Relationship Analyst 2 - C11

Job Description
The Relationship Analyst is an intermediate-level position responsible for assisting clients in raising
funds in the capital markets, as well as in providing strategic advisory services for mergers,
acquisitions and other types of financial transactions in coordination with the Institutional Banking
team. The Relationship Analyst also serves as an intermediary in trading for clients. The overall
objective of this role is to act as a strategic advisor to our clients by formulating investment
strategies and raising capital for clients.
Responsibilities:
• Build relationships with various internal and external audiences to ensure timely problem
resolutions and to provide support for a range of audience needs and services
• Perform financial and operational investigations, including credit, foreign exchange, cash
management and trade services, ensuring timely resolution and client satisfaction
• Assist Banker with the preparation of relationship reviews and client portfolios
• Partner with Product Partners and Relationship Managers to perform various activities for
Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and
completion across all product and marketing levels
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee
collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit
allocation from Parent Account Management teams and Credit Risk Management
• Identify revenue opportunities, position certain products with clients and monitor billing and
service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies
(CIS) to ensure revenues earned from all products are appropriately reflected
• Assist in the preparation of support discussions for clients, ensures designee
approvals/deferrals in place, and ensure discussion is lodged in Citi Risk Approvals
• Maintain and ensure that portfolios have correct marketing levels and legal structure reported in
the appropriate systems
• 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 behaviour, conduct and business practices, and
escalating, managing and reporting control issues with transparency.
Qualifications:
• 2-5 years of relevant experience
• Consistently client focused and results oriented
• Demonstrated information resourcefulness and a high level of attention to detail
• Consistently demonstrate follow-up and organizational skills
• Consistently demonstrate clear and concise written and verbal communication
• Proven planning, negotiation and analytical skills
• Consistently demonstrate a professional attitude
• Series 7 and 63 licenses
Education:
• Bachelor's degree/University degree or equivalent experience.