Venture Portfolio Manager, Analytics & Strategy

Citi; New York (NY); Sur place; USD 99 000 - 148 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Excel

PowerPoint

Financial analysis

Data analysis

Presentation development

Formation

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

Description du poste

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.