Portfolio Financing and Optimization Trader, Prime Services, Vice President
Citigroup Inc., New York, NY, United States
The Portfolio Financing and Optimization Trader is an Vice President position responsible for assisting with a financing book, in coordination with other trading teams within Prime Services. The overall objective of this role is to contribute to the management of a financing book, grow balances and improve revenues and profitability.
Responsibilities
Optimization of NAM Prime Services platform
Pricing financing and clearing terms for Prime Services clients
Contribute to administration and development of the Equity PB P&L
Holistic view across Stock Loan, Financial Resource Management, Cash and Synthetic Prime Brokerage, Futures and Derivatives Clearing
Run profitability analysis and hold return reviews with clients
Drive P&L optimization – Pricing, margin, capital optimization, business mix, etc.
Data analysis, tool implementation
Construct consistent approach to client profitability regionally/globally
Working closely with peers in other regions
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-10 years experience in the Prime Brokerage and Listed Derivatives businesses
Required licensing and registrations as applicable
Exceptional analytical and numerical competency
Strong Python programming skills
Consistently able to demonstrate clear and concise written and verbal communication
Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
Ability to analyze and pitch situations and determine suitable counterparties
Knowledge of Bloomberg, booking systems, P&L systems.
Education
Bachelor's degree in Finance, Economics, Business, Mathematics or a related field.
Job Family Group:
Institutional Trading
Job Family:
Trading
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$175,000.00 - $250,000.00 In addition to salary, 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), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date Mar 30, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Optimization of NAM Prime Services platform
Pricing financing and clearing terms for Prime Services clients
Contribute to administration and development of the Equity PB P&L
Holistic view across Stock Loan, Financial Resource Management, Cash and Synthetic Prime Brokerage, Futures and Derivatives Clearing
Run profitability analysis and hold return reviews with clients
Drive P&L optimization – Pricing, margin, capital optimization, business mix, etc.
Data analysis, tool implementation
Construct consistent approach to client profitability regionally/globally
Working closely with peers in other regions
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-10 years experience in the Prime Brokerage and Listed Derivatives businesses
Required licensing and registrations as applicable
Exceptional analytical and numerical competency
Strong Python programming skills
Consistently able to demonstrate clear and concise written and verbal communication
Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
Ability to analyze and pitch situations and determine suitable counterparties
Knowledge of Bloomberg, booking systems, P&L systems.
Education
Bachelor's degree in Finance, Economics, Business, Mathematics or a related field.
Job Family Group:
Institutional Trading
Job Family:
Trading
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$175,000.00 - $250,000.00 In addition to salary, 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), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date Mar 30, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr