Capital Planning Policy Analyst – AVP

Citigroup, Inc.; Charlotte (NC); On-site; USD 100,000 - 150,000; Full time

Job summary

Citi, based in Charlotte, NC, is seeking a strategic leader for Capital Planning and Management. The role focuses on enterprise-wide capital planning, RWA optimization, and governance across Citi and CBNA, with oversight of stress testing and policy controls.

The ideal candidate has 5+ years in managing complex financial initiatives, strong analytical skills and experience communicating with senior stakeholders. The position is full-time with competitive benefits and compensation.

Qualifications

• 5+ years relevant experience in financial services or similar.
• Experience managing highly visible, complex initiatives or consulting.
• Ability to dive into details while maintaining strategic perspective.
• Deep expertise in control environment and large financial institution systems/tools.
• Strong analytical and problem-solving skills with stakeholder collaboration.
• Experience presenting to senior management.

Responsibilities

• Provide strategic support and execution for the Capital Policy and Management function.
• Manage planning, directing, coordinating and supporting Citi's capital policy projects.
• Operationalize controls to support capital policy documents.
• Create or update policy and procedures with applicable controls.
• Engage in strategic initiatives, planning, and issue closures.
• Assess risk in business decisions and maintain compliance with laws and regulations.

Skills

Business Acumen

Capital Planning and Management

Data Analysis

Financial Modeling

Internal Controls

Management Reporting

Problem Solving

Process Execution

Risk Identification and Assessment

Education

Bachelor's degree

Master’s degree/CFA preferred

Tools

PowerPoint

Excel

Tableau/Data visualization

Job description

Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Capital Planning and Management is a division that (i) owns the enterprise-wide capital planning and management processes for Citigroup and its legal entities, and (ii) ensures integrity and efficiency of Citigroup and CBNA capital profiles, on both an actual and forecasted basis, across the capital continuum ranging from BAU through simulated stress environments consistent with CCAR and QMMF (Quarterly Multi-Year Multi-Scenario Forecasting) assumptions.

Capital Planning and Management organizes and manages the enterprise’s capital planning and management processes which inform the Strategic Plan. The role is fundamental to ensuring the safety & soundness of Citigroup and the financial system in the US and globally and therefore also plays a key leadership role in the enterprise’s Recovery & Resolution Planning. All enterprise decisions material generating a return, affecting risk appetite and risk levels, maintaining Capital levels are within the remit of this leader’s role at Citigroup. Key areas of focus include the following:

Key Areas of Focus

• Capital Planning
  Manage the design and execution of Citigroup’s, Citibank N.A. (CBNA)’s, and other regulated entities’ planning process for RWA and capital actions (e.g., dividends and buybacks)
• Capital Management
  Determine and execute actions impacting RWA and/or buybacks/dividends to ensure Citigroup, CBNA, and other regulated entities meet all required capital targets
• Stress Testing
  Manage design and execution the ICAAP and Quarterly Multi-Quarter, Multi-Scenario Forecasting (QMMF) process

Reporting

Reporting to the Head of Capital Policy, this role is a strategic partner to the Head of Capital Policy and Management. The role will help set the strategic direction for Capital Policy and will be an integral part of day-to-day operationalization and maintenance of Citi’s capital policy documents, its associated controls and their execution, within Capital Policy and Management as well as cross functionally within the Treasury and finance ecosystem.

Responsibilities

• Provide strategic support and execution for the Capital Policy and Management Function
• Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi’s capital policy documents and related projects/initiatives
• Help operationalize controls associated with and in support of Citi’s capital policy documents.
• Create or update policy, standards, procedures and applicable controls and supporting process documents
• Engage in management activities, such as strategic initiatives, planning, execution and issue closures
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications

• 5 Years relevant experience
• Prior experience in managing highly visible, complex initiatives and/or consulting experience
• Capable of diving into details, while bringing a strategic add big picture perspective
• Deep expertise in control environment and associated systems and tools of a large financial institution
• Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions
• Experience with and confidence in delivering presentations to senior management
• Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment
• Excellent oral and written communications skills; must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders.
• Knowledge of the financial services industry and technology
• PowerPoint, Excel, and data visualization tools such as Tableau

Education

Bachelors/University degree, Master’s degree/CFA preferred

Job Family Group

Finance

Job Family

Capital Planning and Management

Time Type

Full time

Primary Location

615 S COLLEGE STREET

Primary Location Full Time Salary Range

$100,000.00 – $150,000.00

Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment.

Other Relevant Skills

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

Anticipated Posting Close Date

Nov 11, 2025

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