Private Market Research Analyst, Citi

Citi

Location:
United States, New York ▼
Boston

Category:
Finance

Contract Type:
Employment contract

Salary:

192000.00 - 288000.00 USD / Year

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Job Description:

The Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's client base. The position will involve the analysis, diligence, structuring, and syndication of evergreen fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private BDCs, and private REITS.

Job Responsibility:

Lead the diligence, structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients
Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth clients
Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc.
Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors
Provide verbal and written updates to clients and respond to inquiries on investment offerings
Ongoing monitoring of existing evergreen product offerings including quarterly performance updates
Provide timely and frequent updates to global senior management
Understand and provide investment solutions to rapidly changing alternatives investment environment

Requirements:

BS/BA in finance, economics, accounting, mathematics, statistics, or related field required
master's degree preferred
CFA preferred
8-10 years relevant experience in real estate, private equity, or investment management
Prior experience with the onboarding and distribution of evergreen investment strategies
Superior written and verbal communication skills
Strong analytical and presentation skills
Strong organizational skills
Demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines
Must be able to work as an effective, collaborative team member in a global environment
Demonstrated problem solving ability
Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations)
Securities Industry Essentials Exam (SIE), Series 7, Series 66 required

Nice to have:

master's degree
CFA

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays
discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 25, 2025

Expiration:
October 31, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Private Market Research Analyst