Portfolio Management – Citi Ventures

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

Job summary

Citi Ventures, the strategic investing and innovation arm of Citi, is seeking a Portfolio/Investor Operations professional to support portfolio monitoring, quarterly reviews, and reporting. You will assist with onboarding, dashboards, and collaboration across Finance, Legal, Compliance, Risk, and Operations.

This full-time role in New York offers exposure to venture investing and cross-functional initiatives.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or related quantitative field.
• Strong analytical, problem-solving, and critical-thinking skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with data, financial analysis, reporting, and presentations.

Responsibilities

• Monitor venture portfolio performance and existing companies within enterprise and fintech coverage.
• Support Quarterly Portfolio Review (QPR) and LP reporting with updates and materials.
• Maintain portfolio company profiles, capitalization tables, valuation analyses, and investment tracking.
• Develop and maintain portfolio dashboards, reporting tools, and CRM data.
• Assist with onboarding, commercialization initiatives, and portfolio management processes.
• Coordinate senior management updates, business reviews, and leadership presentations.
• Provide analytical support for pipeline tracking, portfolio monitoring, and performance reporting.

Skills

Excel

PowerPoint

Financial analysis

Data analysis

Presentation development

Education

Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field

Job description

Role Overview

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 portfolio coverage team supports these core Citi Ventures verticals by providing operational, 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, and business management 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, and consistency across Citi Ventures.

Position Scope & Responsibilities

Portfolio Management

• Support monitoring of the venture portfolio for existing companies within our enterprise and fintech coverage.
• Assist with Quarterly Portfolio Review (QPR) and LP reporting processes, including gathering company updates, reviewing financial performance, and preparing supporting materials.
• Assist in maintaining portfolio company profiles, capitalization tables, valuation analyses, and investment tracking materials.
• Contribute to portfolio company onboarding activities and ongoing portfolio management processes.
• Help develop and maintain portfolio dashboards, reporting tools, and CRM data.
• Support commercialization initiatives and assist with preparing materials for portfolio companies and business partners.
• Build and maintain effective working relationships with internal stakeholders and innovation-focused teams across Citi.

Investor Operations

• Assist in preparing senior management updates, business reviews, committee materials, and leadership presentations.
• Provide analytical support to the Venture Investing team, including pipeline tracking, portfolio monitoring, and performance reporting.
• Support execution of business initiatives, process enhancements, and strategic projects across the team.
• Help develop dashboards and reporting tools used to track team objectives, portfolio metrics, and operational performance.
• Assist with coordinating deliverables, project milestones, and key governance activities.
• Support strategic planning exercises and team initiatives aligned with Citi Ventures' priorities.
• Provide ad hoc analytical and operational support for management requests and business needs.
• Assist with operational processes related to new venture investments, including documentation and funding activities.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field.
• Interest in venture capital, startup ecosystems, innovation, and financial services.
• 2-5 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, and presentation development.
• Ability to manage multiple workstreams and priorities in a fast-paced, team-oriented environment.
• Strong interpersonal skills and ability to collaborate effectively with colleagues across functions and levels.
• Self-motivated, proactive, and eager to learn.
• Comfortable working independently while seeking guidance when appropriate.
• Demonstrated ability to support projects from inception through execution.
• Positive attitude, intellectual curiosity, and willingness to challenge assumptions constructively.
• Strong organizational skills and ability to adapt to changing priorities.

Job Family Group

Product Management and Development

Job Family

Product Management

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$98,960.00 - $148,440.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Oct 23, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.