The Capital Planning team within Citi Treasury is responsible for all aspects of capital analysis, forecasting, and planning for Citi, including the firm’s capital ratios; Risk Weighted Assets (RWA); Comprehensive Capital Analysis and Review (CCAR); and Recovery & Resolution Planning (RRP). The organization spans the full capital planning continuum, with the Head of Capital Planning reporting to the Citi Treasurer.
Within Capital Planning is the Firmwide Stress Testing Economic Analysis (STEA) function, responsible for high priority, enterprise-wide deliverables in the areas of capital planning, regulatory stress testing (particularly CCAR/DFAST), and other Board and Risk Governance matters.
As a member of the Capital planning team, the VP for Stress Testing Economic analysis will support the team's analytical capabilities, conducting analysis that will allow for a deeper understanding of the drivers of the firm's financial forecasts. The analysis will cross all businesses, functions, and product areas, and will require significant interaction with senior management. Additionally, this role will role also support the STEA function on a range of high-profile, high-impact communications to senior governance committees; the Citi/CBNA Boards and sub-committees of those Boards; internal auditors; and regulators who are stakeholders in the Capital Planning processes.
Aggregate financial forecasts on a quarterly basis; prepare results for senior management
Conduct deep-dive analysis related to specific forecast components (P&L and balance sheet) to enhance understanding of drivers and inform decision-making
Develop a strong understanding of forecasting methodologies across businesses, products, and risks to drive analytical insights, highlight trends, and anticipate outcomes
Present analytical insights to senior stakeholders across the firm
Assist in the creation of relevant, synthesized, and Senior-level materials (e.g., for the Capital Committee and the Board of Directors, Internal Audit, and regulators) to transparently communicate Assumptions, Limitations, and Weaknesses including associated compensating controls in the forecasts
Assist in ad-hoc analysis, including competitor/peer analysis
Develop reports and tools as needed to enhance analytical capabilities
Assist with non-quantitative strategic projects by conducting independent research and collaborating with internal stakeholders
Assist with regulatory exams, responses to regulatory feedback, execution of corrective actions, and internal audit exams/reviews
Build effective controls and automation across the reporting process to ensure accuracy and timeliness of information being presented to senior management
Support a strong control environment across the STEA team
Prepare and maintain process documents for areas of responsibility
Professional skills and Qualifications
Strong analytical and quantitative skills— ability to quickly assimilate and analyze
Exceptional oral communication and writing skills, with ability to synthesize complex concepts/analyses, and translate into "user-friendly" language
Ability to interact with differing levels of seniority, and to collaborate across the organization
Enjoy variability in assignments, across a range of quantitative and non-quantitative projects
Strong work ethic and attention to detail
Self-motivated with proven ability to lead projects and make decisions with minimal guidance
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Deep, focused control mindset and eagerness to drive efficiencies and improve processes
5-8+ years of relevant experience within the financial services industry or management consulting; familiarity with market indicators and bank analysis preferred
Experience managing large datasets and extrapolating insights.
Advanced proficiency in PowerPoint presentations and reporting writing skills is essential.
Advanced proficiency in Excel is essential.
Understanding of the CCAR/DFAST regulatory environment preferred
Job Family Group:
Fin Solutions Dsgn & Implement
Tampa Florida United States
Primary Location Salary Range:
$113,840.00 - $170,760.00
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