Citi is looking for a Portfolio Structuring & Liquidity Manager to drive balance sheet efficiency and revenue growth across the Caribbean and Central America region. In this role, you will develop and execute pricing strategies and balance sheet optimization solutions for Liquidity Management Services, working across 11 countries with senior stakeholders and global product partners. This is an opportunity to make a direct commercial impact by combining financial acumen, portfolio management expertise, and analytical insight within one of the world's leading financial institutions.
Responsibilities
- Develop and maintain comprehensive pricing guidelines and frameworks that ensure commercial alignment and drive portfolio profitability across the Caribbean and Central America region.
- Design and execute portfolio growth strategies aimed at expanding the deposit base and maximizing returns for the assigned client segment.
- Act as the regional transfer pricing lead, overseeing transfer pricing policies, local liquidity premium monitoring, and alignment across regional and global teams.
- Manage deposit tracking, revenue forecasting, and balance sheet projections to support accurate financial planning and performance reporting for the region.
- Build and enhance pricing tools, calculators, and financial models that equip banking and coverage teams to win and reprice business effectively.
- Lead forecast cycle discussions, monitor client revenue allocations, and oversee key performance indicators including cost of funds management and liquidity metrics.
- Provide direct pricing support to banking and coverage teams for balance bids and client repricing, ensuring decisions are grounded in portfolio health and commercial objectives.
Required Qualifications & Skills
- 5 to 10 years of experience in product management, portfolio management, financial structuring, or a related field within financial services.
- Demonstrated ability to develop and analyze strategic roadmaps, product plans, and financial performance frameworks with clear commercial outcomes.
- Analytical capability to evaluate competitive landscapes, market trends, and portfolio data to inform pricing and business decisions.
- Ability to manage multiple stakeholder relationships across countries and organizational levels, including senior leadership and global product partners.
- Clear and concise written and verbal communication, with the ability to present complex financial information to varied audiences.
- Proven decision-making and problem-solving skills, with the ability to operate independently and adapt quickly to shifting priorities or requirements.
- Bachelor's degree or equivalent university qualification in finance, business, economics, or a related discipline.
Beneficial Skills & Qualifications
- Master's degree in finance, business administration, economics, or a related field.
- Knowledge of liquidity management, transfer pricing, or treasury product structures within a banking environment.
- Experience working across multi-country or regional portfolios within Latin America or the Caribbean.
- Familiarity with client segmentation, pricing strategy, and acquisition-focused product development in financial services.
What We Offer
At Citi, you will work within a high-performing, globally connected team where your contributions have direct impact on clients and commercial outcomes across an international portfolio. This role offers real ownership, cross-regional exposure, and the opportunity to grow your expertise at the intersection of portfolio strategy, financial analysis, and client management.
- Hybrid working model with 3 days in the office and 2 days working remotely, giving you the flexibility to perform at your best.
- Exposure to a complex, multi-country portfolio spanning 11 markets across the Caribbean and Central America, with access to global product partners and senior leadership.
- Access to continuous learning and professional development resources to advance your expertise in financial structuring, liquidity management, and portfolio strategy.
- A collaborative, performance-driven environment where your analytical insights directly shape commercial decisions and client outcomes.
- Competitive compensation and a comprehensive benefits package, including financial wellbeing support and locally relevant employee benefits.
- Wellbeing and work-life balance support designed to help you sustain long-term performance and professional satisfaction.
Apply today to take ownership of a high-impact portfolio management role at Citi and shape the financial strategy of a dynamic, multi-country region.
•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.
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Job Family Group: Product Management and Development------------------------------------------------------
Job Family:Product Management------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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Skills Required
- 5 to 10 years of experience in product management, portfolio management, financial structuring, or a related financial services field
- Experience developing and analyzing strategic roadmaps, product plans, and financial performance frameworks
- Ability to evaluate competitive landscapes, market trends, and portfolio data
- Ability to manage stakeholders across countries, organizational levels, senior leadership, and global product teams
- Clear written and verbal communication skills, including presenting complex financial information
- Decision-making and problem-solving skills, with the ability to work independently and adapt to changing priorities
- Bachelor's degree or equivalent university qualification in finance, business, economics, or a related discipline
- Master's degree in finance, business administration, economics, or a related field
- Knowledge of liquidity management, transfer pricing, or treasury product structures in banking
- Experience with multi-country or regional portfolios in Latin America or the Caribbean
- Familiarity with client segmentation, pricing strategy, and acquisition-focused product development in financial services
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
