Business Treasury / Services Lead Analyst - C13/VP - NEW YORK

Citi; New York (NY); On-site; USD 142,000 - 214,000; Full time

Job summary

An established industry player is seeking a Business Treasury / Services Lead Analyst to join their dynamic team in New York. This role is pivotal in managing liquidity, interest rate risk, and capital planning, making a significant impact on the organization's performance. The ideal candidate will possess strong analytical skills and the ability to communicate complex financial concepts to senior management. With a focus on collaboration and strategic direction, this position offers a unique opportunity to influence the financial landscape of a leading financial institution. Join a forward-thinking company that values innovation and teamwork.

Benefits

Health coverage

401(k)

Insurance

Wellness programs

Paid time off

Qualifications

• 5+ years of experience in Finance with advanced analytical skills.
• Excellent communication skills for senior management interaction.

Responsibilities

• Manage liquidity and interest rate risk, capital planning, and oversight.
• Contribute to governance related to funding and analytics of the balance sheet.

Skills

Analytical Skills

Communication Skills

Teamwork

Financial Analysis

Risk Management

Education

Bachelor's degree in Finance

Master's degree (preferred)

Tools

PowerPoint

Excel

Job description

Business Treasury / Services Lead Analyst - C13/VP - NEW YORK

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Job Overview

The Balance Sheet Management Lead Analyst is a strategic professional responsible for staying updated on developments within their field and contributing to strategic direction by applying their knowledge to their role and the business. They are recognized as a technical authority in their area, requiring basic commercial awareness. This role involves guiding, influencing, and convincing colleagues and external customers, with a significant impact on the area through complex deliverables. The work affects overall performance and effectiveness of the sub-function/job family.

Responsibilities

1. Contribute to governance related to funding, investing, and analytics of the balance sheet.
2. Manage liquidity and interest rate risk, capital/legal entity structure, and capital planning, including rating agency relationships.
3. Participate in capital markets activities such as commercial paper and securitization, liquidity oversight, and transfer pricing.
4. Develop understanding of Citi’s balance sheet data and technology infrastructure supporting liquidity reporting.
5. Perform additional duties as assigned.
6. Assess risks associated with business decisions, ensuring compliance with laws and regulations, ethical standards, and internal policies, while escalating control issues transparently.

Qualifications

1. Bachelor's degree in Finance, Accounting, or a related field preferred.
2. 5+ years of experience in Finance.
3. Advanced analytical skills with the ability to see the big picture.
4. Excellent communication skills, capable of simplifying complex subjects for senior management.
5. Proficiency in PowerPoint and Excel.
6. Ability to prioritize in a fast-paced environment and interact effectively with all management levels. Must be a team player.

Education

• Bachelor’s degree, potentially Master’s degree.

Additional Information

Location: New York, NY | Full-time | Salary Range: $142,320 - $213,480

Citi offers competitive benefits, including health coverage, 401(k), insurance, wellness programs, and paid time off. For more details, visit citibenefits.com.