Financial Planning - Mumbai, India - Citi

Citi

Verified Company

Mumbai, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Responsibilities:

Drive Quarterly Performance Review / Quarterly Impairment Review for Citi Institutional Strategic Investments (CISI) group: develop presentation materials highlighting key investment information/metrics to support leadership decision making
Provide regular highlights of portfolios, partnering with Investing teams and key stakeholders to track investment performance, and memorialize key updates
Assist in the evaluation of potential new investments, with a focus on financial and strategic fit.
Manage relationships with third party vendors in support of CISI investing activities
Acts as Subject Matter Expert on finance and innovation topics, to senior stakeholders and /or other team members
Conduct management activities for a midsize team such as training, evaluations, hiring, disciplinary actions, and termination of team members
Conduct analysis of Citi's/Citi's competitors' financial performance
Generate flash results/highlights of analytics for Board of Directors' reports and Executive Management reports
Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Develop and coordinate performance reporting/processes; reviews results against plans monthly
Oversee the estimation of risk capital and incorporate results into management reports and decision processes
Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
Ability to manage teams.

Qualifications:

10+ years of relevant experience
Previous supervisory experience
Effective verbal and written communication skills
Demonstrated presentation skills
Demonstrated analytical skills
Demonstrated organizational and project management skills

Education:

CA/CFA/MBA with 10+ years of work experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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