Portfolio Manager - Credit Financing Team - AVP

Location: New York

## Portfolio Manager - Credit Financing Team - AVPApplylocations:
New York New York United Statestime type:
Full time posted on:
Posted Yesterday job requisition :

** Role Overview:
** Join the in-business portfolio management team within the Credit Financing business. This role is designed for a professional with a strategic mindset towards data. You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects.
** Work Profile Specifics:
** The role will support the strategy, maintenance, execution, governance of data across the portfolio.

Key responsibilities include:

* ** Portfolio Data Strategy & Integrity:
** Act as the primary steward across data supporting the portfolio. Design and implement strategies for data modeling, storage, and hygiene across our suite of applications
* ** Data Maintenance and Quality:
** Spearhead the assimilation of complex financial data (e.g., Borrowing Bases) into internal systems. Develop, support and manage processes for seamless data ingestion, validation, and reporting
* ** Client & Stakeholder Data Engagement:
** Proactively interface with clients, originations, and underwriting teams to resolve data quality issues, ensuring the accuracy and integrity of information from its source
* ** Risk Management through Data:
** Leverage portfolio data to proactively assist in managing Credit Risk. Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insights
* ** Automate & Optimize Reporting:
** Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks. Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technology
* ** Strategic Technology Initiatives:
** Collaborate with cross-functional technology partners to design, develop, and execute strategic initiatives that enhance data infrastructure and support long-term business objectives
*
* Qualifications:

*** 5-8 years of experience in a related role
* Knowledge of Credit Financing and Securitizations is preferred but not required
* Proficiency in data scalability and integration, including ingestion, validation, and reporting workflows
* Aptitude in data management, with ability to track, action, and drive process as applicable
* Awareness of regulatory frameworks, including but not limited to;
Basel Capital Calculations and reporting requirements
* Familiarity with technology-driven process improvements, task automation, and control optimization
* Excellent analytical and problem-solving skills, with a track record of driving efficiency and accuracy
* Strong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements)
** Key

Competencies:

*** A passion for data integrity, governance, and strategy
* Analytical Rigor. Strong attention to detail is key
* Organized and focused on process optimization and automation
* Proven ability to work effectively in a team setting, manage stakeholders, and collaborate across functions
* Desire to deepen understanding of regulatory and compliance frameworks
* Foundational knowledge of Credit Risk and corresponding controls
* Familiarity with driving change via Technology at scale
* Proficiency in Excel is mandatory; knowledge of VBA, SQL, or other data analysis tools is a plus
*
* Education:

*** Bachelor’s degree/University degree or equivalent experience.

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** Job Family Group:
** Product Management and Development------------------------------------------------------##
** Job Family:
** Product Management------------------------------------------------------##
** Time Type:
** Full time------------------------------------------------------##
** Primary

Location:

** New York New York United States------------------------------------------------------##
** Primary Location Full Time Salary Range:**$98,960.00 - $In addition to salary, Citi’s offerings may also include, for eligible…