Role Introduction/Overview:

The Balance Sheet Strategy Lead Analyst will play a critical role in designing and delivering the data and analytics architecture that underpins the firm’s balance sheet strategy. The successful candidate will combine strong technical capability with a deep understanding of banking balance sheet mechanics to build scalable, high-quality data and analytics frameworks for Treasury decision-making. In return, they will gain exposure to senior leadership and shape how a global GSIB manages capital, liquidity, and funding at scale.

Business/Team Overview:

The Balance Sheet Strategy team sits within Treasury and is responsible for the strategic allocation of capital, liquidity, and funding across the firm, ensuring regulatory compliance and long-term profitability. The team partners closely with Risk, FP&A, Technology, and business units to build integrated analytics and data platforms that support strategic planning, stress testing, and balance sheet optimisation.

Key Responsibilities in the Role:

• Balance Sheet Data Architecture: Design and implement scalable data models and architectures to represent the bank’s balance sheet across products, businesses, and legal entities.
• Analytics Frameworks: Develop analytics pipelines and dashboards to support Treasury decision-making, capital allocation, liquidity management, and funding strategy.
• Python-Based Modelling & Data Engineering: Build robust Python-based workflows for data transformation, validation, and analytical modelling.
• Visualization & Reporting: Design and maintain Tableau dashboards and analytical outputs for senior Treasury and Risk stakeholders.
• Stakeholder Collaboration: Translate Treasury and business requirements into technical data and analytics solutions.
• Data Governance & Controls: Implement data quality controls, documentation, and traceability frameworks aligned with regulatory and internal governance standards.
• Technical Leadership: Provide technical guidance, best practices, and mentoring to junior analysts and partner teams.

Development Value

• This role offers the opportunity to:
• Develop deep expertise in GSIB balance sheet mechanics, capital and liquidity frameworks, and Treasury strategy.
• Build enterprise-scale data architecture and analytics platforms used by senior leadership.
• Advance technical skills in Python, data engineering, and advanced analytics design.
• Work closely with senior Treasury, Risk, and Finance leadership on strategic decision-making.
• Influence the long-term architecture of the bank’s balance sheet analytics ecosystem.

Knowledge, Skills, and Experience Required

• Education: Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, Engineering, or related field (Master’s preferred).
• Experience: 6–10 years’ experience in Treasury, balance sheet strategy, risk analytics, data engineering, or quantitative finance roles.
• Technical Skills: Strong Python programming experience (data pipelines, modelling, analytics); experience with Tableau or similar BI tools.
• Data Architecture: Experience designing data models, schemas, and analytics architectures for large financial datasets.
• Analytical Capability: Ability to translate complex banking balance sheet dynamics into structured data and analytical frameworks.
• Curiosity and First-Principles Thinking: Demonstrated intellectual curiosity and self-motivation to understand how banks fundamentally operate and independently derive analytical approaches from first principles.
• Communication: Ability to communicate technical concepts clearly to senior Treasury and business stakeholders.
• Regulatory Knowledge: Understanding of capital, liquidity, and interest rate risk frameworks (e.g., CET1, RWA, LCR, NSFR, IRRBB).

Job Family Group:

Risk Management

Job Family:

Finance Risk

Time Type:

Full time

Most Relevant Skills

Business Acumen, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Market Risk, Problem Solving, Process Execution, Risk Identification and Assessment.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.
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.

*If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review *Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.