Investor Operations
$163.6k - $245.4k
Expert
Bachelor's, Master's
New York, NY, USA
Hybrid
Business & StrategyBusiness Operations
About the job
Requirements
- A bachelor's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, or a related quantitative field is required.
- At least 10 years of relevant experience in financial services, investment banking, consulting, corporate strategy, venture capital, private equity, business analytics, or related fields is required.
- Interest in venture capital, startup ecosystems, innovation, and financial services is required.
- Strong analytical, problem-solving, and critical-thinking skills are required.
- Attention to detail and a commitment to producing high-quality work are required.
- Strong written and verbal communication skills, including the ability to develop clear and effective presentations, are required.
- Proficiency in Microsoft Excel and PowerPoint is required.
- Experience working with data, financial analysis, reporting, and presentation development is required.
- Ability to manage multiple workstreams and priorities in a fast-paced, team-oriented environment is required.
- Strong interpersonal skills and ability to collaborate effectively with colleagues across functions and levels are required.
- The candidate must be self-motivated, proactive, and eager to learn.
- The candidate must be comfortable working independently while seeking guidance when appropriate.
- Demonstrated ability to support projects from inception through execution is required.
- The candidate must have intellectual curiosity and willingness to challenge assumptions constructively.
- Strong organizational skills and ability to adapt to changing priorities are required.
Responsibilities
- Compose senior business performance management updates and leadership discussion materials, including materials for the Venture Investing Advisory Committee.
- Support Citi Ventures Legal Entity governance, including coordination and preparation for quarterly meetings.
- Provide broad operational support to the Citi Ventures team.
- Partner with the central Client Business Execution team and Client Risk and Control team on routine and ad hoc deliverables and inquiries.
- Manage updates to the Product Program and internal Best Practices reference guide.
- Represent Citi Ventures and act as a delegate in leadership and control forums across the firm.
- Assess and formulate strategic priorities, ensuring team goals align to Citi Ventures' mission and key objectives.
- Contribute to scorecard and key performance indicator frameworks, goal-setting processes, and performance tracking.
- Participate in responses to Second and Third Line of Defense exams and reviews.
- Participate in wire execution preparation and approval for new equity venture investments.
- Scale the Citi Ventures customer relationship management feature set in Affinity and optimize the customized Investment Workflow tool in Appian.
- Identify and implement process improvements and new tools to improve team productivity and alignment among Citi venture groups.
- Lead artificial intelligence adoption and process optimization across Citi Ventures and the broader Client Organization.
- Improve the portfolio company founder experience through onboarding, preferred access to Citi's cross-business capabilities, tailored resources, and venture ecosystem connectivity.
- Deliver the portfolio company client development framework, including strategy, materials, and end-to-end initiative execution.
- Build and deepen relationships with internal and external business partners and portfolio companies, and identify client development opportunities in the pipeline.
- Liaise with CCB, Wealth, and Investment Banking to connect portfolio companies with Citi's platform.
- Connect investors, partners, and portfolio companies across the ecosystem; prepare client outreach materials and briefings; align with stakeholders on progress and develop strategic approaches.
- Partner with the Citi Ventures Marketing and Communications team and support and grow the Founders Journey program.
- Maintain and enhance client metrics and tracking systems, and produce data-driven leadership updates.
Desired Qualifications
- A master's degree is preferred.
About the company
Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1812
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Simplify's Take
What believers are saying
- Revenue is expanding: Citi reported $24.8 billion in the June 2026 quarter, up 14% year over year.
- US parents get protected time: eligible Citi employees receive 16 weeks of bonding leave at full base pay.
- Institutional deposits are sticky: Citi says around 80% of Services deposits come from clients with relationships exceeding 15 years.
What critics are saying
- Lending losses remain substantial: Citi's net credit losses reached $2.4 billion in the June 2026 quarter.
- Australian hybrid roles require office time: Citi sets a minimum of three office days weekly for designated hybrid positions.
- Job cuts carry a cost: Citi booked roughly $500 million in severance in the March 2026 quarter.
What makes Citi unique
- Corporate payments move at scale: Citi processes around $6 trillion daily through its Treasury and Trade business.
- Deposits move beyond banking hours: Citi Token Services transfers cash between participating Citi branches around the clock.
- Employees use a shared AI workspace: Citi's Stylus platform reaches over 180,000 people for research and multi-step workflows.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) Retirement Plan
- 401(k) Company Match
- Wellness Program
- Paid Vacation
- Paid Sick Leave
- Paid Holidays