7 days old

Investment Finance Specialist Capital Markets

Citigroup
Miami, FL 33126
The IF Specialist Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.


**Responsibilities:**


+ Assisting in the marketing and sale of the IF Product range through preparation of materials and maintenance of databases

+ Assist in the preparation of EDAC and Greenlight memos (as applicable)

+ In partnership with the Transactors, assist with the structuring and execution of more complex or tailored transactions, meeting Risk Acceptance Criteria

+ Full loan underwriting with appropriate risk return characteristics of Citi Private Banks standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards

+ Preparation of Credit Applications ensuring accuracy and completeness of data

+ Financial Analysis including cash flow statements

+ Collateral Evaluation covering Marketable Securities, Property and other asset classes

+ Preparing and negotiating credit documentation for facilities, including liaison with external counsel as required as well as undertaking the annual review of documentation

+ Preparing and reviewing facility covenants

+ Assisting in Portfolio Management, including CA Annual reviews, covenant monitoring and compliance, waivers and extensions and all related system maintenance

+ Problem Recognition and assisting with classified loans remedial management

+ 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:**


+ 10+ years of experience

+ Strong and proven analytical, financial structuring and execution skills

+ Experience as a credit officer

+ Strong knowledge of Citibanks Credit Policies, Product Programs and Citi Policies

+ An in depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling

+ Excellent communication (written and verbal) and interpersonal skills

+ Good negotiation skills

+ Strong initiative and interactive approach to problem solving

+ Displays flexibility and independence in a demanding environment

+ Team Player


**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:**


IF Lending Generalist

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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.

Categories

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

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Investment Finance Specialist Capital Markets

Citigroup
Miami, FL 33126

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