The Senior Relationship Associate is a senior-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 Senior Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

• Serve as the key contact for routine credit requests, negotiation of routine credit documentation, confirmation of support, negotiation of support documentation, problem escalation and resolution for client network and operational teams and help clients navigate Citi’s global network, local coverage and product support
• Assist with preparing for relationship reviews and with timely origination/monitoring/renewal/completion of Know Your Client (KYC) requirements across all products and marketing levels
• Interact with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients for transactional banking issues and support and engage appropriate teams to ensure customer satisfaction
• Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc.
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, where appropriate
• Negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans, as needed
• Identify revenue opportunities and position certain products with clients and monitor revenues, billing and service queries, correct mapping/marketing hierarchies in Citi Investment Strategies (CIS)
• Represent banking coverage team in client meetings and make decisions and take initiative in the absence of the banker, including assisting in closing transactions, when appropriate
• 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:

• 15+ years of relevant experience
• Bachelor’s degree in Finance or closely related areas of business administration
• Demonstrated credit skills, including a background in credit (i.e. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
• Knowledge of Citi’s product range and proficiency in Citi applications (e.g., ICG Toolbox and AMC)
• Comprehensive knowledge of documentation requirements (e.g., Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
• Comprehensive knowledge of client's business and operations, including treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
• Comprehensive knowledge of industry trends, basic accounting concepts, current banking relationship, return hurdles (for CB RAs), relationship strategy etc.
• Demonstrated ability to articulate requirements and support the negotiation of documents, contribute to development and execution of accounts, and review and extract information from financial statements/filings
• Proven analytical aptitude to learn and sound judgment
• Demonstrated ability to adapt and moderate communication style to coordinate with others involved in the client portfolio

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Director de Banca Corporativa Gobierno

Responsable de originar, desarrollar y fortalecer relaciones estratégicas con entidades gubernamentales, organismos descentralizados, empresas productivas del Estado y otras instituciones del sector público, identificando oportunidades de negocio que contribuyan al crecimiento rentable y sostenible de la franquicia de Banca Corporativa. Lidera la estructuración, negociación y ejecución de productos financieros complejos, asegurando una adecuada gestión de riesgos y el cumplimiento regulatorio.

Responsabilidades Principales

Gestión Comercial y Relación con Clientes

• Desarrollar y ejecutar estrategias de cobertura para clientes del sector gobierno federal, estatal y municipal.
• Identificar oportunidades de negocio en financiamiento, manejo de tesorería, mercados de capitales, derivados, comercio exterior y banca transaccional.
• Mantener relaciones de alto nivel con secretarios de finanzas, tesoreros, directores de administración y demás tomadores de decisión.
• Actuar como principal punto de contacto para clientes estratégicos del sector público.

Originación y Estructuración

• Originar nuevas oportunidades de financiamiento y soluciones financieras integrales.
• Liderar la estructuración de créditos, financiamientos sindicados, emisiones de deuda y otras transacciones complejas.
• Coordinar equipos multidisciplinarios internos para la ejecución de operaciones.
• Elaborar propuestas comerciales y presentaciones ejecutivas para clientes y comités internos.

Análisis y Gestión de Riesgo

• Evaluar la situación financiera, presupuestal y operativa de entidades gubernamentales.
• Presentar casos de crédito ante comités de riesgo y aprobación.
• Dar seguimiento al desempeño de la cartera asignada.
• Asegurar el cumplimiento de políticas internas y regulatorias.

Liderazgo y Coordinación

• Coordinar equipos de Associate, Vice President y Analysts en el manejo de clientes y transacciones.
• Impulsar el desarrollo profesional del equipo mediante coaching y mentoría.
• Colaborar estrechamente con áreas de Riesgos, Legal, Compliance, Tesorería, Mercados y Banca de Inversión.

Requisitos

Formación Académica

• Licenciatura en Finanzas, Economía, Administración, Contaduría o Ingeniería.
• Deseable MBA o Maestría en Finanzas, Administración Pública o áreas afines.

Experiencia

• 10+ años de experiencia en Banca Corporativa, Banca de Inversión o Instituciones Financieras.
• Experiencia comprobable en cobertura de clientes del sector público.
• Conocimiento profundo de financiamiento gubernamental, deuda subnacional y estructuras de crédito.
• Experiencia liderando negociaciones con altos ejecutivos y funcionarios públicos.

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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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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