Balance Sheet Analyst

Citi's Wealth Business caters to a diverse clientele across the entire wealth spectrum, offering comprehensive products and services. These include Banking, Mortgages, Investment Finance, Capital Markets, Managed Investments, Custody, Trust, and Estate Planning. Our clients range from Ultra High Net Worth Individuals and Families, Family Offices, Professional Firms/Associates/Partners, to Registered Investment Advisors, Hedge Funds, and Private Equity firms.

Within Citi's Wealth Business, the Global Balance Sheet Management team is dedicated to optimizing capital, liquidity and transfer pricing. The team drives balance sheet optimization initiatives, conducts critical analysis, and provides strategic guidance on capital, liquidity, and balance sheet utilization for the business.

We are seeking a highly motivated and analytically strong individual to join Citi’s Global Balance Sheet Management team within the Wealth organization. This role is central to supporting capital management, optimizing balance sheet structure, and ensuring compliance with regulatory requirements across a diverse and sophisticated client business.

The successful candidate will take ownership of key capital tools and reporting processes, including the capital returns calculator, pricing assessments, and preparation of capital reports. They will contribute to Wealth’s balance sheet optimization initiatives and partner closely with partners in business, Finance, Risk, Treasury, Operations and Technology.

Our ideal candidate is a committed individual eager to make a long-term contribution and grow with our team.

This position offers a strong platform for learning and career development, providing exposure to the Wealth business, risk management practices, and the broader regulatory landscape.

Key Responsibilities

• Prepare detailed analytical reports to support balance sheet optimization, capital planning, and stress‑testing activities.
• Drive the creation of a single integrated return tool / model
• Support business partners with capital return calculations
• Conduct in‑depth analysis of balance sheet components—assets, liabilities, and equity—to identify trends, risks, and opportunities.
• Build and maintain regular and ad‑hoc reports, presentations, and tools focused on balance sheet products, capital, and liquidity metrics.
• Support the development of presentations for senior management, regulatory bodies, and governance committees.
• Identify opportunities to enhance processes for data collection, analysis, and reporting.
• Collaborate with business partners, Technology, Finance, Treasury and Risk
• Utilize advanced Excel techniques to analyze large datasets.
• Develop and maintain dashboards and visualizations in Tableau to communicate key balance sheet and capital metrics.

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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