Analyst 2
Escazú, Costa Rica
hace 5 días

The Analyst is an intermediate-level position responsible for assisting bankers and clients, in business as usual processes, as well as in providing strategic advisory services for episodic financial transactions in coordination with the Institutional Banking team.

Responsibilities :

  • Participate client transactions, projects or assignments as the junior member of a professional team
  • Partner with senior Corporate Banking Officers and professionals on marketing efforts to grow and protect revenue on a specified portfolio of clients.
  • Organize and analyze sophisticated financial data used in client proposals and strategic plans
  • Prepare written recommendations and create statistical exhibits
  • Conduct economic / financial research.
  • Provide evaluations of a company’s financial performance compared to overall industry and market trends or data
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Demonstrate the ability to exercise sound judgement and use initiative, but know when to escalate, ensuring Bankers are able to focus on marketing efforts and revenue generation

    Build a trusted relationship with client network and operational teams, providing support on routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction

    Global network liaison; co-ordinate routine credit requests from the network and support the network by acting as an interface with client head office assisting revenue generation and protection

    Co-ordination of credit requests and approvals as appropriate, negotiating and coordinating credit and parent support documentation, loan documentation and bookings.

    Develop a sound knowledge of credit policies, monitoring usage of credit lines and ability to exercise prudent judgement in managing risks inherent in the business

    Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (KYC) requirements

    Qualifications :

  • 0-2 years of relevant experience
  • Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the Corporate Banking business, its related products and pertinent regulations affecting it.
  • Consistently demonstrate clear and concise written and verbal / presentation communication.
  • Demonstrated planning and organizational skills
  • Highly motivated and experienced person to support Bankers and drive revenue realization.
  • Knowledge of / experience base in transactional banking is an advantage.
  • knowledge of visual basic, python or other language programing is a plus
  • Basic credit knowledge.
  • Education :

  • Bachelor's degree / University degree or equivalent experience.
  • Fully bilingual / English - Spanish
  • Skills / Competencies :

  • Analytical - Assimilating new information quickly and relating it to the needs of the client base
  • Organizational Demonstrates strong organizational skills, awareness around priority of tasks and ability to work independently
  • Proactive - Identifying situations that could result in new business and developing recommendations tailored to the client
  • Verbal and Written Communication Strong communication skills
  • Interpersonal skills / Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners
  • Self-starter - prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance.
  • Team Player - being able to work in partnership with other individuals on day-to-day and long term projects
  • This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

    Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - CR

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

    Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

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