Investor Operations - Citi Ventures, SVP
Core
Senior Investor Operations professional providing operational, governance, analytical, and program management support to Citi Ventures' strategic investing and innovation arm.
Role type
Senior IC investor operations manager
Builds
Operational consistency, governance frameworks, and client development programs for Citi Ventures portfolio
Domain
Financial services / Venture capital / Investment banking
Deliverable
dashboards & analysis
Required skills
Financial analysis, Strategic planning, Process optimization, Data reporting, Stakeholder management, Project management, Risk compliance, CRM management, Workflow automation, Client relationship management
Preferred skills
Masters degree, AI adoption experience, Venture capital ecosystem knowledge
Technologies
Affinity CRM, Appian, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Compose senior business performance management updates and leadership discussion materials; Support Legal Entity governance and quarterly meetings; Manage updates to Product Program and internal Best Practices reference guide; Represent Citi Ventures in leadership and control forums; Assess and formulate strategic priorities; Contribute to Scorecard/KPI frameworks; Participate in 2nd and 3rd Line of Defense exams; Prepare wire execution for new equity venture investments; Scale CRM features and optimize Investment Workflow tools; Spearhead AI adoption and process optimization; Elevate portfolio company founder experience through onboarding and resource delivery; Build relationships with internal partners and portfolio companies; Liaise with CCB, Wealth, and Investment Banking; Maintain client metrics and tracking systems.