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- Tasks: Lead decision-making and design solutions for mortgage business financial analysis.
- Company: Join Citi, a global leader in finance with a diverse and inclusive culture.
- Benefits: Enjoy competitive salary, medical coverage, 401(k), paid time off, and wellness programs.
- Why this job: Make a significant impact on financial strategies while collaborating with senior stakeholders.
- Qualifications: Bachelor's degree in Finance or Accounting; 5-8 years of relevant experience required.
- Other info: This role requires on-site presence in NYC three times a week.
The predicted salary is between 72000 - 108000 £ per year.
NAM Mortgage Business Treasury /AVP C12 page is loaded
NAM Mortgage Business Treasury /AVP C12
Apply locations Charlotte North Carolina United States Ofallon Missouri United States time type Full time posted on Posted Today job requisition id 25881107
The Balance Sheet Mgmt Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Wealth Business Treasury is a global team that partners with Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, Liquidity management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. Overall the team has a geographical footprint in NY, London, Hong Kong and Malaysia.
NAM Mortgage Business Treasury role – C12 sits in the NY office and supports the US Mortgage franchise. The role requires an experienced professional who can lead decision making efforts, design solutions and partner with business / 2LoD / CTI /LFOs on topics related to prepayment modelling, delta hedging and limit / trigger reviews among others. This requires strong communication and senior stakeholder management skills. The C12 resource also needs to advocate Treasury perspective on IRR and liquidity management goals and importantly align them to the business strategy. The role also provides Treasury coverage on new activity reviews to ensure completeness of liquidity, FTP, IRR and capital impact of new initiatives brought to NAC for approval.
*This role will report on site to our NYC office three times per week, It cannot be done remotely or from another Citi office.
Responsibilities:
- Contributes to the liquidity, balance sheet and interest rate risk management of consolidated Citigroup, CBNA and non-bank entities.
- May focus on securities investment strategies or, separately, the measurement of business returns and capital allocation.
- Gains exposure to and learn about Citi’s balance sheet, liquidity management, interest rate risk and investment activities as well as business products.
- Contributes to enhancing processes to manage these exposures in a well governed environment and includes the following:
- Advises on procedures to enhance reporting and decision making in a given subject area and integrating with other team members to accomplish these plans
- Improves process efficiencies in assistance of businesses and broader Finance to effectuate increased transparency and more efficient financial resource allocation
- Performs other duties and functions as assigned.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- Bachelor\’s degree in Finance or Accounting or related field preferred,
- 5-8 years of experience in Finance
- Must have advanced analytical skills but also the ability to see the big picture
- Excellent communication skills are imperative i.e. ability to make complex subjects easily digestible for senior management
- Exercises proven Power Point and Excel skills
- Ability to prioritize in a fast-paced environment Ability to interact with all levels of management Must be a team player
Education:
- Bachelors degree, potentially Masters degree
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Job Family Group:
Finance
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Job Family:
Balance Sheet Management
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Time Type:
Full time
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Primary Location:
Charlotte North Carolina United States
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Primary Location Full Time Salary Range:
$90,080.00 – $135,120.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Business Acumen, Data Analysis, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment, Transfer Pricing.
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Other Relevant Skills
Assessment, Credible Challenge, Regulatory Compliance, Risk Management.
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Anticipated Posting Close Date:
Jul 16, 2025
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Citi is an equal opportunity employer, and 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.
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Mortgage Business Financial Analyst /AVP C12 employer: Citibank (Switzerland) AG
Contact Detail:
Citibank (Switzerland) AG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Business Financial Analyst /AVP C12
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Mortgage Business Financial Analyst role. Understanding liquidity management, interest rate risk, and balance sheet optimisation will help you speak confidently about how your skills align with the job during interviews.
✨Tip Number 2
Network with professionals in the finance and mortgage sectors, especially those who have experience in Treasury roles. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to demonstrate your analytical skills through practical examples. Be ready to discuss past experiences where you've successfully managed complex financial data or improved processes, as this will showcase your ability to handle the demands of the role.
✨Tip Number 4
Research Citi's recent initiatives in the mortgage sector and be prepared to discuss how you can contribute to their goals. Showing that you are informed about the company's direction will set you apart from other candidates.
We think you need these skills to ace Mortgage Business Financial Analyst /AVP C12
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly in balance sheet management and liquidity. Use specific examples that demonstrate your analytical skills and ability to communicate complex information clearly.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Mortgage Business Financial Analyst role. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with risk management and stakeholder engagement.
Highlight Key Skills: Emphasise your advanced analytical skills, proficiency in PowerPoint and Excel, and your ability to work in a fast-paced environment. Mention any relevant certifications or degrees that support your qualifications for this position.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Citibank (Switzerland) AG
✨Understand the Role Thoroughly
Before your interview, make sure you have a solid grasp of the responsibilities and expectations for the Mortgage Business Financial Analyst position. Familiarise yourself with key concepts like liquidity management, interest rate risk, and balance sheet optimisation, as these will likely come up during discussions.
✨Showcase Your Analytical Skills
Given the emphasis on advanced analytical skills in the job description, be prepared to discuss specific examples from your past experience where you've successfully analysed complex data or solved challenging problems. Use metrics to quantify your achievements whenever possible.
✨Prepare for Stakeholder Management Questions
Since strong communication and senior stakeholder management skills are crucial for this role, think of instances where you've effectively communicated complex information to various levels of management. Be ready to explain how you navigated any challenges in those situations.
✨Demonstrate Team Collaboration
This role requires a team player mentality, so prepare to discuss how you've collaborated with others in previous roles. Highlight any leadership experiences, even informal ones, and how you contributed to team success, especially in high-pressure environments.
