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Financial Optimization Specialist
hace 2 meses
Citi is seeking a seasoned professional to fill the position of Financial Optimization Specialist. This role is a key part of our Asset/Liability Management team, responsible for providing oversight and evaluating ways to increase returns for our onshore and offshore assets.
The ideal candidate will have a strong analytical background, with experience in financial services, treasury management, and product management. They will be responsible for conducting thorough analysis to evaluate portfolio profitability, identifying opportunities for improvement, and driving innovation to translate market requirements into business requirements.
Key Responsibilities:
- Strategic and day-to-day balance sheet and product management responsibility for deposits and investments and P&L
- Conduct thorough analysis to evaluate portfolio profitability, kicking off initiatives to improve returns
- Drive innovation - translate market requirements into business requirements, gather and evaluate market intelligence, identifying opportunities or risk in the performance of LMS Portfolios
- Design, communicate and deliver performance improvement strategies in LMS portfolios and co-ordinate with Segments, Market Management and Product Management teams commercialize the products ensuring consistency and approach
- Provide pricing analysis and challenge quotes proposals ensuring the best outcome for Citi and its Customers
- Participate in discussions with Corporate Treasury, Finance and Segment/Sales to ensure alignment of portfolio strategy (inc. Balances / Investments, Hedges, Transfer pricing, Liquidity Metrics, etc.)
- Work with regional / local product teams to fill product gaps in order to expand and enhance the existing product set
- Ensure that all legal, compliance, and regulatory issues are fully addressed
- Build productive relationships with internal partners including sales, legal, compliance, technology and operations
Requirements:
- 5-8 years of experience in Financial Services, Treasury Management, Product Management
- Proven experience in analytical thinking, crunching numbers and exhaustive P&L delivery execution
- Critical thinking and problem-solving skills
- Consistently demonstrates clear and concise written and verbal communication skills. Able to synthetize financial information, generate insights and communicate them in an effective / executive way
- Self starter with desire to understand root causes and drive change
- Demonstrated success in contributing within a team environment
- Outstanding management and interpersonal relations skills
Additional Skills:
- Strong PC and data manipulation skills required (e.g. MS Excel, Word, Access, PowerPoint, etc.). Preferred emphasis on MS Excel and MicroStrategy
- Proactive problem-solving and decision-making, with the ability to exercise sound, timely and independent judgment
- Excellent organizational and project management skills
- Works well independently and under pressure; willing to take personal responsibility and accountability
- Ability to synthesize ideas/data into a visual, easy-to-understand message for different audiences
- Attention to detail
Education:
- Bachelor's/University degree or equivalent experience