2 Funds Flows Jobs

Whether you are at the start of your career or looking to discover your next adventure, your story begins at Citi. At Citi, you will have the opportunity to expand your skills and make a difference at one of the world's most global banks. Citi is fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You will also have the chance to give back and make a positive impact where we live and work through volunteerism. Transaction Management (TM) is responsible for supporting multiple aspects of the wholesale lending lifecycle including, but not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable and responsible for operational oversight of the closing and servicing of all lending transactions across the business division being supported, and to ensure all internal and external requirements are met. We are seeking an experienced and results-driven operational business intelligence and analytics manager to lead the development, implementation, and optimization of data-driven solutions that support operational efficiency and strategic decision-making. In this role, you will work closely with cross-functional teams to provide actionable insights through business intelligence and design that will drive initiatives to optimize business operations. As the operational business intelligence and analytics manager, you are expected to: - Lead the development and delivery of comprehensive business intelligence and analytics focused on operational and business performance, including qualifying and quantifying key business problems and opportunities. - Design and manage dashboards and data visualization that monitor key operational risks. - Analyze complex datasets and generate actionable insights to support senior decision-making in areas like productivity, cost efficiency, and process optimization. - Partner with business and operational teams to identify and prioritize areas for improvement using data-driven insight. - Oversee the setup, maintenance, and optimization of business intelligence platforms ensuring data integrity and accessibility for relevant stakeholders. - Work closely with reporting and wider analytics teams to identify, source, and refine data sets needed to perform critical business intelligence analytics and presentations. - Evaluate and implement new tools and technologies to improve data collection, analysis, and reporting capabilities. - Work closely with senior leadership and other functional teams to translate business requirements into business intelligence solutions. - Act as a key point of contact for operational analytics needs, ensuring alignment with business objectives. - Rapidly develop an in-depth understanding of the operating model across the teams to drive targeted control/data recommendations. - Validate, verify, and quantify the effectiveness of the solutions delivered and the resolution of root causes, through improvement in performance/risk metrics. - Conduct regular meetings with stakeholders to discuss performance and analyze trends. - Directly or indirectly manage a group of business intelligence professionals including providing training on the usage of data, analytics, and root cause analysis. To be a successful candidate for this role, you ideally have the following skills and exposure: - 12+ years of experience in BI, data analytics, and operational analysis preferably in the banking space. - Proven experience managing cross-functional projects and collaborating with business stakeholders. - Ability to focus on immediate and multiple deliveries while maintaining a view of the wider strategic state to ensure overall alignment to organizational strategies. - Strong understanding of operations management and key performance indicators (KPIs) related to business performance. - Working knowledge of mathematics including statistics, time series analysis, and numerical algorithms. - Advanced proficiency with data analytics and visualization tools (e.g., Tableau, Power BI, Excel, and PowerPoint). - Strong experience with databases and data tools (e.g., SQL, Python). - Proven ability to manage multiple priorities and adapt in a fast-paced, dynamic environment. - Strong communication and presentation skills, with the ability to convey complex analytical insights to non-technical stakeholders. - Strong leadership and team management skills. - Organizational skills with the ability to manage and lead multiple priorities and programs with varying priorities in parallel. - Sense of accountability and ownership to drive solutions for business delivery. - Excellent written and verbal communication, organizational, and interpersonal skills. - Ability to challenge assumptions and influence stakeholders in a productive and constructive manner to drive and deliver improvements and efficiencies. - Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up. - Ability to understand the detail and how the components fit into the larger picture. - Ability to work in granular detail but maintain a strategic view. - Developed analytical and problem-solving abilities. - Established knowledge of wholesale lending products including, but not limited to, syndicated loans and letters of credit. - Proficient understanding of lending documentation and processes, including legal and credit documents, funding mechanics, deal structure, and funds flows. Education: - Bachelor's/University degree or equivalent experience. Take the next step in your career and apply for this role at Citi today.,

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Transaction Management is responsible for supporting multiple aspects of the lending lifecycle including loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. In this role, you're expected to: - Perform a leadership role relevant to the build and development of the team supporting loan origination and lifecycle management covering various types of loans. - Create processes, standards, procedures, controls, training, and implementation of transaction management. - Design and implement technology including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Partner with business lines, credit risk, operations, legal, etc to ensure strategic vision is enabled. - Ensure data quality, controls, and processes meet internal policies and regulatory requirements/expectations. - Define and implement operational metrics and risk and control reviews to ensure transparency. - Improve processes, controls, and efficiencies within the group and across the loan lifecycle. - Lead projects to enhance performance and efficiency. - Act as an escalation point for loan remediation and system testing/migrations. - Manage a deal closing pipeline, coordinate and close loan transactions/lifecycle events, and perform quality control. - Assess risks when making business decisions to safeguard Citigroup, its clients, and assets. As a successful candidate, you ideally have: - 10-12 years of experience - Excellent communication, organizational, and interpersonal skills. - Ability to work well under tight deadlines, manage priorities, and complete tasks independently. - Proficiency in Excel and other Microsoft programs, Tableau or visualization tool familiarity. - Experience with Loan IQ, transaction capture tools, etc. - Keen attention to detail and analytical problem-solving abilities. - Client relationship and solution skills. - Experience in management/team lead capacity within a large global team supporting wholesale lending. - Strong knowledge of wholesale loan products and business, legal loan documentation, deal structure, funds flows, etc. - Ability to collaborate with team members, senior management, and other business constituents. - Decision-making capabilities, multi-tasking skills, and understanding of corporate and regulatory policies in lending. - Focus on achieving key operating standards within a metrics-driven culture. Education: - Bachelor's/University degree or equivalent experience (MBA, CFA & CA preferred) Take the next step in your career, apply for this role at Citi today. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.,