Wealth - CIO Global Equity Portfolio Strategist - Senior Vice President

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Job Overview

Role Summary

Citi Wealth’s CIO Portfolio Strategy & Research team is seeking an experienced SVP‑level Fundamental Equity Analyst with deep expertise in the Technology sector and the capability to extend a repeatable research framework across adjacent industries. This role is a key contributor to CIO investment views and portfolio positioning – linking rigorous bottom‑up analysis with clear, actionable sector recommendations, implementation insights, and client‑ready narratives. This role reports directly to the Head of Portfolio Strategy.

The ideal candidate brings a differentiated perspective on structural growth and disruption themes – including AI/software, semiconductors, digital platforms & media, payments modernization, fintech enablement, and memory cycles – and can operate with speed and precision through earnings seasons and market inflection points. Immediate comfort presenting to senior CIO stakeholders is essential; expectation is for some client-facing responsibilities as role progresses.

Key Responsibilities

Portfolio Strategy Integration & Implementation

• Translate fundamental research into actionable sector views, risk framing, and position‑sizing guidance for CIO forums, model portfolios, and tactical allocation discussions.

• Ability to link technology and equity insights into macro implications – productivity, growth, inflation – that directly impact portfolio conclusions.

• Partner with portfolio strategists to evaluate factor and regime dynamics (e.g., duration, quality, cyclicality, profitability, concentration/crowding).

• Provide practical implementation guidance, including preferred expressions, hedging considerations, and downside scenario mapping.

• Collaborate with Capital Markets team on tactical, single name, and thematic basket trade ideas.

Thematic Development

• Lead or co‑lead development of investable themes aligned with CIO strategic priorities (e.g., AI infrastructure build‑out, cybersecurity, digital infrastructure, payments transformation).

• Establish thesis signposts, monitoring frameworks, and clear criteria for evaluating changes in conviction.

Senior Stakeholder Engagement

• Present concise, decision‑ready insights in CIO and allocation forums; produce high‑quality written content including notes, briefs, and client‑facing materials.

• Collaborate with cross‑asset partners across Citi (Rates, FX, Credit, Commodities) to contextualize sector performance across macro, liquidity, and market‑regime environments.

Qualifications

• 6+ years of fundamental equity research experience (sell‑side or buy‑side), with substantial coverage in Technology and/or Communication Services.

• Demonstrated track record of high‑quality, insight‑driven fundamental work.

• Ability to connect bottom‑up analysis with top‑down context and articulate portfolio implications clearly.

• Strong executive presence and comfort presenting to senior CIO leadership.

• Exceptional writing skills with the ability to produce concise, client‑ready materials under tight deadlines.

• Competence in advanced analytical tools; Excel, Python proficiency a plus for building trackers, dashboards, and repeatable processes.

• Experience partnering with portfolio managers or strategists and contributing to allocation or portfolio‑construction decisions.

Competencies

• Independent judgment and intellectual honesty.

• Clear bias toward actionability and clarity of communication.

• Composed, organized execution in fast‑moving environments.

• Collaborative mindset across strategy and cross‑asset research teams.

• Strong ownership mentality and accountability.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Strategy

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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:

$192,000.00 - $288,000.00

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:

Feb 19, 2026

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