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Citi Investment Management (CIM) is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $25 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our Multi-Asset Class Solutions (MACS) team, a $20 billion unit that is responsible for full discretion portfolios across traditional and alternative asset classes. The candidate will be responsible for the ongoing management of MACS portfolios under the guidance of the team’s senior portfolio manager(s) and will also play an active role in positioning the team’s strategies with Citi Wealth advisors and end clients.
Job Responsibility:
Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
Aid in the continued enhancement of MACS’ value proposition with clients and prospects
Development of external facing content and liaison with various partners in the creation of materials with partner teams
Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
On-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives
Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
Implement research views into portfolios
Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
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 and attending sell side conferences and corporate management meetings
Interface with internal and external clients to support new business activities and client retention initiatives
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Requirements:
6-10 years of direct experience in the asset management industry, preferably in a portfolio management role