Portfolio Manager - Credit Financing Team - AVP

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.

• 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

• 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)

• 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

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

Product Management and Development

Product Management

Full time

New York New York United States

$98,960.00 - $

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),…