Portfolio Manager - Credit Financing Team - AVP
$98.96k - $148.44kCiti Group
Job ID: 94846509344Posted: 2026-07-13Location: New York, New York, United StatesSalary: $98,960.00 - $148,440.00Category: Product Management and DevelopmentCompany: CitiRole Overview:Join the in-business portfolio management team within the Credit Financing business. This role is designed for a professional with a strategic mindset towards data. You will be a central stakeholder in the portfolio's data lifecycle, responsible for supporting data integrity, data strategy, and execution of data-centric projects.Work Profile Specifics:The role will support the strategy, maintenance, execution, governance of data across the portfolio. Key responsibilities include:Portfolio Data Strategy & Integrity: Act as the primary steward across data supporting the portfolio. Design and implement strategies for data modeling, storage, and hygiene across our suite of applicationsData Maintenance and Quality: Spearhead the assimilation of complex financial data (e.g., Borrowing Bases) into internal systems. Develop, support and manage processes for seamless data ingestion, validation, and reportingClient & Stakeholder Data Engagement: Proactively interface with clients, originations, and underwriting teams to resolve data quality issues, ensuring the accuracy and integrity of information from its sourceRisk Management through Data: Leverage portfolio data to proactively assist in managing Credit Risk. Support broader portfolio management team in monitoring key credit quality indicators and initiate remediation actions based on data-driven insightsAutomate & Optimize Reporting: Support automation of portfolio management reporting, including borrowing base monitoring, valuation, and covenant checks. Identify and implement opportunities to enhance control frameworks and improve operational efficiency through technologyStrategic Technology Initiatives: Collaborate with cross-functional technology partners to design, develop, and execute strategic initiatives that enhance data infrastructure and support long-term business objectivesQualifications:5-8 years of experience in a related roleKnowledge of Credit Financing and Securitizations is preferred but not requiredProficiency in data scalability and integration, including ingestion, validation, and reporting workflowsAptitude in data management, with ability to track, action, and drive process as applicableAwareness of regulatory frameworks, including but not limited to; Basel Capital Calculations and reporting requirementsFamiliarity with technology-driven process improvements, task automation, and control optimizationExcellent analytical and problem-solving skills, with a track record of driving efficiency and accuracyStrong written and oral communication skills, as well as demonstrable ability to comprehend legal documentation (including loan facility agreements)Key Competencies:A passion for data integrity, governance, and strategyAnalytical Rigor. Strong attention to detail is keyOrganized and focused on process optimization and automationProven ability to work effectively in a team setting, manage stakeholders, and collaborate across functionsDesire to deepen understanding of regulatory and compliance frameworksFoundational knowledge of Credit Risk and corresponding controlsFamiliarity with driving change via Technology at scaleProficiency in Excel is mandatory; knowledge of VBA, SQL, or other data analysis tools is a plusEducation:Bachelor’s degree/University degree or equivalent experience.------------------------------------------------------Job Family Group: Product Management and Development------------------------------------------------------Job Family:Product Management------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$98,960.00 - $148,440.00In 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.------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------Anticipated Posting Close Date:------------------------------------------------------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.
$98.96k - $148.44k
....00 - $148,440.00Category: Product Management and DevelopmentCompany: CitiDepartment Overview:The US CLO Primary team is in the Spread Products Financing & Securitization organization.The Primary... ...& Governance: Support deal and portfolio activity across internal...SuggestedFull timeWork at office$148.5k - $174.7k
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...to join The Investment Management Operations group... ...office services including portfolio manager support, client... ...and counterparty and credit event management.In the... ...relationships. This is a Team Specialist position at... ...Degree or equivalent (Finance, Economics or...Temporary workWork at office$200k - $225k
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...developer with a growing portfolio of projects across a... ...Manulife Investment Management and The Carlyle Group... ...up with a world-class team of developers and innovators... ...'s portfolio of financed projects. This individual... ...under corporate credit facilities, project-level...Local area$125k - $250k
Morgan Stanley Investment Management (“MSIM”), together with its investment... ....The Mortgage & Securitized Team manages over $45 billion in... ..., and other structured credit sectors. The team’s investment... ...The Fixed Income Institutional Portfolio Manager / Senior Product Specialist...Temporary work$225k
...compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description The AD-VB Credit Portfolio Management Agency Team is responsible for acting as a liaison... ...to the daily management of project finance, corporate finance and real estate transactions...Agency workFull timeBank staffWork at officeLocal areaWork from home- ...Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income... ...and geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous,... ...approach to their wealth or finances to better define, focus and...
$121.2k - $181.8k
...commercially minded Relationship Manager to grow and manage a portfolio of commercial clients,... ...worldwide. In this AVP-level role, you will serve... ...of business development, credit management, and cross-border... ...shape the performance of the team and the clients we serve.ResponsibilitiesDevelop...Full timeWork at officeRemote workWorldwide$125k - $250k
...Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...will be part of a diverse team that is passionate about our... ...including rates, currency, and credit on behalf of our clients.... ...through collaboration between portfolio managers, research analysts,...Full timeTemporary workPart time$120k - $175k
...BE CONSIDERED Overview Wealth Management business supports clients of... ...combined $75bn AUM. Fixed Income Portfolio Management is part of Wealth... ...Portfolio Management team and provides investment management... ...complete basic municipal bond credit updates An understanding of...Work at officeWork from home$130k - $175k
Lending | Portfolio Management | Associate, Portfolio Manager - Transportation... ...at ING, you’re joining a team where individuality isn’t just... ...execute amendments, extension, credit reviews and are responsible... ...to focus on other object finance transactions in sectors like...Full timeWork from home$117.73k - $138.5k
...at—all from Day One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to... ...of Corporate and Public Sector Banking credit relationships. Grows revenue as directed... ...benefits and total rewards considers our team members’ whole selves and what may be needed...Full timeWork experience placementLocal area$77k - $110k
...experience. POSITION SUMMARY: The Portfolio Manager II - SBL supports Bank’s goal... ..., decision, and document credit requests according to Bank... ...marketing, business administration, finance, etc. preferred but not... ...and performance. Team members accrue paid time-off...Work at officeLocal areaFlexible hours$99.4k - $142k
...responsibilities include all aspects of Portfolio Management as relates to assigned... ...Annual Reviews to assess credit quality and covenant... ...by the CRE Portfolio Manager Team Leader. MINIMUM QUALIFICATIONS: Bachelor’s degrees in Finance, Accounting or Economics required...Permanent employmentTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...A large regional bank is seeking to add a Credit Portfolio Manager to its Healthcare group. This is an exciting opportunity to join a team with a strong national presence and a well-established credit platform. The role focuses on underwriting, portfolio management, and...
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$143k - $297k
Managing Director, MBS Portfolio Manager, Chief Investment Office (CIO)Skip to main content#Managing... ...City. The CIO Investments team is searching for a... ...or higher degree in finance, economics, engineering, or... ...Operations, Business Case Analyses, Credit Risk Analysis, Data...Full timeTemporary workPart timeWork experience placementWork at office$115k - $185k
...’s largest alternative asset manager. We seek to create positive economic... ..., non-investment grade credit, real assets and secondary... ...reconciling loan investments and debt financings in the GL system and internal... ...with the deal team, legal team, tax, treasury and...Full timeLocal areaFlexible hours
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