Credit Portfolio Officer – VP Job at Citigroup in New York City, NY

The Credit Portfolio Officer, a member of the Citi Private Bank (CPB) Risk Management team, is responsible for credit review, credit approval and pro-active portfolio management of the margin lending portfolio (Margin and Securities Backed Finance/MSBF).


  • Coordinate with business partners to review and structure margin lending transactions.
  • Perform risk assessment of securities for assigning appropriate loanable values and credit approval
  • Exercise Credit Officer signing authority to approve credit facilities.
  • Partner with Investment Finance and In-Business Risk to monitor margin lending portfolios in CBNA and CGMI / Pershing
  • Support on-going monitoring of the portfolio to ensure compliance with corresponding product program and standards
  • Collaborate with the Risk Reporting team to validate the accuracy of the various portfolio management reports
  • Support the integration effort related to MSBF between CPB, Consumer Bank and ICG. Help identify opportunities to create consistency, synergy and leverage best practices
  • Prepare risk management analysis and presentations to senior management, regulators, and internal and external auditors
  • Assist with regional efforts for Risk to address new regulatory requirements
  • Coordinate and assist with Internal Audit and FCR deliverables
  • Establish and leverage cross-functional partnerships and network with key internal and external constituencies


  • 6-10 years of experience in credit/market risk management, or equivalent training and experience
  • Knowledge of margin lending and capital markets products
  • Conversant with the risks in various security asset classes and derivatives
  • Knowledge in market risk and the associated statistical models
  • Knowledge of the interconnection between credit and market risk
  • Strong analytical and problem solving skills in portfolio review and industry/company analysis
  • Able to identify and document procedures and process flows, understand the end-to-end product risk management framework
  • Advanced user of Microsoft Excel (pivot tables, advanced look and conditional formulas). Skilled user of Access, PowerPoint, SharePoint, Bloomberg and Adobe Standard.
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Effectively communicate with multiple management levels, verbally and in writing


  • Bachelor’s degree/University degree or equivalent experience
  • Master’s degree preferred

Job Family Group: Risk Management

Job Family: Credit & Portfolio Risk Management

Time Type:

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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About the Company

Company: Citigroup

Company Location:  New York City, NY

Estimated Salary:

About Citigroup