Balance Sheet Mgmt Analyst 2

hace 3 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Balance Sheet Management Analyst Level 2 is a role for professionals in development. Utilizes specialized knowledge to monitor, assess, analyze, and evaluate processes and data. Identifies policy gaps and creates policies. Interprets data, provides recommendations, and conducts research. Recognizes inconsistencies in data, defines business issues, and proposes recommendations on policies, procedures, or practices. Integrates established knowledge within a specialty area with a basic understanding of industry practices. Good comprehension of how the team collaborates with others to achieve objectives. Develops a working knowledge of industry practices and standards. Limited direct impact on the business, focusing on the quality of tasks/services provided. Impact is confined to the individual's team.

Responsibilities:

  • Contributes to the annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, and quarterly outlooks in collaboration with business FP&A, and LFO teams
  • Aids in generating deposit reports, meets with the finance team to summarize financial trends clearly, and offers insights to senior management
  • Actively monitors deposit pricing trends (beta)
  • Manages the implementation of procedures and development of analyses
  • Prepares analytics to support LFO and EMT Reviews
  • Understands how the team collaborates with others to achieve overall objectives of the area
  • Has knowledge of industry practices and standards for deposits
  • Delivers routine and defined outputs
  • Escalates problems or issues related to transactions, processes, reports, or procedures as necessary
  • Assesses risks appropriately during business decisions, emphasizing the firm's reputation and safeguarding Citigroup, clients, and assets by ensuring compliance with laws, rules, and regulations, adhering to policy, exercising ethical judgment, and addressing control issues transparently

Qualifications:

  • Self-motivated and focused individual capable of contributing to projects
  • Ability to complete tasks within established deadlines
  • Effective and clear communication skills
  • Demonstrated expertise in data management and analysis
  • Intermediate Excel proficiency
  • 2 years of relevant experience
  • Advanced proficiency in English
  • Bachelor's degree in a related field

Job Family Group:

Finance

Job Family:

Balance Sheet Management

Time Type:

Full-time



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