Portfolio Manager - Credit Financing Team - AVP

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

Job summary

Citi in New York is seeking a data-centric professional for the in-business portfolio management team within Credit Financing. You will steward the portfolio's data lifecycle, shaping data strategy, integrity, and the execution of data-driven projects.

You will lead data maintenance, ingestion, and reporting, collaborate with clients, originations, and underwriting, and help automate portfolio reporting and risk monitoring through technology-driven solutions.

Qualifications

• 5-8 years of experience in a related role.
• Knowledge of Credit Financing and Securitizations is preferred but not required.
• Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows.
• Aptitude in data management, with ability to track, action, and drive process as applicable.
• Awareness of regulatory frameworks, Basel Capital Calculations and reporting requirements.
• Familiarity with technology-driven process improvements, automation, and control optimization.
• Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy.
• Strong written and oral communication skills, as well as ability to comprehend legal documentation.

Responsibilities

• Act as the primary steward across data supporting the portfolio and design data models.
• Spearhead ingestion, validation, and reporting workflows for complex financial data.
• Interface with clients, originations, and underwriting teams to resolve data quality issues.
• Assist in managing Credit Risk through data-driven insights.
• Support automation of portfolio reporting, including base monitoring and covenant checks.
• Collaborate with technology partners on data infrastructure initiatives.

Skills

Data governance

Data integrity

Data strategy

Analytical thinking

Communication skills

Excel

Education

Bachelor’s degree/University degree or equivalent experience

Tools

SQL

VBA

Job description

Role Overview

Join the in-business portfolio management team within the Credit Financing business. This role is designed for a professional with a strategic mindset towards data. You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects.

Work Profile Specifics

• Portfolio Data Strategy & Integrity: Act as the primary steward across data supporting the portfolio. Design and implement strategies for data modeling, storage, and hygiene across our suite of applications
• Data Maintenance and Quality: Spearhead the assimilation of complex financial data (e.g., Borrowing Bases) into internal systems. Develop, support and manage processes for seamless data ingestion, validation, and reporting
• Client & Stakeholder Data Engagement: Proactively interface with clients, originations, and underwriting teams to resolve data quality issues, ensuring the accuracy and integrity of information from its source
• Risk Management through Data: Leverage portfolio data to proactively assist in managing Credit Risk. Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insights
• Automate & Optimize Reporting: Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks. Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technology
• Strategic Technology Initiatives: Collaborate with cross-functional technology partners to design, develop, and execute strategic initiatives that enhance data infrastructure and support long-term business objectives

Qualifications

• 5-8 years of experience in a related role
• Knowledge of Credit Financing and Securitizations is preferred but not required
• Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows
• Aptitude in data management, with ability to track, action, and drive process as applicable
• Awareness of regulatory frameworks, including but not limited to; Basel Capital Calculations and reporting requirements
• Familiarity with technology-driven process improvements, task automation, and control optimization
• Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy
• Strong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements)

Key Competencies

• A passion for data integrity, governance, and strategy
• Analytical Rigor. Strong attention to detail is key
• Organized and focused on process optimization and automation
• Proven ability to work effectively in a team setting, manage stakeholders, and collaborate across functions
• Desire to deepen understanding of regulatory and compliance frameworks
• Foundational knowledge of Credit Risk and corresponding controls
• Familiarity with driving change via Technology at scale
• Proficiency in Excel is mandatory; knowledge of VBA, SQL, or other data analysis tools is a plus

Education

• Bachelor’s degree/University degree or equivalent experience.

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

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 26, 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.

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