CTI - Governance and Funding Sr Lead Analyst/Project Manager - C14/SVP

CITI; Charlotte (NC); On-site; USD 134,000 - 203,000; Full time

Job summary

An established industry player is seeking a Senior Project Manager to join their Treasury Investments team. In this pivotal role, you will oversee the execution of key initiatives related to balance sheet management, FX, and interest rate risk management. Your expertise will drive collaboration across various finance functions and technology partners, ensuring smooth project delivery. With a focus on critical thinking and problem-solving, you will engage with senior stakeholders to define requirements and lead testing efforts. This is a unique opportunity to gain exposure to investment management processes and contribute to strategic financial initiatives within a dynamic environment.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Plan

Life Insurance

Wellness Programs

Paid Time Off

Sick Leave

Paid Holidays

Qualifications

• 10+ years of experience in financial services or consulting.
• 5 years of experience in project management and SDLC.

Responsibilities

• Manage execution of CTI's initiatives focusing on balance sheet management.
• Lead UAT coordination and implementation tracking.

Skills

Project Management

Critical Thinking

Problem Solving

Treasury Product Knowledge

Attention to Detail

Education

Bachelor's Degree

Graduate Level Degree

PMP Certification

Tools

MS Visio

MS Project

MS Excel

MS PowerPoint

Job description

Role Introduction / Overview:

• This position will join the Citi Treasury Investments (CTI) Governance and Business Initiatives team within the Finance Organisation.
• Senior Project manager role would be responsible for managing the execution of CTI's initiatives that focuses on balance sheet management , FX and interest rate risk management, funding, and liquidity management.

Business / Team Overview:

• The Citi Treasury Investments group (CTI) manages over a $500 billion portfolio consisting of Issued Debt, Intercompany Borrowings & Placements, AFS/HTM Securities, and Derivatives.
• CTI is responsible for managing central liquidity and investment portfolio, executing the foreign exchange hedge program, and providing US dollar financing to other trading desk, management of the USD interest rate risk in banking book to achieve Citi's desired net interest position, and issuance of benchmark debt and structured notes, credit card securitizations and liability management for all capital securities issued through Citigroup and CBNA.
• The CTI Business Initiatives team works closely with stakeholders to define, drive, and execute end-to-end process design and implementation efforts across Treasury activities, which span global Treasury groups, Finance functions and technology infrastructure partners.

Some of the key responsibilities in the role:

• Writing / Review Business Requirements, Functional Requirements, Technology design , project plans, and lead testing execution.
• Critical thinking and problem solving.
• Making design and functional decision to resolve business problem and production issues.
• Partnering with CTI desk leads and seniors across Finance and Markets for requirement analysis , status updates and issue resolution.
• Leading steering group meetings and senior stakeholders' meetings.
• UAT coordination, leading UAT calls , Implementation tracking and post implementation reporting.

Development Value:

• Exposure to investment management decision making process.
• Exposure to banks interest rate management process and hedging strategy [Interest Rate Swaps , FX options , Forwards]
• Opportunity to work closely with Capital markets team who manage Citigroup's share issuance and repurchase program.

What knowledge, skills and experience we'll need from you

• Minimum bachelor's degree required. Graduate level degree a plus, PMP Certification a plus
• 10+ years of experience within financial services or consulting
• 5 years of experience within project management and the software delivery lifecycle (SDLC)
• Treasury product knowledge (Money Market, FX, Swaps, Bonds etc.)
• Knowledge of key Interest Rate Risk metrics.
• Technical skills required: MS Visio, MS Project, MS Excel, MS PowerPoint
• Significant intellectual curiosity and desire to learn how Citi Treasury functions.
• Superior attention to detail and diligence sufficient to withstand scrutiny of a senior audience.
• Strong team collaborator and partnering skills.
• Abstract critical thinking and problem-solving skills.

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Job Family Group:

Finance

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Job Family:

Funding & Investments Management

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Time Type:

Full time

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Primary Location:

615 S COLLEGE STREET

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Primary Location Full Time Salary Range:

$134,960.00 - $202,440.00

In addition to salary, 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.

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Anticipated Posting Close Date:

May 12, 2025

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