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Senior Portfolio Advisor

https://www.citi.com/ Logo

Citi

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Location:
United States , Beverly Hills ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

170000.00 - 300000.00 USD / Year
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Job Description:

The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.

Job Responsibility:

  • Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients
  • Collaborate with field leadership on business development opportunities and strategic planning on business targets
  • Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities
  • Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities
  • Partner with investment solutions teams to align priority recommendations to views and new product development
  • Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
  • Ensure 100% compliance on all Citi policies and regulatory requirements

Requirements:

  • 10+ years of experience, preferably in developing and implementing Investment strategies
  • Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners
  • Deep knowledge of markets and multi-asset class portfolio construction
  • In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business
  • Collaborative and excited to partner across practices and businesses
  • Excellent written and verbal communication skills in English are required for this role, coupled with interpersonal relationship management skills
  • Communication experience across a variety of audiences and medium
  • US Only: Securities Industry Exam, S7 & S66
  • NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  • Bachelor's Degree required / Master's Degree preferred
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
April 23, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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