Structured Equity Financing Trader – Vice President / Assistant Vice President

Overview:

We are seeking a highly motivated and detail-oriented Vice President to join our Structured Equity Financing team. The ideal candidate will possess extensive experience in Structured Equity Financing, with a focus on Margin Loans, NAV Financing, PELP Financing, Structured Prime, and Hedge Fund Financing. This role requires a strong understanding of the entire transaction lifecycle, from origination and risk assessment to post-execution monitoring and platform development.

Responsibilities:

• Oversee and manage a trading book focused on Structured Equity Financing products, including Margin Loans, NAV Financing, PELP Financing, Structured Prime, and Hedge Fund Financing.
• Leverage in-depth transactional knowledge to structure and execute complex financing solutions.
• Coordinate with Origination Sales, Business Risk, and other internal organizations to ensure seamless execution and alignment across the firm.
• Meticulously monitor covenant compliance and proactively manage the post-execution lifecycle of transactions.
• Continuously monitor relevant public and private risk metrics to effectively manage the portfolio risk across all transactions.
• Utilize strong statistical and programming skills (VBA, Python, Excel) to build risk management tools and conduct in-depth analytical applications.
• Spearhead platform and infrastructure development initiatives to enhance efficiency and risk management capabilities.
• Design and implement sophisticated pricing methodologies, utilizing expertise in financial engineering, statistics, and risk analysis.
• Collaborate with Quantitative (Quant) teams to develop next-generation risk management models and tools.
• Work closely with control functions, including Legal, Compliance, Market and Credit Risk, Audit, and Finance, to maintain appropriate governance and control infrastructure.
• Apply comprehensive cross-asset product knowledge to execute FX spots/options, rates futures, interest rate swaps, and other non-equity instruments to hedge non-equity risks.
• Ability to manage and facilitate several concurrent large, complex transaction workstreams at any single point in time
• Establish and maintain key internal and external relationships to facilitate trades and enhance desk performance.
• Champion a culture of responsible finance, good governance, rigorous supervision, expense discipline, and unwavering ethics.
• Ensure all required registrations/licenses are obtained and maintained within the appropriate timeframe.
• Adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
• Safeguard Citi's reputation, clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating/managing/reporting control issues with transparency.

Qualifications:

• Minimum 3+ years of experience in a related role within Structured Equity Financing.
• Extensive knowledge of Margin Loans, NAV Financing, PELP Financing, Structured Prime, and Hedge Fund Financing.
• Demonstrated ability to analyze and assist in structuring transaction mitigants and covenants.
• Proficiency in Bloomberg, booking systems, trading protocols, and credit agreement legal documentation.
• Proven track record of successful trading book management.
• Required licensing and registrations - SIE, Series 7, 63, 3 (or ability to achieve these).
• Exceptional analytical and numerical competency.
• Excellent written and verbal communication skills.
• Strong interpersonal skills to effectively develop and maintain relationships with internal and external stakeholders.

Education:

• Bachelor's degree/University degree or equivalent experience required.
• Master's degree preferred.

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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:

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