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COVID-19:

The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Consumer Performance Reporting Manager

Job Req ID 22465417 Primary Location Stamford, Connecticut Job Category Private Client Product Services
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Citi Investment Management (CIM) is currently seeking an Investment Performance Analyst to join our team, primarily on the Consumer client base, but also to cross train and support Private Bank clients.  This role interacts with multiple teams within CIM including Senior Managers, Portfolio Managers, and clients – it is a great way to gain general knowledge about different facets of the Investment business.  Combining Portfolio Analysis, long term project work and daily problem-solving skills, the Performance Analyst is mission critical for CIM’s success and for our internal and external clients.  We are looking for bright motivated applicants and we can train you on any systems and tasks you are not familiar with.

Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products.


Responsibilities:

  • Primary contact for reporting questions from the Consumer Bank.
  • Analyze portfolio performance.
  • Interface with Investment Advisors on performance and reporting questions
  • Interface with the Pershing Albridge support team for day-to-day and long term issues and projects. 
  • In addition, cross train on the Private Bank Performance Reporting role:
    • Portfolio and performance analysis
    • Attribution
    • Utilize performance & analysis tools: Anova, Factset, and Bondedge
    • Monitor and validate the Performance calculations
    • Monitor and facilitate monthly composite creation and maintenance.

Qualifications:

  • Exceptional candidates who do not meet below criteria may be considered for the role provided they have the necessary skills and experience.
  • Experience in the asset management industry is preferred.
  • Strong written and verbal communication skills, analytical skills and technical insight
  • Ability to effectively handle multiple assignments
  • Strong attention to detail
  • Demonstrated ability to work both independently and as part of a team

Education:

  • Bachelor’s/University degree or equivalent.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Manager Research

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Time Type:

Full time

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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Job Family Group:

Private Client Product Services

-------------------------------------------------

Job Family:

Investment Manager Research

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Apply Now
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