At a Glance
- Tasks: Lead capital allocation strategies and optimise client-level investments for maximum returns.
- Company: Join a leading financial services firm with a commitment to innovation and inclusivity.
- Benefits: Enjoy competitive salary, generous holiday allowance, private medical insurance, and hybrid working options.
- Other info: Dynamic work environment with opportunities for professional growth and development.
- Why this job: Make a real impact in financial strategy while collaborating with top industry professionals.
- Qualifications: Strong analytical skills and experience in finance or related fields required.
The predicted salary is between 80000 - 100000 £ per year.
Services Capital Allocation and Management, Lead Analyst, plays a critical role in Services’ capital and balance sheet strategy by directing capital strategy at the client level in order to align balance sheet usage with client priority. The successful candidate will execute current client‑oriented capital programs and accountability framework within Trade and Working Capital Solutions and expand them to the Services‑wide level to deploy capital across highest returning clients and products.
Responsibilities
- Execute and maintain client-level capital‑investment for monthly and quarterly processes, collaborating closely with Trade & Working Capital Solutions Sales and Cluster managers.
- Analyze client pricing and remediate modelling assumptions of transaction returns to troubleshoot deal‑level drivers of client returns profile; identify inconsistencies in client financials/TCE, Services RWA, and other Services capital metrics (GSST/CECL); elevate systemic issues, create Data Concerns, identify root causes, and influence automated solutions.
- Maintain portfolio‑level metrics for capital‑investment programs and prepare monthly/quarterly updates.
- Expand client‑level applications of capital‑investment to the Services level, in conjunction with Banking and Markets partners, including Trade and Working Capital Solution’s successful Asset Optimization Program.
Qualifications
- Strong attention to detail and robust capital allocation methodology execution.
- Experience working with Risk, Treasury, Finance, Technology and Operations partners; exposure to RWA, TCE, capital, liquidity measures and modelling concepts (PD, LGD).
- Client‑mindset familiarity with banking solutions and products including cash management, trade, payments, securities services, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products.
- Understanding of portfolio management and how Services’ exposure to clients and counterparties combines into the global portfolio lifecycle.
- Proficient in manipulating data sources for business problem analysis.
- Innovative mindset, intellectual curiosity, and ability to partner with stakeholders to drive delivery.
- Significant relevant experience in the financial services industry and understanding of financial instruments and risk and corporate banking functions.
- Familiarity with regulatory capital rules; internal allocation methodologies and experience with RWA, TCE, and liquidity measures.
- Proven analytical skills for data analysis and quantitative strategies.
- Highly proficient in Excel, PowerPoint, Tableau; coding/advanced macros/SQL/Python a plus.
- Demonstrated history of delivering initiatives.
- Bachelor’s degree in finance, economics, engineering, computer science, mathematics or related fields; master’s degree preferred.
Benefits
- Competitive base salary, reviewed annually.
- Discretionary annual performance‑related bonus.
- Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure.
- Private medical insurance packages.
- Employee Assistance Program.
- Pension plan.
- Paid parental leave.
- Special discounts for employees, family and friends.
- Access to learning and development resources.
- Hybrid working model: up to two days working at home per week.
Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, 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 or apply, please review our Accessibility at Citi resources.
Vice President, Capital Allocation & Management, Lead Analyst - Services employer: Citi
Citi is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary, generous holiday allowance, and comprehensive benefits including private medical insurance and a robust pension plan. With a hybrid working model and access to extensive learning resources, employees are empowered to thrive in a collaborative and innovative work culture that values diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President, Capital Allocation & Management, Lead Analyst - Services
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Citi. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Vice President, Capital Allocation & Management, Lead Analyst - Services
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citi.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Citi's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Citi
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citi.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Citi will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Citi employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
