Counterparty Credit Risk (CCR) Funds Underwriting Team Lead - Senior VicePresident

Institutional Credit Management (ICM) is a critical component of Citi’s First Line of defense for wholesale and counterparty credit risk (CCR) management. Under the Client organization, ICM works within the Business to ensure best-in-class risk and controls, and client responsiveness. Key responsibilities of the group include credit analysis, documentation, risk identification, exposure monitoring and stress testing. ICM coordinates with credit management groups across Markets as well as Banking, Capital Markets and Advisory (BCMA) to ensure full alignment on business and regulatory goals, as well as consistency and best practices.

Within ICM Counterparty Credit Risk (CCR), ICM Funds Underwriting is a global team responsible for measuring, monitoring and controlling counterparty risk for Funds, covering Asset Management Companies, Investment Advisors as Agent, and Pension Funds. ICM CCR Funds Underwriting Analysis Team Leads are responsible for leading and coordinating group of analysts for credit analysis including credit approval memorandum and other day-to-day underwriting activities, ensuring quality and timely delivery, while being responsible for coaching and supervision of underwriting analysts.

This role has responsibility for the portfolio of Funds relationships and the role reports to the ICM CCR Funds Underwriting Head.

Key Responsibilities:

• Ensure best in class credit risk analysis of Funds portfolio upkeeping consistencies with industry leading practices and conforms to all internal credit procedures & policies, and all related regulatory requirements
• Support the ICM CCR Funds Underwriting Head on the continuous engagement with business and independent Risk stakeholders to address any concerns regarding execution of risk analysis and/or emerging risks, and ensuring the execution of these guidelines is reflected on all core deliverables of the team
• Partner with stakeholders in Markets, BCMA, and Independent Risk in the implementation of credit assessment and monitoring standards for Funds portfolios
• Enhance and standardize credit analysis processes, MIS and ensure consistency globally
• Elevate risk analysis standard, product knowledge, and productivity across Funds underwriting analysts
• Attract, develop and retain top quality staff in recruiting efforts to ensure a robust pipeline of talents
• Ensure on-going training and timely feedback to underwriting analysts to sustain a strong credit underwriting standard, culture and an unwavering commitment to excellence in analysis and execution
• Support ICM CCR Funds Underwriting Head on projects and initiatives
• Support Citi Voice of the Employee (VOE) initiatives
• Travel (less than 10%)

Knowledge/Experience:

• Demonstratable 7-10 years of financial services and credit underwriting experience in Banking, Credit Risk Management or equivalent experience
• Solid knowledge of Funds industry and wholesale credit processes and organizational awareness including ICM underwriting functions, covered portfolios/products, and processes
• Knowledge of Funds’ markets products and risk metrics
• Experience managing, recruitment and training of credit underwriting analysts
• Strong understanding of policies and procedures with the ability to execute change
• Credit Officer (CO) or demonstrating the skills aligned with that designation
• Experience in preparing presentations for seniors
• High awareness and adherence to the control environment including Quality Assurance and Quality Control

Skills/Competencies:

• Experience and familiarity with Real Money Funds, Asset Managers, Pension Funds – Industry products and relevant CCR risk measures
• Recognized as a skillful manager with a track record of building high performing team
• Ability to think from first principle and challenge assumptions
• Proven culture carrier
• Highly effective interpersonal skills, with the ability to build relationships and exert influence with and without direct authority
• Strong organizational skills with ability and willingness to work under pressure and manages time and priorities effectively with little to no supervision
• Sound written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority
• Intermediate Microsoft Office (Word, Excel, and PowerPoint) skills

Qualifications:

• BA/BSc in Finance or Accounting or higher degree in Business (MBA), or any other related subject

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Job Family Group:

Risk Management

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Job Family:

Credit Decisions

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$115,840.00 - $173,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 07, 2025

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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.

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