Jason R.

About Jason R.

Jason Roberts is a Managing Director at Citi, where he oversees Loss Forecasting and CECL Reserving for the firm’s ~$400B global retail credit portfolio, spanning markets in the US, Asia Pacific, Europe, the Middle East and Latin America. With a deep understanding of consumer credit dynamics, risk management, and global market complexities, Jason brings together analytical expertise, strategic foresight, and collaborative leadership to anticipate and respond to the challenges of an ever-changing economic landscape. His work focuses on translating complex macroeconomic trends, geopolitical shifts, and regulatory changes into informed forward-looking decisions that protect the firm’s financial stability and support sustainable growth.Prior to Citi, Jason spent nearly 14 years at the Federal Reserve Bank of New York, where he played a critical role in strengthening the financial system. He led teams in quantitative modeling and supervisory examinations, guided research in consumer fintech innovation, and managed high-stakes monetary policy operations during the pandemic as a mortgage-backed securities trader.Jason earned a BS in Accounting from Hampton University and an MBA in Economics and Finance from Carnegie Mellon University’s Tepper School of Business.

Experience

1. Managing Director - Head of Global Consumer and Wealth Loss Forecasting and Reserving Oversight

   Citi

   Mar 2023 — Present · New York, NY, US

Education

• Carnegie Mellon University - Tepper School of Business

  MBA, Finance & Economics

• Hampton University

  B.S., Accounting

Skills

• Financial Modeling
• Analysis
• Building Relationships
• Strategy
• Valuation
• Microsoft Excel
• Strategic Planning
• Hedge Funds
• Leadership
• Start-Ups
• Strategic Financial Planning
• Corporate Finance
• Risk Management
• Capital Markets
• Business Development
• Access
• Financial Analysis
• Entrepreneurship
• Finance