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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
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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


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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.

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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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