Investment Analyst

The Global Investment Lab is an integral part of Citi Global Wealth investments organization, dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions for high-net-worth relationships.  The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts. This role will have a focus on the EMEA region.

Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation.  The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the GWM and across Citi.

The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling.The team is responsible for Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)

The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client the GWM views and how to apply them to the client’s portfolio.

This position would suit a proactive and energetic analyst with keen business acumen, analytical mindset and the ability to manage his/her time around business priorities.  The opportunities for skill-set growth are high because of the wide range of subjects covered.

PRINCIPAL RESPONSIBILITIES:

Analysis & Advice

• Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies that may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, as per their investments goals.
• Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
• Collaborate with Bankers and Investment Counselors to develop objective, actionable proposals to clients.
• Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals. 
• Discuss and educate others – internally and externally - in work topics openly and confidently.
• Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
• Position relevant GWM’s global and regional themes.

Other

• Work with regional and global counterparts across the Global Lab and Citi for effective delivery of client solutions
• Participate in the development, education and rollout of global initiatives, analytical tools and methods.
• Consistently follow and support regulatory policies.

EXPERIENCE AND QUALIFICATIONS:

• Knowledge of financial markets, Modern Portfolio Theory, asset allocation, portfolio construction, & risk analytics,
• Solid knowledge of Investment products across Capital Markets and Managed Investments including derivatives and alternative investments.
• Familiarity with financial modelling (and statistical analysis tools.
• Strong written / verbal / proposal communication skills.
• Soft skills include a can-do attitude, sense of ownership and a team-player approach.
• Education: BA or BSc and beyond
• Strong Business English skills required

Desirable:

• Any additional languages
• Previous investments experience
• CFA designation or progress towards CFA

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. 

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.  

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.  

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: 

• Honesty, integrity and reputation 
• Financial soundness 
• Competence and capability 

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. 

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check

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

Job Family Group:

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

Job Family:

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

Time Type:

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

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 Citi’s EEO Policy Statement and the Know Your Rights poster.