Financial Planning

6 months ago

Mumbai, India Citi Full time

**Responsibilities**:

- Drive Quarterly Performance Review / Quarterly Impairment Review for Citi Institutional Strategic Investments (CISI) group: develop presentation materials highlighting key investment information/metrics to support leadership decision making
- Provide regular highlights of portfolios, partnering with Investing teams and key stakeholders to track investment performance, and memorialize key updates
- Assist in the evaluation of potential new investments, with a focus on financial and strategic fit.
- Manage relationships with third party vendors in support of CISI investing activities
- Acts as Subject Matter Expert on finance and innovation topics, to senior stakeholders and /or other team members
- Conduct management activities for a mid-size team such as training, evaluations, hiring, disciplinary actions, and termination of team members
- Conduct analysis of Citi’s/Citi’s competitors’ financial performance
- Generate flash results/highlights of analytics for Board of Directors’ reports and Executive Management reports
- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Develop and coordinate performance reporting/processes; reviews results against plans monthly
- Oversee the estimation of risk capital and incorporate results into management reports and decision processes
- Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Ability to manage teams.

**Qualifications**:

- 10+ years of relevant experience
- Previous supervisory experience
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Demonstrated analytical skills
- Demonstrated organizational and project management skills

**Education**:

- CA/CFA/MBA with 10+ years of work experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

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