Skip to main content

Careers

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.

Portfolio Associate – Portfolio Solutions

Job Req ID 22484013 Primary Location Stamford, Connecticut Job Category Private Client Product Services
Apply Now

Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary basis for HNW and UHNW clients.  With approximately $100 billion in assets under management globally, CIM manages a broad suite of investment strategies within single and multi-asset class products.  CIM is currently seeking a portfolio associate for its Portfolio Solutions team.  

Position Responsibilities:

  • Support Portfolio Managers (PM) in understanding client investment objectives, portfolio construction, and portfolio execution
  • Ensure client portfolios are being managed consistently according to guidelines, track account changes and movements and coordinate timely investment for new portfolios and liquidation for closed accounts
  • Prepare trade orders for portfolios and work in conjunction with PMs and traders to ensure trades are executed
  • Assist with rebalancing and model updates across multiple account types
  • Ensure overdrafts are monitored and returns for cash are maximized.  Monitor cash and portfolio additions and withdrawals
  • Act as an intermediary between PMs and operations on administrative matters (i.e. Account opening / closing assistance, money and security transfers, banking activities, etc.)
  • Assist with client presentations, proposals and account reviews.

Position Requirements:

  • 5-7 Years of experience in a role supporting an asset management business
  • Knowledge of financial markets
  • Knowledge of asset allocation techniques and implementation tools such as investment strategy, investment process, performance and structure.
  • Bachelor's Degree required, preferably in finance, accounting, business or related field
  • CFA Level 2 or 3 candidate preferred
  • Effective relationship management skills with strong client focus
  • Highly motivated self-starter, results-driven and teamwork oriented
  • Excellent presentation and communication skills

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

Job Family Group:

Private Client Product Services

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

Job Family:

Investment Portfolio Management

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

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
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs