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Summit Execution Sr Project Analyst - C12/AVP

Job Req ID 25869371 Location(s) Charlotte, North Carolina Job Type Hybrid Job Category Finance
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Overview:

The Citi Treasury Investments group (CTI) manages a portfolio consisting of Issued Debt, Intercompany Borrowings & Placements, AFS/HTM Securities, and Derivatives. CTI is responsible for managing central liquidity and investment portfolio, executing multiple hedge programs, providing US dollar financing to other trading desk, and management of the USD interest rate risk in banking book.  The goal is to achieve Citi’s desired net interest position, by issuance of benchmark debt and structured notes, credit card securitizations and perform liability management for all capital securities issued through Citigroup and CBNA.

CTI Summit Execution team works closely with stakeholders in CTI to define, drive, and execute end-to-end process design and implementation efforts across Treasury activities, which span global Treasury groups, Finance and Risk functions, Technology teams, and numerous businesses who work in partnership with Treasury.  The team works to identify priorities, coordinate efforts, track progress, and define and implement best practices.  

The role sits in the CTI Summit Execution team and requires a project manager professional who can support the design, development, execution, and implementation of technology solutions in support of the CTI business.  The role requires a project manager with strong communication skills, the ability to work across cross-functional teams, distill complex information into concise, clear summaries to gain consensus and direction from project teams.  The role covers all aspects of project management life cycle from project initiation, requirements definition, testing, and implementation.

Key Responsibilities:

  • Support multiple projects focused on varying initiatives per the prioritized book of work for CTI by documenting business requirements, testing, stakeholder management, and overall implementation
  • Lead and follow up on key discussion points and action items upon meeting closure with stakeholders across CTI trading desks, product control, risk, operations & technology
  • Partnering with accountable participants to ensure prompt follow-ups are completed
  • Tracking general progress and escalating all risks and issues on a daily basis
  • Detailed data analysis/issue resolution

Qualifications Include:

  • Minimum Bachelor’s Degree required.  Graduate level degree a plus, PMP Certification a plus
  • 4+ years of experience within financial services or consulting
  • Treasury product knowledge (FX, Swaps, Bonds etc.) a plus
  • Abstract critical thinking and problem-solving skills
  • Ability to work independently and in a cross-functional team
  • Technical skills:  MS Excel, MS PowerPoint, MS Project, JIRA, Summit software a plus

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Job Family Group:

Finance

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Job Family:

Funding & Investments Management

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Time Type:

Full time

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Primary Location:

615 S COLLEGE STREET

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Primary Location Full Time Salary Range:

$81,600.00 - $135,120.00


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.

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Anticipated Posting Close Date:

May 29, 2025

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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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