Investment Associate Lead - C13 - MIAMI

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Job Overview

The role of the Investment Associate is to support Investment Counselors in their role of delivering investment solutions to clients. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment ideas and solutions. The position is an apprentice role that for the right candidate creates the path to a role as an Investment Counselor with a book of clients.

Job Requirements

• Support the team by executing trades for clients’ portfolios.
• Support Investment Counselors with the production of reports, collecting information for clients, monitoring of clients’ portfolios, as well as idea generation.
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Be up to speed on CPB Private Bank’s Investment Committee’s views as well as all platform solutions.
• Attend internal and external meetings to stay current on financial markets, and products and services.
• Collaborate in the data gathering and production of financial reports for the management of the region.
• Work with IC heads in ad ‘hock projects, related not only to investments, but also to the strategic management of the group.
• 5-8 years of experience.
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Counselor

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Time Type:

Full time

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Primary Location:

Miami Florida United States

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Primary Location Full Time Salary Range:

$145,040.00 - $217,560.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 11, 2025

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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.

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