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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 Manager

Job Req ID 21379983 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 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. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen the investment management, research, and portfolio construction capabilities of CIM’s strategies. The candidate will be responsible for the daily management of CIM portfolios and will be a critical contributor to the investment team, with responsibilities related to both investment management and client service functions.


  • Daily management of discretionary multi-asset class portfolios including monitoring, periodic rebalancing, and coordinating with banking and portfolio implementation teams around trading and other portfolio management issues.
  • Work directly with investment management research as well as internal and third party managers used in portfolios to stay abreast of performance and positioning and assist with the preparation of periodic performance reviews.
  • Run portfolio construction analytics and ad hoc analysis to support portfolio decisions.
  • Engage with various internal groups on a daily basis including banking teams; risk oversight; trading and implementation; and legal and compliance as needed to support portfolio management and client activity.
  • Coordinate with internal constituents to enhance reporting capabilities and operational processes supporting the business.
  • Develop new analytical tools to support all aspects of portfolio management and reporting.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


  • 15+ years of direct experience in the asset management industry, preferably in a multi-asset class portfolio management role.
  • Excellent written and verbal communication skills and interpersonal relationship management skills.
  • ESG investing experience a plus.
  • Strong analytical and computer skills preferred, specifically Excel (VBA strongly preferred), Bloomberg, FactSet, Morningstar; other programming/coding skills welcome.
  • Experience with face-to-face client interaction.
  • Competency in mathematics pertaining to portfolio and risk management.
  • Strong organization skills, work ethic, attention to detail, and ability to manage multiple tasks and requests from various parties in a timely and efficient manner.
  • Team-oriented but also a self-starter willing to initiate new ideas and see the implementation through to the finish line.
  • Strong communication skills and ability to clearly articulate complex topics to various internal and external audiences.
  • Understanding of risk factors that drive investment performance.
  • Expected travel:  30% of time.


  • Bachelor’s/University degree, Master’s degree preferred.


Job Family Group:

Private Client Product Services


Job Family:

Investment Portfolio Management


Time Type:


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.

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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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