Investment Finance Specialist

Citibank - More jobs by this advertiser
Investment Finance Specialist-19032177

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.


Citi’s Mission and Value Proposition  explains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.


Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.


Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.  In the past, Citi has provided most of its internal reporting on a business by business basis.  With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.  This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position


The Investment Finance (IF) Specialist will be an integral member of a team of credit specialists focused on the underwriting of loans for Mega Wealth and Ultra High Net Worth Latin American clients, their private investment companies or operating companies.  The IF Specialist assumes responsibility for the management of a credit portfolio of relationships in the Private Bank.  The functions entail the credit underwriting, credit approval, credit monitoring and for the transaction to comply with appropriate documentation standards in the renewal.  The IF Specialist may have a product specialization, thus assuming an active role in representing IF Latam in the Global Products forum


- Bachelor’s degree, with MBA or other post-graduate degree desirable.

- Minimum 8-10 years of credit and lending experience with a large financial institution: private bank lending highly preferred.

- Excellent analytical skils, and good understanding of markets and financial instruments.

- Familiar with guidelines and regulations governing the extension of credit.

- Strong organizational skills and the ability to manage time effectively in a fast paced environment.

- Good communication skills, with an ability to negotiate effectively with bankers, clients, internal peers, inside/outside counsel, etc.

- Mastery of MS Office Suite, including Word, Excel, Power Point, etc.

- Full knowledge of English required.

- Fluency and proficiency in Spanish and/or Portuguese required
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

16 September 2019
Location: United States Flevoland Miami
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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