Equities Analyst, Private Bank

Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM’s strategies.The candidate will be responsible for the daily management of CIM portfolios under the guidance of the team’s senior portfolio manager(s).

Responsibilities:

• Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
• Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
• On-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives
• Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
• Implement research views into portfolios
• Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
• Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
• Monitor existing investments and industry developments
• Participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings
• Interface with internal and external clients to support new business activities and client retention initiatives
• 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:

• 6-10 years of direct experience in the asset management industry, preferably in a portfolio management role
• Strong academic record
• Bachelor's/University degree, Master's degree preferred
• CFA preferred
• Excellent written and verbal communication skills and interpersonal relationship management skills
• Experience with face to face client interaction
• Strong analytical skills and technical insight
• Understanding of risk factors that drive investment performance
• Demonstrated ability to work both independently and as part of a team

Education:

• Bachelor’s/University degree, Master’s degree preferred

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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