Citi Global Wealth
Vor 2 Tagen
**Responsibilities**:
- Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
- Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
- Prospect / client interactions and support of sales / marketing initiatives (through preparation of pitches and portfolio reviews)
- Stay abreast of trends and news, maintain pro-active views, and communicate conclusions / recommendations concerning pertinent sectors, stocks and macroeconomic trends and developments
- Implement research views into portfolios in an efficient manner whilst minimising business risk
- Monitor risk of client accounts and utilise quantitative tools to analyse portfolio exposures, risk-factors and currency positioning
- Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
- Monitor existing investments and industry developments Participate in research coverage responsibilities including preparing analysis of certain companies/sectors, attending sell side conferences and corporate management meetings
- Interface with internal and external clients to support new business activities and client retention initiatives
**Qualifications / Skills**:
- Experience in finance / asset management industry
- Fluency in Spanish or Portuguese is required
- Strong academic record reflecting deep love for learning. Intellectually curious.
- Bachelor's/University degree
- CFA preferred, or eagerness to pursue Excellent written and verbal communication skills and interpersonal relationship management skills - EQ over IQ.
- Experience with face to face client interaction preferred.
- Strong analytical skills and technical insight - demonstrable mental acuity and flexibility.
- Understanding of risk factors that drive investment performance. Passion for markets and investing. Eagerness to pursue a career in portfolio management (as opposed to relationship management or sales)
- Demonstrated ability to work hard both independently and as part of a team. Strong and demonstrable work ethic is essential.
- Strong PC skills including Word, Excel, PowerPoint at a minimum, with Bloomberg and Charles River also preferred.
**Education**:
- Bachelor’s/University degree
Honesty, integrity and reputation
Financial soundness
- **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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
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