Lending Data Project Manager/Data and Business Analyst - VP

Citi; Mississauga; On-site; CAD 90,000 - 120,000; Full time

Job summary

Citi is seeking a Wholesale Lending Data Project Manager/Data and Business Analyst to lead significant projects within the Information Services Group and Institutional Credit Management. The role focuses on managing large initiatives, ensuring data quality, and improving financial reporting. Candidates must possess a strong background in data analysis, project management, and a solid understanding of financial instruments to meet regulatory standards.

Qualifications

• 5+ years of experience in data/business analytics or banking consultancy.
• Extensive experience with SQL and relational databases.
• Foundation in Python and experience with financial data.

Responsibilities

• Manage large, transformative initiatives across multiple teams.
• Conduct detailed data analysis and provide strategic input.
• Communicate requirements and project updates to stakeholders.

Skills

Data Analysis

Project Management

SQL

Communication

Python

Excel

Financial Instruments Knowledge

Education

Bachelor’s degree in Business, Finance, Data Science or Analytics, Statistics, Computer Science, Engineering

Master’s degree (preferred)

Tools

MS Office

Job description

Role Overview

The Wholesale Lending Data Project Manager/Data and Business Analyst will be responsible for driving multiple significant projects within the Information Services Group (ISG/Wholesale Lending Tech) and Institutional Credit Mgmt (ICM) Product teams in support One Citi Data initiatives. These projects support the Wholesale Lending and Credit Risk service models as part of One Citi Data initiative with the focus on loans portfolio that fully supports, satisfies, and anticipates the data quality and reporting needs of the business and regulators.

S/He will develop and manage medium to long term plans and execute functional strategies for complex front to back solutions requiring coordination across multiple functions and integration between systems in a sustainable, controlled manner. S/He will conduct data analysis, produce recommendations and provide input into strategic decisions affecting the various functions within a region or business. S/He will establish and maintain road maps / project plans and then drive deliverable execution by collaborating with multiple stakeholders across business and technology.

Responsibilities

• Manage large, transformative initiatives that impact multiple LOBs and/or products.
• Define key outcomes for the project and ensure clear communication and agreement with relevant stakeholders
• Communicate closely with business and technology partners to granularly define requirements and create systemic and/or manual processes to define solutions to satisfy said requirements
• Lead the project end to end, driving solutions with evidence through the performance of data analysis activities utilizing Excel, SQL and/or Python.
• Independently query data from multiple relational databases to validate requirements
• Define and own the resolution of issues by developing cross-functional technology solutions utilizing a strategy the candidate defined.
• Hunt for the right solutions by collaborating with team members, technology partners, and business partners to identify efficient and strategic solutions.
• Ensure continuous measurement and communication of progress throughout project execution.
• Record meeting summaries and follow-up actions for distribution to relevant stakeholders.
• Closely monitor project progress, ensure proper engagement and timely completion.
• Identify potential risks and issues and establish corresponding mitigation plans. Execute mitigation plans to achieve path to green and ensure prompt escalation where needed.
• Own project management activities & generation of project reporting, including Enterprise PM tool (PTS-W) documentation
• Generate presentations for senior stakeholders on project/program status in collaboration with the ISG teams
• Utilize already-established baseline understanding of financial instruments to build on the knowledge necessary to complete the project at hand
• Provide functional support to drive continuous process improvement across the Loans area.

Qualifications

The business analyst/project manager is expected to have:

• 5+ years of experience executing and leading projects in Data or Business Analytics, Banking Consultancy, major Data Driven technology implementations or similar complex initiatives
• Extensive hands-on experience in an analytics or development role utilizing relational databases with SQL tools
• Experience working with financial data and baseline understanding of financial instruments, especially those related to loans.
• An understanding of credit risk management, financial & regulatory reporting.
• Experience working closely with IT and development teams
• Excellent communication and presentation skills
• Advanced knowledge of MS Office, especially Excel, Visio, PowerPoint
• Experience managing medium to large size projects
• Foundational knowledge of Python a plus

Education

• Bachelor’s degree in Business, Finance, Data Science or Analytics, Statistics, Computer Science, Engineering, or other similar degrees
• Master’s degree is a plus

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Job Family Group:

Technology

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Job Family:

Technology Project Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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