Portfolio Data Strategy Lead (Credit Financing)

Citigroup; New York (NY); On-site; USD 99,000 - 148,000; Full time

Job summary

Citigroup in New York is seeking a data-centric professional to own data lifecycle governance within the Credit Financing portfolio. You will steward data integrity, drive data strategy, and execute data-driven projects in a collaborative environment.

The role emphasizes cross-functional engagement with originations, underwriting, and technology partners to improve data ingestion, validation, and reporting, while supporting regulatory reporting and risk management through data insights.

Qualifications

• 5-8 years of experience in a related role.
• Proficiency in data scalability, ingestion, validation, and reporting workflows.
• Strong written and oral communication; ability to comprehend loan facility agreements.
• Familiarity with Basel Capital Calculations and regulatory reporting.

Responsibilities

• Portfolio Data Strategy & Integrity: steward data across the portfolio and design data modeling/storage hygiene across applications.
• Data Maintenance and Quality: assimilate complex financial data into internal systems; manage ingestion, validation and reporting workflows.
• Client & Stakeholder Data Engagement: interface with clients, originations, and underwriting teams to resolve data quality issues.
• Risk Management through Data: support Credit Risk management using data-driven insights; monitor credit quality indicators and remediation actions.
• Automate & Optimize Reporting: assist automation of portfolio management reporting including borrowing base monitoring, valuation, and covenant checks.
• Strategic Technology Initiatives: collaborate to design/develop initiatives that enhance data infrastructure.

Skills

Data strategy

Data integrity

Stakeholder engagement

Regulatory awareness

Analytical skills

Automation

Excel

Education

Bachelors degree

Tools

Excel

VBA

SQL

Job description

Citigroup in New York is seeking a data-centric professional to own data lifecycle governance within the Credit Financing portfolio. You will steward data integrity, drive data strategy, and execute data-driven projects in a collaborative environment.

The role emphasizes cross-functional engagement with originations, underwriting, and technology partners to improve data ingestion, validation, and reporting, while supporting regulatory reporting and risk management through data insights.