CPB - Investment Finance Specialist
Citigroup Inc
38d ago


An Investment Finance(IF) Specialist is a Lending Product Specialist within the Investment Financebusiness with indirect client coverage responsibility.

In this capacity the IF Specialists worksalongside the IF Transactor with primary responsibility to perform the analysisrequired for the credit approval of Citi Private Bank’s core productrange.

IF Specialists are given theopportunity to season credit and marketing skills and over time may transitioninto an IF Transactor role.

Alternatively, they may prefer to focus their career on the portfoliomanagement aspects of the business. An IF Specialist may also be a BusinessCredit Officer and may also pursue the required career development and trainingto achieve the status of SCO.


  • Assisting in themarketing and sale of the full IF Product range through preparation ofmaterials and maintenance of databases
  • Assist in thepreparation of EDAC and Greenlight memos (as applicable)
  • In partnership withthe IF Transactors, assist with the structuring and execution of more complexor tailored transactions, meeting Risk Acceptance Criteria
  • Full loanunderwriting with appropriate risk return characteristics of Citi PrivateBank’s standard product range, ensuring appropriate compliance with CreditPolicy and Risk Acceptance standards
  • Preparation of CreditApplications ensuring accuracy and completeness of data
  • Financial Analysisincluding cash flow statements
  • Collateral Evaluationcovering Marketable Securities, Property and other asset classes
  • Preparing andnegotiating credit documentation for facilities, including liaison withexternal counsel as required as well as undertaking the annual review ofdocumentation
  • Preparing andreviewing facility covenants
  • Assisting inPortfolio Management, including CA Annual reviews, covenant monitoring andcompliance, waivers and extensions and all related system maintenance
  • Problem Recognitionand assisting with classified loans remedial management

    Insummary this is a demanding role that provides the right individual with theopportunity to season credit and marketing skills and over time gain a fullunderstanding of Citibank’s Credit Policies and Procedures.

    It requires a strong mix of analytical andprocess skills and the ability to influence stakeholders, including PrivateBankers, Risk, auditors or other areas of the Bank and to ensure processes meetthe Bank’s highest standards.


  • Knowledge offinancial markets, investments, banking and loan products
  • Financial and cashflow modelling
  • Advanced Excel, Wordand PowerPoint

  • Excellentcommunication (written and verbal)
  • Strong interpersonalskills
  • Strong organizationalskills
  • Good attention todetail
  • Ability to work underpressure to tight deadlines
  • Demonstratesinitiative with an interactive approach to problem solving

  • Strong Financial and cash flow modellingskills
  • Strong and proven analytical, creditstructuring and execution skills
  • 6-8 years’ experience preferably in aMarkets, Credit or Risk-related role covering ASEAN / India / Australia markets
  • Some marketing skills, balanced with strongcredit skills (aspiring to be a full blown Transactor in 2-3 years)
  • Knowledge of Citibank’s Credit Policiesdesirable but not essential
  • Excellent communication skills (written andverbal) and interpersonal skills
  • Ability to work under pressure to tightdeadlines
  • Good negotiation skills
  • Strong initiative and interactive approach toproblem solving
  • Displays flexibility and independence in ademanding environment
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