Investment Assoc Intmd Analyst Officer

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Job Overview

The Investment Associate 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. Citi Global Wealth offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. Citi Global Wealth delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. Citi Global Wealth is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.

Responsibilities:

• The role of the Investment Associate is to help support the senior members of the investment team servicing Canada in their delivery of investment solutions to clients.

•  Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.  

• Prepare investment policy statements for prospective clients 

• Analyze economic trends/activities and advise the effects on the investors’ portfolios

• 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

• In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades. 

• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.

• Develop relationships, communicate and liaise with internal business partners from different affiliates globally

Qualifications/Education

• BA degree with a concentration in economics, finance, business administration, commerce accounting, or similar quantitative field. 

• At least 2 years of prior professional experience or related occupation

• Self-motivated

• Able to work without direction

• Ability to communicate with co-workers and clients

• Excellent written and communication skills

• Strong financial background

• CFA Level 1 is preferred; Series 7, 31, and 63 exams required. The ability to be dual registered in the United States and Canada is required.

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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:

New York New York United States

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Primary Location Full Time Salary Range:

$107,960.00 - $150,640.00

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:

Sep 15, 2025

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