Portfolio Advisory Strategist – Investment Solutions

Citi; New York (NY); Vor Ort; USD 130.000 - 210.000; Vollzeit

Zusammenfassung

Citi in New York seeks a Portfolio Advisor to support the Head of Portfolio Advisory and Senior Portfolio Advisors at Citi’s headquarters. The role partners with the CIO team to communicate investment views, support field engagement, and help set meeting agendas.

You will contribute to investment solutions, mentor junior staff, and collaborate across Investment Solutions, Strategy, and field teams while ensuring compliance with Citi policies.

Qualifikationen

• 5–7 years of experience developing, implementing, and communicating investment strategies.
• Attention to detail and quality with ability to balance strategy and process.
• Solid knowledge of markets and multi-asset class portfolio construction.
• Strong understanding of the industry and competitors’ products/services.
• Collaborative and able to partner across practices and businesses.
• Excellent written and verbal communication skills in English with strong interpersonal relationship-management skills.
• US only: Securities Industry Exam, S7 & S66 or equivalent S63 & S65 within 150 days of starting the role.

Aufgaben

• Assist in driving and communicating centralized messaging around CIO team strategy, views, and performance to the field and clients, including via global sales calls.
• Collaborate with the broader CIO team on messaging and advisor needs.
• Collaborate with the CIO Strategy team in developing supporting content for CIO investment views.
• Collaborate with Investment Solutions teams to align CIO views and implementation recommendations and new product development.
• Training/mentoring junior team members.
• Contribute to team efforts for client meeting preparation and follow-ups.
• Ensure compliance with all Citi policies and regulatory requirements.

Kenntnisse

Investment strategy development

Portfolio construction

Communication skills

Relationship management

Attention to detail

Collaboration

Ausbildung

Bachelor’s Degree

Jobbeschreibung

Citi in New York seeks a Portfolio Advisor to support the Head of Portfolio Advisory and Senior Portfolio Advisors at Citi’s headquarters. The role partners with the CIO team to communicate investment views, support field engagement, and help set meeting agendas.

You will contribute to investment solutions, mentor junior staff, and collaborate across Investment Solutions, Strategy, and field teams while ensuring compliance with Citi policies.