The Investment Finance (IF) Specialist Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Assisting in the marketing and sale of the IF Product range through preparation of materials and maintenance of databases
Assist in the preparation of EDAC and Greenlight memos (as applicable)
In partnership with the Transactors, assist with the structuring and execution of more complex or tailored transactions, meeting Risk Acceptance Criteria
Full loan underwriting with appropriate risk return characteristics of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards
Preparation of Credit Applications ensuring accuracy and completeness of data
Financial Analysis including cash flow statements
Collateral Evaluation covering Marketable Securities, Property and other asset classes
Preparing and negotiating credit documentation for facilities, including liaison with external counsel as required as well as undertaking the annual review of documentation
Preparing and reviewing facility covenants
Assisting in Portfolio Management, including CA Annual reviews, covenant monitoring and compliance, waivers and extensions and all related system maintenance
Problem Recognition and assisting with classified loans remedial management
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.
7 -10 years of experience
Strong and proven analytical, financial structuring and execution skills
Experience as a Credit Officer
An in depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling
Excellent communication (written and verbal) and interpersonal skills
Good negotiation skills
Strong initiative and interactive approach to problem solving
Displays flexibility and independence in a demanding environment
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