Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Finance Team.
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

SOUNDS LIKE CITI HAS EVERYTHING YOU NEED? THEN APPLY TO DISCOVER THE TRUE EXTENT OF YOUR CAPABILITIES.

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MOST RELEVANT SKILLS

Business Acumen, Data Analysis, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment, Transfer Pricing.
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OTHER RELEVANT SKILLS

For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster

The Balance Sheet Management team sits at the core of the institution’s treasury function, focusing on optimising the use of the bank’s financial resources while ensuring compliance with regulatory requirements. Collaborating across Risk, FP&A, and business units, the team drives the strategic allocation of capital, liquidity, and risk, ensuring long-term financial sustainability and profitability.

• Balance Sheet Optimisation: Develop and execute advanced financial models to optimise asset and liability management across legal entities, businesses, and products.
• Strategic Decision Support: Identify and implement effective strategies for managing the balance sheet under varying market and regulatory conditions.
• Data Integration: Ensure accurate and consistent data integration from internal sources to enhance model efficiency and scalability.
• Stakeholder Collaboration: Partner with Risk, FP&A, and business units to align balance sheet strategies with organisational objectives.
• Regulatory Compliance: Ensure all decisions and actions align with applicable laws, regulations, and risk frameworks.
• Model Development: Stay abreast of emerging financial modelling and optimisation techniques to continually enhance decision-making processes.
• Communication: Present complex modelling concepts and actionable insights to senior stakeholders, bridging technical and non-technical perspectives.
• Risk Management: Proactively manage and report control issues while maintaining transparency and safeguarding the firm’s reputatio

TEAM/ROLE OVERVIEW

The Balance Sheet Management Lead Analyst will play a critical role in driving sophisticated balance sheet optimisation initiatives for a large banking institution. The successful candidate will contribute cutting-edge financial modelling and strategic insights while gaining unparalleled exposure to high-level decision-making and complex treasury management. In return, they will help shape the financial landscape of the institution, leveraging innovation to drive impactful change.

WHAT YOU’LL DO

The Balance Sheet Management team sits at the core of the institution’s treasury function, focusing on optimising the use of the bank’s financial resources while ensuring compliance with regulatory requirements. Collaborating across Risk, FP&A, and business units, the team drives the strategic allocation of capital, liquidity, and risk, ensuring long-term financial sustainability and profitability.

• Balance Sheet Optimisation: Develop and execute advanced financial models to optimise asset and liability management across legal entities, businesses, and products.
• Strategic Decision Support: Identify and implement effective strategies for managing the balance sheet under varying market and regulatory conditions.
• Data Integration: Ensure accurate and consistent data integration from internal sources to enhance model efficiency and scalability.
• Stakeholder Collaboration: Partner with Risk, FP&A, and business units to align balance sheet strategies with organisational objectives.
• Regulatory Compliance: Ensure all decisions and actions align with applicable laws, regulations, and risk frameworks.
• Model Development: Stay abreast of emerging financial modelling and optimisation techniques to continually enhance decision-making processes.
• Communication: Present complex modelling concepts and actionable insights to senior stakeholders, bridging technical and non-technical perspectives.
• Risk Management: Proactively manage and report control issues while maintaining transparency and safeguarding the firm’s reputation

This role offers substantial opportunities for professional growth and development, including:

• Gaining deep expertise in balance sheet optimisation, treasury functions, and financial resource management.
• Acquiring advanced knowledge of financial modelling, optimisation techniques, and regulatory compliance.
• Exposure to senior stakeholders and cross-functional teams, enhancing communication and strategic influence skills.
• Building technical acumen in programming and optimisation, with hands-on experience in Python and large-scale modelling.
• Developing a comprehensive understanding of market dynamics, risk frameworks, and decision-making processes within a global financial institution