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Investment Product Risk Intermediate Analyst

https://www.citi.com/ Logo

Citi

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Location:
India , Mumbai

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Category:
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Salary:

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Job Description:

This role will report to and support the IFRM EMEA Head. They will be helping IFRM EMEA Head in overseeing the distribution of investment products and services across the Citi Global Wealth business in the EMEA region. IFRM professionals are involved in multiple aspects of offering investment products to individual investors - from business oversight and risk controls to new product approval and ongoing portfolio/ product monitoring. In this capacity, they will liaise closely with these businesses, offer guidance and challenge the business with regards to the suitability and fiduciary risks and monitor these risks as it pertains to the business’s activity. Developed communication, technical analysis, and diplomacy skills are required as the successful candidate will be expected to build strong relationships with both business and control function counterparts. They will also support IFRM EMEA Head in covering multiple aspects of sustainable investing (incorporating Environmental, Social and Governance (ESG) aspects) and overseeing Citi Global Wealth’s implementation of its global sustainable investment platform and the regulatory framework impacting ESG investing. They must understand the confluence between sustainable risks and suitability and fiduciary risks.

Job Responsibility:

  • Assist in organizing and analyzing intelligence on the positioning and activity within the aggregated portfolio of Citi clients across businesses to identify potential investment product risk issues
  • Facilitate meetings between IFRM and the business to review aggregated portfolio and client activity data and identify business risk issues
  • Day-to-day coordination and oversight of the covered business in the implementation of the firm’s suitability risk management framework, particularly in the context of local regulation
  • Monitoring and identifying suitability risk
  • Track instances of non-adherence to the firm’s investment sales and suitability risk management framework/ policy
  • Keep abreast of ESG related regulatory changes, new regulations, and internal policy changes through participation in various forums, including industry working groups, to develop an understanding of changes to the sustainability landscape
  • Monitor and analyze various ESG data to track trends and potential risks
  • Prepare materials for periodic presentations to Citi senior management, regulators, and other constituents

Requirements:

  • 4+ years of relevant work experience, preferably in or around wealth management or asset management
  • Bachelor’s/University degree in finance, economics, or related field
  • Candidates with experience or background in Insurance or Wealth Management is a must
  • Knowledge of investment products and demonstratable investment analytical capabilities
  • Knowledge of sustainable/ESG investing in wealth management industries
  • Knowledgeable in major global environmental and sustainability trends
  • Excellent analytical and detail-oriented skills for breaking down complex data
  • Attention to detail to manage and deliver large volumes of accurate information
  • Strong organizational and project management skills for planning, prioritizing, and driving tasks to completion
  • Relationship-building and collaboration skills for networking and team dynamics
  • Effective written communication and presentation skills for clear idea conveyance and creating user-friendly presentations
  • Proficiency in Microsoft Excel and PowerPoint for creating spreadsheets, charts, and presentations
  • Problem-solving and data analysis skills for managing control issues and interpreting financial risk management data
What we offer:
  • Access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Resources to manage financial well-being and plan for the future
  • Access to learning and development resources
  • Generous paid time off packages
  • Resources and tools to volunteer in the communities

Additional Information:

Job Posted:
March 20, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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