Citibank N a

Investment Finance Portfolio Management Officer - Advanced (Level 3)

Citibank N a (Employer)

Multiverse Group Limited (Training Provider)

Annual wage £24,000.00
40.0 hours per week 9:00am - 5:30pm Mon - Fri
18 months (duration)
15 November 2021(start date)
Business administrator (apprenticeship standard)
11 November 2021 (application closing date)
Register interest

Job Description

Investment Finance provides Citi Private Bank clients Ultra/High Net Worth and law firms and their partners—with a wide range of tailored loans and lines of credit • Understanding how the Lending and Banking/Cash Management areas works within Citi Private Bank. • Understanding Banking products offered and how they earn revenue for the Bank


A typical day

  • Checking loan agreements and documents and credit systems against checklists to ensure that all the necessary requirements for the loan have been complied with and authorising the transaction in the credit system. Working with the Investment Finance Credit Officers, Collateral Monitoring Unit team and Front Office teams to ensure that the client can book the loan.
  • Running reports from the credit system; distributing to various internal parties within the Bank and actively following up with individuals for responses to queries.
  • Preparing presentations for management meetings.
  • Working with data from internal Citi systems to provide a variety of senior management reports.
  • Revenue Tracking – following up with Front Office teams and IF Specialists to ensure that clients have paid their loan administrative fees. Following up with Finance to ensure that the fees have been correctly allocated to Investment Finance cost code.
  • Working with Front Office teams and Investment Finance specialists to identify where clients have not paid loan interest
  • Following up with Front Office teams and Investment Finance Specialists where clients have not provided evidence of insurance for their property

Future Prospects

After your Business Associate apprenticeship, you have the opportunity progress into HR, Recruitment, Sales, Marketing & PR, Real Estate, Personal Assistant, Office Management, Business Management. Most of the above can be completed in a higher-level qualification.

Skills Required

  • Teamwork
  • Communication
  • Initiative

Qualities Required

  • Demonstrate motivation for joining both the programme and Citi
  • Interested in technology and innovation
  • Attention to detail, organising and planning abilities
  • Appetite to learn new skills and work towards a qualification
  • Enthusiastic team worker who will contribute confidently in a team environment

Qualifications Required

  • GCSE English & Maths 4-9 (C-A*) or equivalent

Training Provided

1. Training on the 18 month Standard Level 3 Business Associates apprenticeship. 
2. Being a Multiverse apprentice means access to awesome social events, sports teams, insight/career days with other apprentices to grow your network, as well as your own personal coach who will guide you through the qualification and help you achieve your full potential.
3. As part of your Multiverse apprenticeship, you will have access to our Future Leaders Foundation modules to help you develop the 6 key competencies: well-being, self-awareness, motivation, conscientiousness, effectiveness and grit.

Register interest