Wealth Credit Analytics Lead

Citi; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Citi is seeking a Wealth Credit Services Specialist Lead to join the Wealth Credit Services team. The role focuses on producing critical reports, driving data quality, and leading strategic reporting projects for the EMEA Wealth lending portfolio within a global financial institution.

The role requires advanced Excel, Python/SQL/VBA, and BI tool proficiency (Tableau, Cognos). You will collaborate with underwriting, technology, risk, and finance to deliver audit-ready controls and robust

Qualifications

• Solid knowledge of lending products and credit risk concepts in financial services.
• Ability to construct executive dashboards and portfolio metrics using large datasets.
• Advanced Excel and BI tools with data aggregation and reporting capabilities.
• Experience leading strategic reporting projects in a large financial institution.

Responsibilities

• Produce time-sensitive Control Reports and KPI metrics for senior management.
• Coordinate reporting requirements end-to-end with multiple teams.
• Validate and deliver data for regulatory submissions and audits.
• Design dashboards and automated reporting solutions with BI tools.
• Lead process improvements to streamline reporting workflows.

Skills

Lending knowledge

Advanced Excel

Programming: Python/SQL/VBA

BI Visualization: Tableau

BI Visualization: Cognos

Regulatory/reporting experience

Cross-functional collaboration

English communication

Education

Bachelor’s degree in Finance or related field

Master’s degree preferred

Tools

Tableau

Cognos

Excel

Python

SQL

Job description

Citi is seeking a Wealth Credit Services Specialist Lead to join the Wealth Credit Services team. The role focuses on producing critical reports, driving data quality, and leading strategic reporting projects for the EMEA Wealth lending portfolio within a global financial institution.

The role requires advanced Excel, Python/SQL/VBA, and BI tool proficiency (Tableau, Cognos). You will collaborate with underwriting, technology, risk, and finance to deliver audit-ready controls and robust