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About the Role
This intermediate-level professional role focuses on leading investment strategy planning for major market clients, coordinating with the Institutional Banking team. The primary goal is to drive revenue by cross-selling Citi's platform, efficiently deploying capital, and managing risk.
Responsibilities
- Partner with Senior Bankers to provide overall relationship management support.
- Assist with day-to-day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase, and interest rate/equity derivatives.
- Support Bankers in cross-selling the full spectrum of products and services by identifying customer needs to generate revenue.
- Evaluate public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses.
- Stay abreast of market and industry trends, best practices, and the competitive landscape.
Requirements
- 4-8 years of experience.
- Strong credit skills, credit background, and knowledge of Citi’s credit policies.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Series 79 and 63 within 150 days of joining.
Skills
- Credit skills
- Credit background
- Knowledge of Citi’s credit policies
- Written communication skills
- Verbal communication skills
Location
- San Francisco California United States
Work Type
- Full time
Experience Level
- Intermediate level
- 4-8 years
Education Level
- Bachelor’s/University degree or equivalent experience
- MBA or Master's Degree in Business preferred
Salary/Compensations
- $165,000.00 - $185,000.00
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
About the Company
- Citi is an equal opportunity employer.
Equal Opportunity
- Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
- 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.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.