deals through the vetting and approval process with Risk Management. Perform credit analysis and underwriting of new deals and existing exposure under existing Product Programs and Core Credit Policy guidelines. Manage the periodic covenant monitoring and compliance process for each relationship. Negotiate loan documentation with clients in consultation with Bank counsel. Perform credit underwriting, including structuring of capital markets trading facilities and annual reviews.

Requirements: Requires a Bachelor's in Mathematics, Finance, Management, Economics, or closely related field and 3 years of experience as a Risk Analyst, Market Risk Manager, Credit Officer or Risk Officer at a global financial services institution. 1 year of work experience must include: Analysis of financial statements for underwriting of credit portfolios; Microsoft Excel to build client financial profiles; Cash flow and balance sheet analysis; Identifying problem credits in line with regulatory standards; and Structuring and underwriting of secured loans. Qualified applicants submit resumes referencing job code BL/IFSSL/AC to Citigroup Recruiting Dept., 3800 Citigroup Center Drive, Tampa, FL 33610. Citigroup is an EOE Employer. This position is eligible for incentives pursuant to Citigroup's Employee Referral Program. Direct applicants only.

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Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.

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Associated topics: broker dealer, brokerage, capital, dow jones, fiduciary, financial, investor, risk, security, trader * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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