1+ months

Vice President, Balance Sheet Solutions and Optimization BSM Lead Analyst

New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Finance
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18041400


Job Background:

Treasurys Balance Sheet Solutions and Optimization (BSSO) units responsibilities cover three key areas:

  • Asset Allocation: Leading the analysis of / investment strategy for optimizing Citis $400bn+ global liquidity portfolios

  • Balance Sheet Optimization and Analytics: Identifying and implementing solutions to optimize Citigroups balance sheet. This function includes driving modeling / analytics to support securities portfolios decision making.

  • Costing the Balance Sheet: Leading refinements in the design of Citigroups Transfer Pricing, Liquidity Premium and Capital Allocation frameworks to incentivize optimal use of Citis financial resources

The successful candidate will join the Balance Sheet Optimization and Analytics team, supporting the head of the team to design and drive crucial balance sheet optimization initiatives, and deliver key analytical insights.

Key Responsibilities

  • Deliver solutions to enhance quantitative metrics and analyses of Citis investment securities portfolios in support of the Debt Investment Securities Council, a group of senior business and functional heads who oversee the portfolios.
  • Support the analysis and design of portfolio analytics, including the development of prototype financial models and tools to better understand the drivers of financial and risk metrics.
  • Generate influential research and conduct analysis to support insights and proposals, for optimization initiatives.
  • Produce high quality presentation materials to clearly and concisely communicate balance sheet optimization proposals, their benefits / shortcomings and the financial impact.
  • Assist in coordinating and liaising with businesses and functions to educate and garner support for project initiatives.
  • Contribute and support other cross-group projects and initiatives.


  • 3+ years of experience working in the finance industry.
  • Minimum Bachelors degree from a top tier school. Masters or other relevant advanced qualification would be a plus.
  • Knowledge of financial instruments and products including an awareness of bank regulation, accounting, valuation techniques and risk measurement.
  • Expert in the use of Microsoft Office applications (Excel, PowerPoint and Word).
  • Experienced problem solver with an ability to rapidly assimilate complex information across a variety of financial disciplines.
  • Ability to handle multiple initiatives simultaneously with continual attention to detail.
  • Strong communication skills, oral and written, with the ability to converse with a wide variety of people across functions / seniority.
  • Demonstrated ability to work effectively across business units / functions, taking ownership and delivering results.
  • High energy, self-starter with a flexible and pragmatic attitude.


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Vice President, Balance Sheet Solutions and Optimization BSM Lead Analyst

New York, NY

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