Senior Portfolio Advisor

Citi; Beverly Hills (CA); On-site; USD 170,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating on business development, and participating in the investment process.

The role demands a high degree of adaptability and a commitment to delivering exceptional results in a dynamic environment. Attractive benefits include comprehensive medical coverage and paid time off.

Qualifications

• 10+ years of experience in investment strategy.
• Excellent communication skills in English.
• Deep knowledge of markets and portfolio construction.

Responsibilities

• Drive messaging around CIO Team’s strategy and performance.
• Collaborate on business development and strategic planning.
• Participate in the investment process and underwriting recommendations.

Skills

Investment strategy development

Market knowledge

Communication skills

Interpersonal relationship management

Attention to detail

Education

Bachelor's Degree

Master's Degree

Job description

Role

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.

Responsibilities

• 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).

Education

• Bachelor’s Degree required / Master’s Degree preferred.

Salary

$170,000.00 – $300,000.00 per year. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Legal and Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.