Fund Credit Risk Analyst – Underwriting & Monitoring

Citi

Getzville (NY)

On-site

USD 61,000 - 85,000

Full time

14 days+
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Citi in Getzville, NY seeks an experienced credit professional to assess fund counterparty risk and support underwriting. You will prepare memos, assign risk ratings, monitor exposure, and coordinate with BCMA, 2LoD and regional teams to keep risk within appetite.

You will analyze financial statements, apply Citi policies, and communicate recommendations for senior decision-makers while traveling occasionally to support risk initiatives.

Qualifications

  • BA/BSc in Finance or Accounting or higher degree in Business.
  • 2-5 years previous experience in a financial institution with a focus on credit analysis.
  • Strong knowledge of Wholesale Credit Processes and ICM risk analysis.

Responsibilities

  • Assess credit and financial strength of Citi’s Real Money Funds Clients.
  • Prepare Credit Analysis Write-up Memos and Final Obligor Risk Ratings.
  • Continuously monitor the portfolio and escalate credit issues as needed.
  • Review and recommend risk ratings across the Funds sector.
  • Collaborate with Underwriting, 2LoD, and BCMA on credit standards.
  • Support VOE initiatives and travel less than 10%.

Skills

Analytical Thinking
Credible Challenge
Financial Analysis
Governance
Policy & Procedure
Regulation
Risk Management Lifecycle
Interpersonal Skills

Education

BA/BSc in Finance or Accounting
MBA or related subject
2-5 years experience in financial institution

Tools

Microsoft Office
Financial modeling

Job description

Citi in Getzville, NY seeks an experienced credit professional to assess fund counterparty risk and support underwriting. You will prepare memos, assign risk ratings, monitor exposure, and coordinate with BCMA, 2LoD and regional teams to keep risk within appetite.

You will analyze financial statements, apply Citi policies, and communicate recommendations for senior decision-makers while traveling occasionally to support risk initiatives.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Credit Risk Analyst – Real Money Funds Underwriting
Credit Risk Analyst – Real Money Funds Underwriting

Citi • New York (NY)

Hybrid
USD 61,000 - 85,000
Funds Underwriting: Credit Risk Analyst (Intermediate)
Funds Underwriting: Credit Risk Analyst (Intermediate)

Citigroup Inc. • Getzville (NY)

On-site
USD 61,000 - 85,000
Senior Lead Analyst, 2nd LOD Portfolio Credit Risk
Senior Lead Analyst, 2nd LOD Portfolio Credit Risk

Citi • Getzville (NY)

On-site
USD 116,000 - 174,000
Medical benefits
401(k)
Senior Lead Analyst, Portfolio Credit Risk - 2nd LOD
Senior Lead Analyst, Portfolio Credit Risk - 2nd LOD

Citi • New York (NY)

Hybrid
USD 116,000 - 174,000
Senior Lead, 2nd LOD Portfolio Credit Risk Due Diligence
Senior Lead, 2nd LOD Portfolio Credit Risk Due Diligence

Citigroup Inc. • Getzville (NY)

On-site
USD 116,000 - 174,000
Medical, dental & vision coverage
401(k)
Credit Risk Manager (Fund Banking)
Credit Risk Manager (Fund Banking)

Valley National Bank • New York (NY)

On-site
USD 65,000 - 90,000
Credit Risk Analyst — Sponsor Funds & Private Equity
Credit Risk Analyst — Sponsor Funds & Private Equity

Royal Bank of Canada • New York (NY)

Hybrid
USD 110,000 - 130,000
Bonuses
401(k)
Credit Risk Specialist: Funds & Alternatives
Credit Risk Specialist: Funds & Alternatives

BNY • New York (NY)

On-site
USD 90,000 - 130,000
Senior Credit Portfolio Risk Lead
Senior Credit Portfolio Risk Lead

Citigroup Inc. • Wilmington (DE)

On-site
USD 115,000 - 172,000
C&I Credit Risk Analyst – Portfolio & Underwriting
C&I Credit Risk Analyst – Portfolio & Underwriting

Bank of China Limited, New York Branch • New York (NY)

Hybrid
USD 42,000 - 150,000