Investment Counselor Lead, Citi

Citi

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

175900.00 - 195600.00 USD / Year

Save Job

Apply Position

Job Description:

Citibank, N.A. seeks an Investment Counselor Lead for its San Francisco, CA location. Duties include conducting in-depth quantitative and qualitative analysis to solve problems and develop new, innovative solutions, providing advice and guidance on markets and actionable investment ideas, and cultivating trusting relationships with new and existing ultra-high net worth clients of Citi Private Bank.

Job Responsibility:

Conduct in-depth quantitative and qualitative analysis to solve problems and develop new, innovative solutions
Provide advice and guidance on markets and actionable investment ideas
Cultivate trusting relationships with new and existing ultra-high net worth clients of Citi Private Bank
Build a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
Work across currencies, asset classes, markets, and jurisdictions
Engage and advise clients on brokerage activity and execute trades

Requirements:

Bachelor’s degree, or foreign equivalent, in Economics, Finance, Mathematics, or a related field, and five (5) years of experience in the job offered or in a related finance occupation performing asset and investment risk management activities
Evaluating current macroeconomic variables to assess impact on investor portfolios
Evaluating operations, business plans, and financial and economic forecasts to produce strategic and financial analyses relating to the execution of investment strategy and asset allocation
Preparing quantitative analysis using Monte Carlo simulation to incorporate content sourced from various financial data platforms including Bloomberg, FactSet, iCapital, and Morningstar to formulate investment options for clients
Analyzing and interpreting financial data to devise risk management solutions for multi-asset class portfolios
Providing client advisory services around the potential sale of assets (i.e., concentrated stock positions) and providing expert advice on derivatives and other bespoke financial instruments
Building detailed models using Excel to provide stakeholders with complex statistical analyses including modelling for illiquid assets for the purpose of hedging, diversifying, and disposing of positions

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
April 24, 2025

Expiration:
June 10, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Investment Counselor Lead

Citi

Location:United States, San Francisco

Category:Finance

Contract Type:Not provided