Senior Portfolio Advisor

Citigroup Inc.; Beverly Hills (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills, and a strong market knowledge. They will ensure compliance with regulatory requirements and actively participate in the investment process. A Bachelor's Degree is required, and a Master's Degree is preferred. This role emphasizes collaboration and innovative thinking in a fast-paced environment.

Qualifications

• 10+ years of experience in investment strategy development and implementation.
• Excellent written and verbal communication skills in English.
• Deep knowledge of multi-asset class portfolio construction.

Responsibilities

• Drive centralized messaging around the CIO team's strategy.
• Collaborate on business development opportunities and strategic planning.
• Participate in the investment process with the CIO Strategy team.
• Partner with investment solutions teams to align recommendations.
• Ensure compliance with Citi policies and regulatory requirements.

Skills

Strategic thinking

Detail-oriented execution

Communication skills

Collaborative partnership

Market knowledge

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; interpersonal relationship management skills.
• Communication experience across a variety of audiences and medium.
• US Only: Securities Industry Exam (SIE) prerequisite to S7 & S66.

Education:

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

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.

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