Portfolio Structuring & Liquidity Manager
Mexico · Mexico City, Mexico · Bogotá, Bogota, Colombia · Panama City, Panama
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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