Director Social Finance – Head of Structuring & LATAM

National Black MBA Association; New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi seeks an individual for the Social Finance team to develop banking solutions aimed at underserved populations in Latin America and the Caribbean. This role encompasses origination, structuring, and monitoring financing solutions, requiring strong analytical skills and fluency in Spanish. Candidates should have a solid background in finance and a passion for social impact.

Benefits

Competitive employee benefits

Discretionary incentive awards

Paid time off packages

Qualifications

• Experience in commercial financial institutions or development finance institutions.
• Knowledge of Citi's product base and policies.
• At least 10 years of work experience ideally in emerging markets.

Responsibilities

• Managing a network of social champions across 19 Latin American countries.
• Supporting CSF with due diligence and structuring specific deals.
• Leading transactional teams for social finance transactions.

Skills

Analytical skills

Inter-personal skills

Business acumen

Fluent in Spanish

Fluency in Portuguese

Education

MBA or relevant Masters

Job description

Job Description

This position at the Citi Social Finance (CSF) team has primary responsibilities of originating and structuring banking and financing solutions to Corporate and Commercial Banking clients that reach underserved segments of the population in Latin America and the Caribbean, enabling economic inclusion, financing for small scale farmers, access to basic services like healthcare, education, water and sanitation, affordable housing and to the digital economy.

The position supports Citi’s objectives in Latin America and the Caribbean to execute profitable and capital efficient transactions aligned to Citi’s Social Finance Criteria across industries, business and geographies in the region, helping Citi clients expand their outreach and impact at scale. Responsibilities also include managing the regional networks of corporate and commercial bankers designed as Social Champions in the countries to identify and originate pipeline; engage relevant clients with social activities at senior level to develop financing solutions; work closely with bankers, products and underwriting teams; conduct investor outreach in the impact investment and development finance communities to boost transaction returns and impact; lead structuring and documentation efforts; and drive portfolio reviews for internal and external stakeholders, including tracking and reporting social impact.

BACKGROUND/CONTEXT

Citi Social Finance is a specialized group in the Public Sector Banking Group that works on commercial initiatives that enable social and economic inclusion in the markets where Citi operates. Working across Citi’s businesses, product groups and geographies, Citi Social Finance serves more than 250 social clients, networks and investors in over 50 countries with products and services spanning the financial spectrum – from financing, access to capital markets, transaction services and hedging foreign exchange risk, to credit, savings, payments, supply chain and insurance products – to expand access for the underserved.

POSITION OBJECTIVES

This position will serve as a resource to the CSF team to facilitate origination, structuring, portfolio impact monitoring, transaction closure and the development and expansion of scalable solutions and risk sharing facilities/co-finance programs to fund and bank social activities across Citi’s Latin America and Caribbean markets. This position will perform specific analysis/research on selected industries and obligors, support credit approvals, develop credit policies and frameworks, advise relationship managers to use specific credit tools, provide portfolio management, regular exposure reports and performance tracking database for industry specific Debt Rating Models.

The position will also be responsible to structure transactions and risk sharing programs, expanding our relationships with relevant impact investors active in the region, including Multilateral Development Banks, Development Finance Institutions and other impact investors like asset managers, private debt and equity funds, etc.

The position provides a career development opportunity to gain global exposure and develop risk, transaction structuring and execution skills.

JOB RESPONSIBILITIES

• Managing a network of social champions across 19 Latin American countries to track and execute pipeline, in close collaboration with cluster heads.
• Supporting CSF and Citi local branches in providing target market due diligence, risk rating, origination and structuring of specific deals to support and expand Citi’s social finance leadership in the region.
• Leading transactional teams across markets towards successful closure of social finance transactions.
• Managing data collection and reporting on Citi CSF Latin American portfolio
• Developing and managing external and internal social impact reports with industry specific metrics for Citi’s social clients in partnership with CSF impact unit and external communications teams
• Due diligence and structuring of specific credit facilities to social businesses (global and local corporations, non-governmental institutions and not-for profits, financial institutions which are either segment specific or have operations in microfinance, agribusiness, affordable housing, reliable energy, healthcare, education and water/sanitation sectors)
• Completing due diligence analysis/write ups with industry-specific risk models and tools as part of transactional credit approval process as well as training local Citi teams in the methodologies for Social Finance
• Working with middle office, operations, risk management and technology to ensure compliance with policy and procedures. Developing credit and franchise risk assessment tools for Social clients
• Assisting in the development of new risk-sharing and co-finance programs with bilateral agencies and develops relations with impact investors
• Regularly analyzing industry research, learning of industry trends to guide CSF’s strategy
• Working on ongoing Senior Management presentations and reports
• Partnering with communication teams to externally position Citi as the leader in this space
• Represent Citi on high level Sustainability and social finance forums and conferences and events

SKILLS REQUIRED

• Passion for and understanding of social impact finance in emerging markets
• Ability to navigate a complex multi geographical organization
• Holistic thinker with ingenuity and business acumen
• Ability to identify key risk parameters and make appropriate recommendations
• Strong analytical, written and presentation skills
• Responsible multi-role team player with strong inter-personal skills
• Must be flexible, able to multi-task and prioritize
• Fluent in Spanish required and Portuguese desirable.

EXPERIENCE/TRAINING

• Knowledge of Citi’s products base, Citi Organization, Policies and EM exposure
• Experience in a commercial financial institution or development finance institutions/impact investor working on debt structuring or syndications in emerging markets
• Experience with a large, complex financial institution preferred or multilateral development bank
• Experience working with or in emerging markets
• MBA, relevant Masters or equivalent work experience (ideally minimum 10 years)

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

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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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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Anticipated Posting Close Date:

Sep 09, 2025

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