Srinivas Iyer

About Srinivas Iyer

Strategic banking executive with 20+ years’ experience leading teams in treasury, balance sheet management, and capital markets analytics across global institutions including Citigroup, Regions Bank, MSCI, and BlackRock.Proven track record designing firm-wide frameworks for deposit valuation/pricing, balance sheet strategy, return on capital benchmarking and capital optimization. Trusted advisor to business CEOs, CFOs, and Treasurers on capital deployment and strategic decision-making.Recognized for building and leading high-performing teams, navigating complex organizations, and aligning stakeholders across Finance, Risk, and Business Strategy to deliver measurable results. Passionate about optimizing balance sheets and driving sustainable shareholder returns.

Experience

1. Managing Director, Balance Sheet Strategy, Treasury

   Citi

   Dec 2025 — Present · NY, US

   Moved into a new role supporting firm wide Balance Sheet Strategy. Responsible for:• Driving enterprise-wide balance sheet strategy and returns optimization initiatives in close partnership with key stakeholders across the firm.• Capital Attribution methodology and improving SCB analytics.• Advancing Return calculation and benchmarking frameworks to ensure consistency and comparability across the firm.

Education

• Georgia Institute of Technology

  MS, Quantitative and Computational Finance

  2005 — 2006

• Indian Institute of Technology, Bombay

  MS, Applied Statistics and Informatics

  2000 — 2002

• St. Xavier's College

  BSc, Mathematics

  1997 — 2000

Skills

• Matlab
• Quantitative Finance
• Market Risk
• Statistical Data Analysis
• Bloomberg Terminal
• Risk Metrics
• Credit Derivatives
• Cmbs
• Risk Management
• Stress Testing
• Capital Markets
• Asset Management
• Equities
• R Programming
• Openlink
• Counterparty Risk
• Riskmetrics
• Octave
• Fixed Income
• Convertible Bonds
• Hedge Funds
• Derivatives
• Mbs
• Blackrock Aladdin