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Financial Planning & Analysis- C09

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Citi

15d ago

  • Internship
    Full-time
    Off-cycle Internship
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You need a Bachelor’s in Finance or similar, 2-5 years of experience, and advanced skills in research, analysis, and valuation of capital market instruments like loans and derivatives.
  • You will manage liquidity and risk, analyze balance sheet data, support investment activity, monitor market trends, and ensure compliance with regulations while contributing to strategic decisions.

Requirements

  • - Bachelor’s degree in Finance, Statistics, Actuarial Science, Mathematics, 2-5 years of experience
  • - Advanced research, analysis and valuation skills, especially related to capital market instruments, including investment, loan, debt and derivative products

Responsibilities

  • Contributes to the governance of funding, investing and analytics of the balance sheet. This includes
  • Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
  • Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
  • Manages implementation of procedures and development of analyses and reports.
  • Integrates established disciplinary knowledge within own specialty area with basic knowledge of related industry practices.
  • Demonstrates thorough knowledge of how the team interacts with others in accomplishing the goals of the area.
  • Has working knowledge of industry practices and standards
  • Delivers routine and defined outputs.
  • Escalates problems or issues relating to transactions, processes, reports or, procedures as appropriate.
  • Compile data to aid the modeling of forecasted balances by month of all loan, investment, and debt accounts, other assets and liabilities, and various income and expense components including funding differential and fee income
  • Assist in pre- and post-trade analysis and documentation of investment activity
  • Provide tracking and other support to Balance Sheet Managers to help ensure compliance with regulatory agencies
  • Monitor and identify trends in the financial markets using both quantitative and qualitative approaches
  • Contribute to strategic decisions based on observations from market monitoring
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

FAQs

What is the job title for this position?

The job title is Financial Planning & Analysis - C09.

What are the primary responsibilities of the Balance Sheet Mgmt Analyst I?

The primary responsibilities include contributing to governance of funding and analytics of the balance sheet, managing liquidity and interest rate risk, participating in capital markets activities, compiling data for forecasting balances, assisting in investment analysis, and monitoring financial market trends.

What qualifications are required for this role?

A Bachelor’s degree in Finance, Statistics, Actuarial Science, Mathematics, along with 2-5 years of experience is required.

Is prior experience in financial analysis necessary for this position?

Yes, advanced research, analysis, and valuation skills related to capital market instruments are necessary for this role.

What kind of work environment can I expect?

The work environment is collaborative, with a focus on interacting with team members and other departments to achieve business objectives.

What is the time commitment for this job?

This position is a full-time role.

Does the company offer equal employment opportunities?

Yes, Citi is an equal opportunity and affirmative action employer, providing consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Are there opportunities for career advancement in this position?

Yes, there are opportunities for career advancement within Citi as you gain experience and contribute to the team.

Will I be responsible for ensuring compliance with regulations?

Yes, part of your responsibilities will include providing support to ensure compliance with regulatory agencies.

Is there a specific focus on risk assessment in this role?

Yes, assessing risk while making business decisions is an important aspect of the job, including consideration for the firm's reputation and compliance with applicable laws and regulations.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

    We empower our employees to manage their financial well-being and help them plan for the future.

  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.