Portfolio Financing and Optimization Trader, Prime Services, Vice President

Citi•New York, NY

About The Position

The Portfolio Financing and Optimization Trader is an Vice President position responsible for assisting with a financing book, in coordination with other trading teams within Prime Services. The overall objective of this role is to contribute to the management of a financing book, grow balances and improve revenues and profitability. Responsibilities: Optimization of NAM Prime Services platform Pricing financing and clearing terms for Prime Services clients Contribute to administration and development of the Equity PB P&L Holistic view across Stock Loan, Financial Resource Management, Cash and Synthetic Prime Brokerage, Futures and Derivatives Clearing Run profitability analysis and hold return reviews with clients Drive P&L optimization – Pricing, margin, capital optimization, business mix, etc. Data analysis, tool implementation Construct consistent approach to client profitability regionally/globally Working closely with peers in other regions Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure Build a culture of responsible finance, good governance and supervision, expense discipline and ethics Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services Adhere to all policies and procedures as defined by your role which will be communicated to you Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe 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.

Requirements

6-10 years experience in the Prime Brokerage and Listed Derivatives businesses
Required licensing and registrations as applicable
Exceptional analytical and numerical competency
Strong Python programming skills
Consistently able to demonstrate clear and concise written and verbal communication
Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
Ability to analyze and pitch situations and determine suitable counterparties
Knowledge of Bloomberg, booking systems, P&L systems.

Responsibilities

Optimization of NAM Prime Services platform
Pricing financing and clearing terms for Prime Services clients
Contribute to administration and development of the Equity PB P&L
Holistic view across Stock Loan, Financial Resource Management, Cash and Synthetic Prime Brokerage, Futures and Derivatives Clearing
Run profitability analysis and hold return reviews with clients
Drive P&L optimization – Pricing, margin, capital optimization, business mix, etc.
Data analysis, tool implementation
Construct consistent approach to client profitability regionally/globally
Working closely with peers in other regions
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
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.

Benefits

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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