Venture Portfolio Manager – Analytics & Commercialization

Citigroup; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Citi Ventures, the strategic investing and innovation arm of Citi, is seeking a Portfolio Analyst to support venture investments, portfolio management, and business development activities. You will work with Finance, Legal, Compliance, Risk, and Operations to improve coordination and transparency across the portfolio.

The role offers exposure to portfolio management, commercialization, and cross-enterprise collaboration across Citi Ventures and partner functions.

Qualifications

• Bachelor's degree in a quantitative field.
• 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 written and verbal communication; ability to develop clear presentations.
• Proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• 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.

Skills

Financial analysis

Portfolio monitoring

Data reporting

Excel

PowerPoint

Stakeholder collaboration

Education

Bachelor's degree in quantitative field

Tools

Excel

PowerPoint

Job description

Citi Ventures, the strategic investing and innovation arm of Citi, is seeking a Portfolio Analyst to support venture investments, portfolio management, and business development activities. You will work with Finance, Legal, Compliance, Risk, and Operations to improve coordination and transparency across the portfolio.

The role offers exposure to portfolio management, commercialization, and cross-enterprise collaboration across Citi Ventures and partner functions.