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The Invest Prod Risk Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Serves as a key risk management an analyst for Investment Products Risk within Global Risk Management responsible for managing the risks associated with the manufacture, sale, and distribution of investment products and services to individual investors.
Assists in organizing and analyzing intelligence on the positioning and activity within the aggregated portfolio of Citi clients across businesses in order to identify potential investment product risk issues.
Contributes to the evaluation of investment products and services, understanding the investment thesis of a product and the key drivers and risks that may affect its performance, in order to arrive at a conclusion regarding its overall riskiness that will be used to facilitate judgments regarding product suitability across Citi businesses.
Undertakes ad-hoc research projects into specific types of investment products in order to shapeevaluation of the risks associated with individual products and, if necessary, define incremental requirements that businesses must follow in offering such products.
Facilitates Business Evaluation meetings - regular meetings with local managers to review aggregated portfolio and client activity data, and identify business risk issues.
Assists in maintaining the proprietary technological infrastructure that is used to transmit risk evaluation of investment products to businesses and track client investment activity at an aggregated level.
Assists with preparing materials for periodic presentations to Citi senior management, regulators, and other constituents, requiring the translation of complex concepts into 'user friendly' language.
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.
2-5 years relevant experience
CFA or other finance-related higher education
Excellent analytical skills and attention to detail??? Ability to build and maintain organizational skills??? Ability to develop relationships cross-functionally??? Demonstrated writing ability to clearly and succinctly convey his/her analysis and views to an audience of senior managers??? Ability to work effectively in a team setting; demonstrated ability to manage and influence divergent views across a complex organization in the absence of direct authority??? Ability to drive tasks through to completion, with periodic guidance??? Ability to see the "big picture" without losing attention to detail??? Advanced proficiency in Microsoft Excel and PowerPoint
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Risk Management Job Family: Investment Product Risk Mgmt Time Type:
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