Investor Operations - Citi Ventures, SVP

Citigroup; New York (NY); Sur place; USD 180 000 - 240 000; Plein temps

Avantages offerts par ce poste

AI adoption initiatives

Résumé du poste

Citi Ventures, the strategic investing arm of Citi, seeks an Investor Operations role in New York. You will support governance, performance reporting, and cross-functional initiatives across venture investing, product programs, and client development.

You will liaise with Finance, Legal, Compliance, Risk, and Operations to drive transparency and efficiency. The role offers exposure to portfolio management, commercialization, and cross-enterprise collaboration within Citi's franchise, including

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field. Masters degree preferred.
• Interest in venture capital, startup ecosystems, innovation, and financial services.
• 10+ years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or related fields.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to producing high-quality work.
• Strong written and verbal communication skills with the ability to develop clear and effective presentations.
• Proficiency in Microsoft Excel and PowerPoint.

Responsabilités

• Compose senior business performance updates and leadership materials for Venture Investing Advisory Committee.
• Support Citi Ventures Legal Entity governance, including quarterly meeting prep and coordination.
• Provide broad operational support to the Citi Ventures team across functions.
• Partner with central Client Business Execution and Client Risk and Control teams on deliverables.
• Manage updates to the Product Program and internal Best Practices guide.
• Represent Citi Ventures in leadership and control forums across the firm.

Connaissances

Financial analysis

Problem solving

Communication

Attention to detail

Presentation skills

Formation

Bachelor's degree in Finance/related field

Master's degree preferred

Outils

Excel

PowerPoint

Data analytics tools

Description du poste

Citi Ventures is the strategic investing and innovation arm of Citi, focused on investing in emerging technologies and supporting innovation across the firm through three core verticals:

• Strategic Investing: Sources and executes minority investments in innovative, early-stage companies to support and accelerate innovation across Citi.
• Partnerships & Venture Development: Helps commercialize Citi products and intellectual property through partnerships, and other strategic initiatives.
• Business Development: Drives cross-enterprise engagement across Citi's franchise, connecting capabilities, partnerships, and opportunities across Wealth, CCB, and other businesses.

The Investor Operations team supports these core Citi Ventures verticals by providing operational, governance, analytical, and program management support. The team helps drive consistency across Venture Investing activities, enhance operational effectiveness, and support key strategic initiatives and process improvements.

This role offers a unique opportunity to gain exposure to venture investing, portfolio management, commercialization, business management, and business development activities while working closely with a broad range of stakeholders across Citi Ventures and partner functions including Finance, Controllers, Legal, Compliance, Risk, and Operations.

The successful candidate will support efforts to improve coordination, transparency, efficiency, and consistency across Citi Ventures and work closely with leadership and key partners across the firm to drive operational excellence and meaningful outcomes for our portfolio and the broader Citi ecosystem.

Investor Operations and Program Governance

• Compose senior business performance management updates and leadership discussion materials, including materials for the Venture Investing Advisory Committee.
• Support Citi Ventures Legal Entity governance, including coordination and preparation for quarterly meetings.
• Provide broad operational support to the Citi Ventures team.
• Partner with central Client Business Execution team and Client Risk and Control team on routine and ad hoc deliverables and inquiries.
• Manage updates to the Product Program and internal Best Practices reference guide.
• Represent Citi Ventures and act as delegate in leadership and control forums across the firm.
• Assess and formulate strategic priorities, ensuring team goals align to Citi Ventures' mission and key objectives.
• Contribute to Scorecard/KPI frameworks, goal-setting processes, and performance tracking.
• Participate in responses to 2nd and 3rd Line of Defense exams and reviews.
• Participate in the wire execution preparation and approval process for new equity venture investments.

Tooling and Process Optimization

• Scale the Citi Ventures CRM (Affinity) feature set and optimize the customized Investment Workflow tool (Appian).
• Continuously identify and implement process improvements and new tools to sharpen team productivity and seek greater alignment among Venture groups at Citi.
• Spearhead AI adoption and process optimization across Citi Ventures and the broader Client Organization.

Client Development

• Elevate the portfolio company founder experience through enhanced onboarding, preferred access to Citi's cross-business capabilities, tailored resources, and venture ecosystem connectivity.
• Deliver on the portfolio company client development framework, including strategy, materials, and initiative execution end-to-end.
• Build and deepen relationships with internal and external business partners and portfolio companies, actively surveying the pipeline for client development opportunities.
• Liaise with CCB, Wealth, and Investment Banking to unlock the full breadth of Citi's platform for portfolio companies.
• Act as a liaison and connect investors, partners, and portfolio companies across the ecosystem; prepare client outreach materials and briefings; routinely align with stakeholders on progress and devise new strategic approaches.
• Partner with the Citi Ventures Marketing and Communications team; support and grow the Founders Journey program.
• Maintain and enhance client metrics and tracking systems; produce sophisticated, data-driven leadership updates.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field. Masters degree preferred.
• Interest in venture capital, startup ecosystems, innovation, and financial services.
• 10+ years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or related fields.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to producing high-quality work.
• Strong written and verbal communication skills with the ability to develop clear and effective presentations.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience working with data, financial analysis, reporting, an