Investment Assoc Intmd Analyst - C11 - NEW YORK

The Investment Assoc Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• The role of the Investment Associate is to provide a wide variety of service and investment advice to an institutional client base within the United States. The position focuses on servicing clients of Citi by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
• Support the senior members of the investment team in their delivery of investment solutions to clients through proposals, solution pitches, and general client book management.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of Citi Wealth’s Investment Committee.
• Prepare and advise on investment policy statements for prospective clients
• Monitor client asset allocations to ensure they are in their requested guidelines and targets. Collaborate with the team to rebalance as necessary.
• Analyze economic trends/activities and how these may affect a client portfolio. Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base. Assist with prospect research and introductory meetings.
• Collaborate with the RFP team to generate responses to RFP questions, provide data and proposals, and coordinate the RFP process to completion.
• Prepare with and present on prospect finals presentations with the institutional and banking teams to ensure the team is coordinated and cohesive with the pitch.
• Assist in the execution of investment solutions and trades.
• Coordinate onboarding of new clients with bankers and portfolio implementation
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Wealth.
• Spearhead regular client reporting efforts to ensure client holdings are shown in the most comprehensive and informational way, incorporating client guideline benchmarks and targets.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• 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:

• 2-5 years relevant experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Strong financial background, 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)

Education:

• Bachelor's/University degree or equivalent experience

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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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Anticipated Posting Close Date:

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Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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