Corporate Banker - Global Capital Management - Director
Citigroup Inc., New York, NY, United States
Sponsor Portfolio Coverage Group (SPCG) is a Client Coverage team within Capital Management in Corporate Banking, responsible for Sponsor-owned portfolio company coverage. The team partners with Global Asset Managers (GAM), Sector and Product Investment Banking teams and works closely with Underwriting and Risk.
The role is a Corporate Banking Coverage leadership position responsible for defining and implementing a strategy for our existing and growing portfolio on how to deliver Citi’s entire product offering. The role’s success is measured by connectivity at portfolio companies, wins for episodic revenues along with growth in flow revenues, balanced credit and risk application acting as 1st line of defense. Relevant experience and skills include Corporate finance, Risk and Capital Management, a strategic One Citi mindset. Enablers for success include development of client relationships, strong partnerships with product partners and junior team members whilst maintaining a high degree of focus on risk and controls on this critical portfolio. This role reports to the NAM and LATAM Head of Capital Management within Citi’s Corporate Bank.
Responsibilities
Primary day-to-day CB Coverage Banker responsibilities for the portfolio
Develop and execute client and product strategies relevant to the Sponsor Portfolio Clients including financing, derivatives, foreign exchange and cash management solutions
Own the first line of defense responsibility for assessing the credit risk of portfolio companies in order to define Citi’s risk appetite
Work with TTS and Markets to determine risk appetite as well as risk mitigation strategies for new origination
Prioritize resources and client tiering and develop an appropriate coverage plan
Manage overall client relationships and provide a wide range of treasury and corporate finance solutions across the ICG offering, and support advisory efforts by building and maintaining Trusted Advisor relationships with client seniors
Meet revenue goals, returns hurdles and other targets related to budget, risk management, and credit allocation in partnership with Banking, Product and Risk
Ensure client relationships and proposed solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the Firm’s reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, and applying sound ethical judgement regarding personal behavior, conduct and business practices
Escalate, manage and report control issues with transparency, supervise the activity of direct & matrix reports as well as the broader team, and create accountability for those who fail to maintain these standards
Collaborate with GAM to understand and manage Sponsor/General Partner requirements
Collaborate with Leveraged Finance for transaction origination and execution
Collaborate with Markets to deliver hedging, structured finance and distribution solutions
Collaborate with TTS to ensure optimal deployment of Citi’s global cash management and working capital solutions
Collaborate with Risk and Transaction Management to ensure seamless execution
Qualifications
12+ years of relevant experience
Business Senior Credit Officer preferred (or achievable in near term)
Experience in people management
Strong corporate finance skills
In-depth experience advising clients on debt and capital management, markets solutions and other strategic solutions across institutional products
Strong understanding of how to navigate Citi’s Network to deliver results on TTS and Markets requirements
Demonstrated ability to balance time between internal management and client coverage
Demonstrated understanding of compliance issues and regulatory requirements
Proven leadership skills and intellectual capability to create momentum and a collective agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the Leveraged Credit and Sponsor relationship complexities
Proven analytical and problem‑solving skills with a pragmatic approach to ensure limited resources are directed appropriately
Consistently demonstrate clear and concise written and verbal communication
Series 79 and 63 required
Education
Bachelor’s degree/University degree or equivalent experience
Benefits
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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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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The role is a Corporate Banking Coverage leadership position responsible for defining and implementing a strategy for our existing and growing portfolio on how to deliver Citi’s entire product offering. The role’s success is measured by connectivity at portfolio companies, wins for episodic revenues along with growth in flow revenues, balanced credit and risk application acting as 1st line of defense. Relevant experience and skills include Corporate finance, Risk and Capital Management, a strategic One Citi mindset. Enablers for success include development of client relationships, strong partnerships with product partners and junior team members whilst maintaining a high degree of focus on risk and controls on this critical portfolio. This role reports to the NAM and LATAM Head of Capital Management within Citi’s Corporate Bank.
Responsibilities
Primary day-to-day CB Coverage Banker responsibilities for the portfolio
Develop and execute client and product strategies relevant to the Sponsor Portfolio Clients including financing, derivatives, foreign exchange and cash management solutions
Own the first line of defense responsibility for assessing the credit risk of portfolio companies in order to define Citi’s risk appetite
Work with TTS and Markets to determine risk appetite as well as risk mitigation strategies for new origination
Prioritize resources and client tiering and develop an appropriate coverage plan
Manage overall client relationships and provide a wide range of treasury and corporate finance solutions across the ICG offering, and support advisory efforts by building and maintaining Trusted Advisor relationships with client seniors
Meet revenue goals, returns hurdles and other targets related to budget, risk management, and credit allocation in partnership with Banking, Product and Risk
Ensure client relationships and proposed solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the Firm’s reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, and applying sound ethical judgement regarding personal behavior, conduct and business practices
Escalate, manage and report control issues with transparency, supervise the activity of direct & matrix reports as well as the broader team, and create accountability for those who fail to maintain these standards
Collaborate with GAM to understand and manage Sponsor/General Partner requirements
Collaborate with Leveraged Finance for transaction origination and execution
Collaborate with Markets to deliver hedging, structured finance and distribution solutions
Collaborate with TTS to ensure optimal deployment of Citi’s global cash management and working capital solutions
Collaborate with Risk and Transaction Management to ensure seamless execution
Qualifications
12+ years of relevant experience
Business Senior Credit Officer preferred (or achievable in near term)
Experience in people management
Strong corporate finance skills
In-depth experience advising clients on debt and capital management, markets solutions and other strategic solutions across institutional products
Strong understanding of how to navigate Citi’s Network to deliver results on TTS and Markets requirements
Demonstrated ability to balance time between internal management and client coverage
Demonstrated understanding of compliance issues and regulatory requirements
Proven leadership skills and intellectual capability to create momentum and a collective agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the Leveraged Credit and Sponsor relationship complexities
Proven analytical and problem‑solving skills with a pragmatic approach to ensure limited resources are directed appropriately
Consistently demonstrate clear and concise written and verbal communication
Series 79 and 63 required
Education
Bachelor’s degree/University degree or equivalent experience
Benefits
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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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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