Wealth Credit Management (WCM) at Citi is a newly formed business line to provide integrated end to end credit underwriting, transaction and portfolio management in partnership with all the origination businesses of the Private Bank and Wealth Management of Citi. Data Reporting & Analytics (DRA) team is a critical team responsible for preparing various Management & control Reports, perform deep dive analysis on the data to arrive at key trends at portfolio level. The team will service as the primary contact for all internal and external audit queries, data tracing as well as play a critical role in representing LPTM team in various control forum.
We are looking to hire an experienced professional to perform Reporting & Analytics role within Loan Product and Transaction Management in WCM covering Americas.
Key Responsibilities:
Analyze and prepare key control reports and portfolio Monitoring reports for WCM managed Products
Prepare regular / time-sensitive on-demand deliverables by closely working with Product / Portfolio heads.
Identify and implement automation, data improvement, and consolidation opportunities to continually streamline and standardize key reports
Satisfy reporting requirements based on regional needs
Coordinate and work with Underwriters and team leads to ensure key portfolio metrics are not breached
Contribute to the creation of processes, standards, procedures, controls & training for the function
Implement various KRIs and KPIs to enhance data quality, and construct dashboards using BI reporting tools
Identify trends / gaps in large data sets and arrive at sustainable solutions to resolve the gaps
Collaborate with Underwriters, Team leads and other stakeholders and constructively work towards sustainable solutions
Work with Business Risk and Control team to provide business feedback for MCA results
Work with Infrastructure / Technology teams to ensure system enhancements are aligned with the needs of management reporting
Assist with relevant audits both internal and external
Coordinate regulatory related and other adhoc requests as needed
Knowledge, Experience and Skills:
Ability to work with Large Data Sets
Good understanding of Lending product
Understanding of data governance and management
Proven ability to collaborate with team members and senior management both within the lines of business and across multiple stakeholders
Highly developed analytical and decision-making capabilities including the ability to identify, escalate, and propose and execute solutions to complex problems
Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
Strong influencing skills and ability to work in an environment where priorities are frequently changing
Qualifications:
5+ years of experience in large financial institution is a must
Advance skill in Excel / VBA / Python /Access / Power Point & Word is a MUST
Advance skill in BI visualization tools (e.g. Tableau, Power BI) and BI reporting tools (e.g. Business Objects, COGNOS) is a MUST
Understanding of lending rules and regulation is a plus
Attention to detail
Excellent oral and written communication capability
Ability to take initiative and self-motivate
Developed analytical and problem-solving abilities
Ability to turn around deliverables quickly and under tight timing constraints and deadlines will be critical
Job Family Group: Private Client Product Services
Job Family: IF Lending Generalist
Time Type: Full time
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