Fp&a Vp Citi Private Bank
hace 1 semana
The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.**Responsibilities**:- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management- Advise on directional strategy and provide guidance on significant business/product decisions- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.- Prepare analytics in support of CEO Reviews, including business initiatives- Execute analysis of product profitability and provide guidance on significant business and product decisions- Develop and maintain relationships with key partners and senior management to influence behavior and decision making- Prepare presentations and analysis for the team supporting the CFO- Has the ability to operate with a limited level of direct supervision.- Can exercise independence of judgement and autonomy.- Acts as SME to senior stakeholders and /or other team members.**Qualifications**:- 6-10 years of relevant experience- Effective verbal and written communication skills- Demonstrated presentation skills- Consistently demonstrates clear and concise written and verbal communication skills**Education**:- Bachelor’s degree/University degree or equivalent experience- Master’s degree preferredThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Use of Data Analytics tools desired. Proficient English required.- **Job Family Group**:Finance- **Job Family**:Financial Planning & Analysis- **Time Type**:Full time- 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.View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
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Citi Private Banking
hace 1 semana
Ciudad de México Citi A tiempo completoThe GMM Function Group Manager manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors'...
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Private Banker Sr Lead C14
hace 3 semanas
Ciudad de México Citi A tiempo completo**Responsibilities**:- Actively identify prospects and establish contact with them/convert prospects into clients.- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.- Anticipate events in a client’s life and business which have significant financial implications.- Serve as a trusted advisor to clients who...
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Private Banker Sr. Lead
hace 2 semanas
Ciudad de México, CDMX Citi A tiempo completo**Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...
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O&a Vp Originator
hace 1 semana
Ciudad de México Deutsche Bank A tiempo completo**O&A VP Originator - Mexico**:**Job ID**:R **Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**: **Location**:Mexico City**Position Overview**:**Job Title**:Origination & Advisory - Mexico**Corporate Title**:VP**Location**:Mexico City**Overview**Our Origination & Advisory business provides the full range of investment banking products and...
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Associate Banker Senior
hace 3 semanas
Ciudad de México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoOverview The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...
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O&a Vp Originator
hace 3 días
Ciudad de México Deutsche Bank A tiempo completo**Overview** Our Origination & Advisory business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions and restructuring advice, underpinned by one of the world's...
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Associate Banker Senior
hace 3 semanas
Ciudad de México PowerToFly A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
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Banamex- Equity Sr. Analyst
hace 9 horas
Ciudad de México Citi A tiempo completo**Responsibilities**:- This role is based within the Capital Markets Group, covering direct client activity in equity cash, listed derivatives and light OTC exotic equity product (delta one, OTC accumulators, barrier options). This position will be as a member of the team involved in covering private clients directly.- Part of the integrated client team,...
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Investment Counselor Lead
hace 3 días
Ciudad de México Citi A tiempo completo**Responsibilities**: - An individual in this role will be expected to: - Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) - Leverage existing...
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Fp&a Lead Analyst for Treasury
hace 3 semanas
Ciudad de México Citi A tiempo completoEl gerente sénior de análisis y planificación financiera es un puesto profesional sénior responsable de proporcionar administración con un análisis y conocimiento acerca de los resultados financieros de Citi, en coordinación con el equipo general de Finanzas. El objetivo general es gestionar equipos/departamentos profesionales y aplicar...