6 days old

Credit Solutions Specialist

Citigroup
New York, NY 10176
The Capital Markets Credit Solutions Specialist is a role responsible for supporting the Sr. team members for coordinating the fill suite of credit solutions for the CGWI Capital Markets business. The overall objective of the group is to provide Private Bank clients with institutional level access to Citis full Markets capabilities. Clients gain access to a wide range of products, institutional level pricing, expertise, and trading capabilities. This role is based within the Citi Global Wealth Investments (CGWI) Capital Markets Group, located in in New York. The role reports to the CGWI Americas Head of Credit Solutions. The role is required to work closely with the CGWI & Markets Risk teams and CGW Investment Finance to deliver comprehensive credit solutions suitable for our Capital Markets clients investment portfolios and strategic solutions.


**Responsibilities:**


+ Support the end to end process for all Credit/Pre Settlement Exposure (PSE)/Margin products related to Capital Markets trading activity across bank delivered products and brokerage products.

+ Partner with the Product Specialists, Bankers and Investment Counselors to analyze balance sheets, properly size PSE lines to support trading activity and manage the approval process in Investment Finance and Risk

+ Working with Investment Finance and Risk to maintain all Product Programs related to extending credit to facilitate Capital Markets trading activity including PSE lines, Loanable Value to ensure consistency across the platform and with other regions.

+ Work with CGWIs largest Family Office clients that are active across asset classes and products to assess credit needs on an ongoing basis and facilitate onboarding processes including the ISDA negotiation and documentation requirements.

+ Develop relationships and help shepherd approval processes where necessary with Risk and Credit functions across ICG, notably FIRM/GIRM when CGWI clients transact with Markets & Securities Services (MSS).

+ Champion and develop new Credit Methodologies for Capital Markets at CGWI.

+ Ensure regional and global consistency of Credit extension for all Capital Market Trading Activities to global standards

+ Streamline and increase efficiencies in the Capital Markets PSE extension process

+ Create efficiencies and scalability across the Risk reporting systems for those clients that straddle CGWI and ICG risk management infrastructure.

+ Work with global partners to ensure global consistency to product delivery achieved

+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


**Qualifications:**


+ CO or SCO Required

+ Extensive experience in Capital Markets Risk, Credit or similar role

+ Knowledge of risk drivers for Capital Markets Products across Equities, Fixed Income, Foreign Exchange, Commodities, Credit, Structured Notes and OTC Derivatives

+ Comfort with Market Risk and Credit Risk parameters. Superior problem solving and analytical skills with an ability to influence decision making incorporating quantitative and qualitative analysis.

+ Strong teamwork, communication, presentation, and interpersonal skills. This role crosses lines of business between Capital Markets and Investment Finance, therefore it is critical to build strong partnerships.

+ Results Driven and Experience implementing a business strategy at a regional / global level.

+ Advanced Excel and PowerPoint skills with familiarity of working with large amounts of data

+ Energetic and motivated personality, with the willingness to take the initiative where appropriate

+ Strong time management and organizational skills, with the ability to meet deadlines successfully

+ Ability to perform well under pressure and successfully manage several projects at a time


**Education:**


+ Bachelor's/University degree, Master's degree preferred


role responsible for coordinating the fill suite of credit solutions for the CGWI Capital Markets business. The overall objective of the group is to provide Private Bank clients with institutional level access to Citis full Markets capabilities. Clients gain access to a wide range of products, institutional level pricing, expertise, and trading capabilities. This role is based within the Citi Global Wealth Investments (CGWI) Capital Markets Group, located in in London. The role reports to the CGWI EMEA Head of Capital Markets. The role is required to work closely with the CGWI & Markets Risk teams and CGW Investment Finance to deliver comprehensive credit solutions suitable for our Capital Markets clients investment portfolios and strategic solutions.


**Responsibilities:**


+ and own data analytics

+ Own the end to end process for all Credit/Pre Settlement Exposure (PSE)/Margin products related to Capital Markets trading activity across bank delivered products and brokerage products.

+ Partner with the Product Specialists, Bankers and Investment Counselors to analyze balance sheets, properly size PSE lines to support trading activity and manage the approval process in Investment Finance and Risk

+ Working with Investment Finance and Risk to maintain all Product Programs related to extending credit to facilitate Capital Markets trading activity including PSE lines, Loanable Value to ensure consistency across the platform and with other regions.

+ Work with CGWIs largest Family Office clients that are active across asset classes and products to assess credit needs on an ongoing basis and facilitate onboarding processes including the ISDA negotiation and documentation requirements.

+ Develop relationships and help shepherd approval processes where necessary with Risk and Credit functions across ICG, notably FIRM/GIRM when CGWI clients transact with Markets & Securities Services (MSS).

+ Champion and develop new Credit Methodologies for Capital Markets at CGWI.

+ Ensure regional and global consistency of Credit extension for all Capital Market Trading Activities to global standards

+ Streamline and increase efficiencies in the Capital Markets PSE extension process

+ Create efficiencies and scalability across the Risk reporting systems for those clients that straddle CGWI and ICG risk management infrastructure.

+ Work with global partners to ensure global consistency to product delivery achieved


**Qualifications:**


+ CO or SCO Required

+ Extensive experience in Capital Markets Risk, Credit or similar role

+ Knowledge of risk drivers for Capital Markets Products across Equities, Fixed Income, Foreign Exchange, Commodities, Credit, Structured Notes and OTC Derivatives

+ Comfort with Market Risk and Credit Risk parameters. Superior problem solving and analytical skills with an ability to influence decision making incorporating quantitative and qualitative analysis.

+ Strong teamwork, communication, presentation, and interpersonal skills. This role crosses lines of business between Capital Markets and Investment Finance, therefore it is critical to build strong partnerships.

+ Results Driven and Experience implementing a business strategy at a regional / global level.

+ Advanced Excel and PowerPoint skills with familiarity of working with large amounts of data

+ Energetic and motivated personality, with the willingness to take the initiative where appropriate

+ Strong time management and organizational skills, with the ability to meet deadlines successfully

+ Ability to perform well under pressure and successfully manage several projects at a time


**Education:**


+ Bachelor's/University degree, Master's degree preferred


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**Job Family Group:**


Private Client Product Services

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**Job Family:**


Investment Capital Markets

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**Time Type:**


Full time

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Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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Posted: 2022-05-13 Expires: 2022-06-12

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Credit Solutions Specialist

Citigroup
New York, NY 10176

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