LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

CDB Desk Specialist

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted a month ago

No clicks

CDB Desk Specialist (Citi): Develops CDB portfolio, quotes & books transactions, coordinates with Sales and Banking teams (São Paulo, full-time)

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Brazil

Full Job Description

CDB Desk Specialist

Apply (opens in new window)
Save
Job Req Id:
26944109
Location(s):
So Paulo, So Paulo, Brazil
Job Type:
On-Site/Resident
Posted:
Mar. 27, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The CDB Desk Specialist is an intermediate level position responsible for the development of the CDB portfolio, quoting, selling and booking CDB transaction, coordinating with Sales and Banking teams.

The CDB Desk Specialist will discuss an implement the CDB portfolio strategy based on based on market and industry research and trends and client needs, taking into consideration franchises balance sheet perspective.

Responsibilities:

Follow market, industry and client trends to own field

Ensure product delivery is provided in a consistent, professional and high quality level planned and coordinated with unit Manager

Work in close co-ordination with Sales, Technology, Business Managers and senior stakeholders to fulfill the delivery objectives

Identifiy solutions and opportunities ranging across data analytics

Deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy

Assist the customer lifecycle strategy from acquisition through early client engagement and implement strategies to optimize portfolio performance

Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth

Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies

Partner with business leaders and a widely distributed global user community to define and implement solutions

Oversee product financial performance including identifying opportunities and gaps, and developing business strategies

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of relevant experience

Required Licensing/Registration: CPA-20

Intellectual curiosity, analytical, and conceptual thinker

Proactively seeks and develops new opportunities

Ability to build networks and relationships internally and externally

Demonstrated experience driving business innovation, leveraging management information, and data analytics to drive results

Experience in scenario development and forecasting

Ability to work unsupervised and adjust priorities quickly as circumstances dictate

Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

Demonstrated problem-solving and decision-making skills

Demonstrated analytical and influencing skills

Consistently demonstrates clear and concise written and verbal communication

Education:

Bachelors degree/University degree or equivalent experience

------------------------------------------------------

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.

------------------------------------------------------

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 Citis EEO Policy Statement and the Know Your Rights poster.

Apply (opens in new window)
Save
Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

CDB Desk Specialist

Compensation

Not specified

City: Not specified

Country: Brazil

Citi logo
Bulge Bracket Investment Banks

a month ago

No clicks

at Citi

ExperiencedNo visa sponsorship

CDB Desk Specialist (Citi): Develops CDB portfolio, quotes & books transactions, coordinates with Sales and Banking teams (São Paulo, full-time)

Full Job Description

CDB Desk Specialist

Apply (opens in new window)
Save
Job Req Id:
26944109
Location(s):
So Paulo, So Paulo, Brazil
Job Type:
On-Site/Resident
Posted:
Mar. 27, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The CDB Desk Specialist is an intermediate level position responsible for the development of the CDB portfolio, quoting, selling and booking CDB transaction, coordinating with Sales and Banking teams.

The CDB Desk Specialist will discuss an implement the CDB portfolio strategy based on based on market and industry research and trends and client needs, taking into consideration franchises balance sheet perspective.

Responsibilities:

Follow market, industry and client trends to own field

Ensure product delivery is provided in a consistent, professional and high quality level planned and coordinated with unit Manager

Work in close co-ordination with Sales, Technology, Business Managers and senior stakeholders to fulfill the delivery objectives

Identifiy solutions and opportunities ranging across data analytics

Deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy

Assist the customer lifecycle strategy from acquisition through early client engagement and implement strategies to optimize portfolio performance

Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth

Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies

Partner with business leaders and a widely distributed global user community to define and implement solutions

Oversee product financial performance including identifying opportunities and gaps, and developing business strategies

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of relevant experience

Required Licensing/Registration: CPA-20

Intellectual curiosity, analytical, and conceptual thinker

Proactively seeks and develops new opportunities

Ability to build networks and relationships internally and externally

Demonstrated experience driving business innovation, leveraging management information, and data analytics to drive results

Experience in scenario development and forecasting

Ability to work unsupervised and adjust priorities quickly as circumstances dictate

Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

Demonstrated problem-solving and decision-making skills

Demonstrated analytical and influencing skills

Consistently demonstrates clear and concise written and verbal communication

Education:

Bachelors degree/University degree or equivalent experience

------------------------------------------------------

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.

------------------------------------------------------

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 Citis EEO Policy Statement and the Know Your Rights poster.

Apply (opens in new window)
Save

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.