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Manager Research Equity Analyst

Job Req ID 21364195 Primary Location Stamford, Connecticut Job Category Research
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Working closely with Citi Private Bank’s (CPB) Global Head of Portfolio Solutions and the head of Equity Investment Manager Research, this role will focus on equity investments within CPB’s third-party traditional equity manager global research standards of practices. Prime responsibilities will be investment manager research and due diligence, oversight and maintenance functions on traditional, long-only separate account managers (SMAs), U.S. mutual funds, offshore mutual funds, and exchange-traded funds.

The position requires an individual with knowledge of the investment management industry, ability to source third-party fund managers and provide periodic investment manager research and due diligence, oversight and maintenance functions. The individual is expected to be able to work in a team environment with day-to-day responsibilities focused on driving Citi’s equity fund manager research and selection. This role’s responsibilities will also require close interaction and partnership with global product management functions and regional investments sales teams in Asia, Latin America, Europe and North America.

Investment Manager Research responsibilities focus on traditional, long-only equity managers, as well as selected regulated U.S. ’40 act mutual funds, and offshore equity funds (mostly UCITs) across broad global equity asset categories.


  • Working with the Global Managed Investments (GMI) Investment Manager Research (IMR) and Due Diligence teams, this role supports Citi Private Bank’s third-party traditional investments offering of equity focused offshore mutual funds, U.S. mutual funds, separately managed accounts (SMAs) and exchange-traded funds (ETFs).
  • Drive third-party fund sourcing, research, selection and due diligence functions (both initial and ongoing), with responsibility for equity research coverage of CPB’s universe of third-party fund managers.
  • Establish and maintain minimum high quality standards and best in class practices at global manager research team level.
  • Establish strong knowledge and expertise of regional CPB business, local markets, and client requirements, as a means for strategic input into CPB Manager Research’ global business strategy.
  • Liaise closely with other key third party fund stakeholders throughout CPB, including CPB Global Product Management, regional Investment Sales teams, CPB Office of the CIO, CPB Investment Labs, CPB Citi Investment Management (CIM) Group, and internal sales channels clients including bankers/ICs.
  • Candidate must have a passion for investing, and willingness to research and discuss constructively investment ideas with other members of CPB’s combined Global Manager Research team.
  • Foster strong positioning of third party research capabilities and function within CPB and Citi more broadly, through internal and external communications/marketing/networking.
  • Interaction with both existing and prospective third party fund providers, to identify specialist, bespoke or exclusive solutions, and partnership opportunities.


  • Individuals should have a passion for investing, and willingness to source, research and discuss investment ideas in close conjunction with team colleagues locally and globally, as a basis for providing high quality investment strategies to CPB and its clients.
  • High aptitude for problem analysis and resolution.
  • Strong organization skills essential
  • Strong communication skills, both verbal and written
  • Previous experience using industry standard software packages, including Morningstar Direct, Style Advisor (Zephyr), eVestment Alliance, etc.
  • The candidate must possess strong quantitative and deductive reasoning skills and be IT proficient, particularly with Excel and PowerPoint.


  • Role particularly suited to candidates with expertise as a lead analyst in coverage of offshore and onshore equity mutual funds as well as separately managed accounts.
  • Previous exposure to quantitative and qualitative manager analysis is beneficial
  • Preference for candidates with past experience covering global, international and emerging market equity asset classes
  • Proven experience in a client focused, deadline driven financial services business required
  • Experience working within a private client or asset management business is a plus.
  • Current CFA or actively pursuing a plus.
  • Candidates should have Series 7 and 66 licenses.
  • Bachelor’s/University degree, Master’s degree a plus.


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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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