Wholesale Lending

The Data Project Manager/Business Analyst will develop and manage medium to long term plans and execute functional strategies for complex front to back solutions requiring coordination across multiple functions and integration between systems in a sustainable, controlled manner. They will conduct data analysis, produce recommendations, and provide input into strategic decisions affecting the various functions within a region or business. They will establish and maintain road maps / project plans and then drive deliverable execution by collaborating with multiple stakeholders across business and technology.

Responsibilities

• Manage large, transformative initiatives that impact multiple LOBs and/or products.

• Define key outcomes for the project and ensure clear communication and agreement with relevant stakeholders.

• Communicate closely with business and technology partners to granularly define requirements and create systemic and/or manual processes to define solutions to satisfy said requirements.

• Lead the project end to end, driving solutions with evidence through the performance of data analysis activities utilizing Excel, SQL and/or Python.

• Independently query data from multiple relational databases to validate requirements.

• Define and own the resolution of issues by developing cross-functional technology solutions utilizing a strategy the candidate defined.

• Hunt for the right solutions by collaborating with team members, technology partners, and business partners to identify efficient and strategic solutions.

• Ensure continuous measurement and communication of progress throughout project execution.

• Record meeting summaries and follow-up actions for distribution to relevant stakeholders.

• Closely monitor project progress, ensure proper engagement and timely completion.

• Identify potential risks and issues and establish corresponding mitigation plans.  Execute mitigation plans to achieve path to green and ensure prompt escalation where needed.

• Own project management activities & generation of project reporting, including Enterprise PM tool (PTS-W) documentation.

• Generate presentations for senior stakeholders on project/program status in collaboration with the ISG teams.

• Utilize already-established baseline understanding of financial instruments to build on the knowledge necessary to complete the project at hand.

• Provide functional support to drive continuous process improvement across the Loans area.

• 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.

Qualifications

• 6+ years of experience executing and leading projects in Data or Business Analytics, Banking Consultancy, major Data Driven technology implementations or similar complex initiatives

• Extensive hands-on experience in an analytics or development role utilizing relational databases with SQL tools

• Experience working with financial data and baseline understanding of financial instruments, especially those related to loans. 

• An understanding of credit risk management, financial & regulatory reporting.

• Experience working closely with IT and development teams

• Excellent communication and presentation skills

• Advanced knowledge of MS Office, especially Excel, Visio, PowerPoint

• Experience managing medium to large size projects

• Foundational knowledge of Python a plus

Education

• Bachelor’s degree in business, finance, data science or analytics, statistics, computer science, engineering, or other similar degrees

• Master’s degree is a plus