Director, Deposit Strategy & Analytics, Balance Sheet Strategy – Global Lead

Overview

In this role, you drive balance sheet optimization and revenue performance for Citi’s Liquidity Management Services. You will partner with Finance, Data Analytics, and Treasury to enhance cluster analytics, KPI tracking, and forecasting processes. You lead a senior team to support planning, CCAR, and sensitivity analysis, while guiding strategic forums and ensuring cross-functional alignment. The opportunity centers on shaping liquidity strategy, optimizing capital metrics, and delivering measurable impact across clusters. You’ll work in a global, collaborative environment that values analytical insight and stakeholder partnership.

Pay / Benefits

• hybrid working model
• generous holiday allowance
• discretional annual bonus
• private medical insurance
• pension plan
• learning and development resources

Responsibilities

• Define and manage the overall balance sheet optimization strategy for LMS and monitor execution
• Enhance Monthly Cluster/Client Analytics in collaboration with Finance and Data Analytics
• Lead planning and forecasting processes (Plan, QMMF, CCAR) with an analytical lens
• Coordinate Beta/sensitivity determination and monthly tracking with Finance and Treasury
• Manage monthly strategic forums (Assets/Liabilities Strategy Forums, country deep dives)
• Oversee deposit volatility monitoring, targets, and capacity management
• Ensure transfer pricing and hedging alignment across clusters/countries
• Support Balance Sheet activities for the LMS Leadership and respond to ad hoc requests
• Drive franchise-wide balance sheet strategy execution and TCEn/Liquidity optimization
• Identify revenue and optimization opportunities across clusters and establish KPIs and reporting

Key requirements

• Significant senior experience in Product Management and/or Treasury
• Experience in deposit behaviours, asset-liability management, planning, and analysis
• Strong stakeholder management skills
• Analytical mindset, commercial awareness, and strong written/verbal communication
• Bachelor’s degree; master’s degree preferred

• stakeholder management
• communication
• analytical mindset
• deposit behaviours
• asset-liability management
• planning and analysis

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