AVP, Portfolio Data & Credit Strategy

Citi; New York (NY); On-site; USD 99,000 - 148,000; Full time

Job summary

Citi in New York is seeking a data-centric professional for the in-business portfolio management team within Credit Financing. You will steward the portfolio's data lifecycle, shaping data strategy, integrity, and the execution of data-driven projects.

You will lead data maintenance, ingestion, and reporting, collaborate with clients, originations, and underwriting, and help automate portfolio reporting and risk monitoring through technology-driven solutions.

Qualifications

• 5-8 years of experience in a related role.
• Knowledge of Credit Financing and Securitizations is preferred but not required.
• Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows.
• Aptitude in data management, with ability to track, action, and drive process as applicable.
• Awareness of regulatory frameworks, Basel Capital Calculations and reporting requirements.
• Familiarity with technology-driven process improvements, automation, and control optimization.
• Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy.
• Strong written and oral communication skills, as well as ability to comprehend legal documentation.

Responsibilities

• Act as the primary steward across data supporting the portfolio and design data models.
• Spearhead ingestion, validation, and reporting workflows for complex financial data.
• Interface with clients, originations, and underwriting teams to resolve data quality issues.
• Assist in managing Credit Risk through data-driven insights.
• Support automation of portfolio reporting, including base monitoring and covenant checks.
• Collaborate with technology partners on data infrastructure initiatives.

Skills

Data governance

Data integrity

Data strategy

Analytical thinking

Communication skills

Excel

Education

Bachelor’s degree/University degree or equivalent experience

Tools

SQL

VBA

Job description

Citi in New York is seeking a data-centric professional for the in-business portfolio management team within Credit Financing. You will steward the portfolio's data lifecycle, shaping data strategy, integrity, and the execution of data-driven projects.

You will lead data maintenance, ingestion, and reporting, collaborate with clients, originations, and underwriting, and help automate portfolio reporting and risk monitoring through technology-driven solutions.