Leveraged Portfolio Group Analytics
Citigroup Inc.
13 - 16 years
Mumbai
Posted: 29/09/2023
Job Description
Portfolio Manager Role and Responsibilities:
- Accountability for ensuring best in class credit risk analysis of the Leveraged Finance Portfolio ensuring consistencies with industry leading practices and compliance with all internal policies, standards, procedures, and all related regulatory expectations. Provide critical support and leadership across LPG’s core functions:
(1) Regular monitoring of the portfolio through writing Annual and Quarterly reviews
(2) Portfolio management and early problem recognition
(3) Participation in new originations, primarily for existing relationships
(4) Coaching and training analysts and associates to develop their credit underwriting skills
(5) Ensuring strict adherence to Citi’s Policies/Standards/Procedures
- Supervise analysts and associates to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
- Review and analyze models used for valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to LPG Underwriters and Risk
- Ensure ongoing and timely feedback and coaching of junior team to sustain a strong credit culture and an unwavering commitment to excellence in analysis and execution
- Evaluate and gain strong understanding of clients' business, financial performances, and key credit drivers across various industries with the ability to raise issues and concerns as needed
- Remain current on all relevant Leveraged Lending market trends and issues
Skills/Competencies:
- Team player with strong work ethic who also works well with others
- Strong writing, analytical, communication, and presentation skills
- Experience in leading a team and in coaching and mentoring junior bankers
- Advanced knowledge of Microsoft Word, Excel, and PowerPoint
- Ability to break down large amounts of data into concise, easy to understand credit recommendations
- Thorough understanding of the credit and/or portfolio management process
- Strong awareness and adherence to the control environment including Quality Assurance and Quality Control
- Proven culture carrier
Qualifications:
- 13-16 years of credit or related leveraged finance experience
- MBA or CA or CFA
About Company
Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002. Citigroup owns Citicorp, the holding company for Citibank, as well as several international subsidiaries. Citigroup is incorporated in Delaware. Citigroup is the third largest banking institution in the United States; alongside JPMorgan Chase, Bank of America, and Wells Fargo, it is one of the Big Four banking institutions of the United States. It is considered a systemically important bank by the Financial Stability Board and is commonly cited as being too big to fail. It is one of the eight global investment banks in the Bulge Bracket.
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