The Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO), dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions across different Citi Wealth client segments. The position is responsible for delivering client-centric investment advice and analytics, contributing to the strategic objectives of the Latin America region and supporting the broader Citi Wealth CIO investment framework.
Our approach to work with clients on achieving their investment objective, and translating the CIO's global investment views into sophisticated, client-specific implementation plans — drawing on the best global thinking and customizing it to the needs of each client's particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards colleagues across Citi Wealth and Citi as a whole.
The Senior Portfolio Specialist will have the opportunity to conduct bespoke asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. Innovation remains a cornerstone of the team's approach. The team is responsible for three key areas:
This position would suit a proactive, energetic and quantitatively oriented investment professional with an analytical mindset and the ability to communicate complex solutions to clients clearly.
Responsibilities
Analysis & Advice
Other
Experience and Qualifications
Desirable:
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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Job details are sourced from the employer's original posting.
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Citibank, N.A. is a multinational investment bank and financial services corporation.