Citi Wealth - Private Equity & Real Estate - Product Development Analyst

Position:  PE RE Product Development Analyst

The Citi Wealth Private Equity & Real Estate Product Development Analyst is a member of the Citi Wealth Alternatives and Investment Managers Solutions Product Management team, and reports into the Head of Alternative Investments Product Management. The PE and RE arm of the Alternatives team sources, researches and launches 10-12 private equity and real estate funds per year.  The role of Product Development Manager involves working closely with and through multiple teams across Citi to launch and close products offered by the team. Specific areas of responsibility include: 

•    Working with legal and research on structuring of offering;
•    Working with legal, tax, risk, compliance, operations and finance on legal documents, marketing materials; and managing the product approval process;
•    Coordinating with fund managers in marketing documents preparation, and in setting up subscriptions, operations and after sales support process;
•    Preparing the operations process template and organizing and leading operations calls; coordinating with operations and fund administrator on subscriptions and closing processes;
•    In collaboration with legal and compliance, making certain fund offerings are in compliance with regional regulations including Singapore MAS filing, AIFMD, CISA, RDR, PRIIPs, MiFID II and US Volcker Rule;
•    Preparing intranet product page and launch templates; working with the IT teams to upload offering docs onto the systems;
•    Ownership of subscription form and working with IT team to enable digital signing for a seamless guided experience;
•    Organizing launch announcements, training and launch calls;
•    Maintaining and updating offering documents as needed on an ongoing basis during the marketing period;Working with and communicating to Finance on the fee accrual process;
•    Sales and revenue tracking and reporting;
•    Assist with preparing Monthly Business Review Presentations and Pipeline Reviews
•    Assisting and coordinating with the investment counselors and bankers in the distribution and sales process (e.g. answering questions on sub-docs and fund offering terms/details);
•    Platform investment performance tracking;

•    Managing projects associated with ensuring compliance with global regulatory standards.

Qualifications

•    BS/BA in Finance, Accounting, Economics, Business or related field preferred.
•    Background or previous involvement in investment management preferred.
•    Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
•    Strong organizational skills and attention to detail, with the demonstrated ability to work productively and efficiently in a fast-paced global environment with multiple projects and deadlines. An ability to balance providing direction with offering assistance.
•    Strong analytical skills.
•    Facility with Excel, Word, Adobe and PowerPoint.
•    Familiarity with navigating Citi Wealth global operations a plus

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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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