Senior Portfolio Advisor LATAM

Citi; New York (NY); On-site; USD 170,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Wellness programs

Job summary

Citi is seeking a Senior Portfolio Advisor in New York, who will identify and present investment opportunities to clients while providing critical macroeconomic analysis. The ideal candidate will have over 15 years of experience and possess strong quantitative and communication skills. This role requires collaboration with the Global Chief Investment Strategist and the Investments Lab.

Benefits include a competitive salary ranging from $170,000 to $300,000 and comprehensive employee benefits including medical, dental, and wellness programs.

Qualifications

• 15+ years of experience in finance or related field.
• Ability to work in both team and individual settings.
• Strong commercial awareness and authority in investment strategies.

Responsibilities

• Identify investment opportunities and present them to clients.
• Provide macroeconomic and political analysis relevant to investments.
• Coordinate the delivery of the Global Investment Committee's messages.

Skills

Quantitative skills

Written and presentation skills

Strong communication skills

Spanish speaking

Education

Bachelor's/University degree

Master's degree preferred

Job description

The Senior Portfolio Advisor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:

• The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums. The role will report to the Global Chief Investment Strategist. The advisor should provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets. Will represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner.
• Define and present to the sales force CPB's Regional Views in consultation with Citi Research regional analysts and local markets units.
• Provide Regional Input to Global Investments Committee.
• Write periodical Regional View papers.
• Coordinate successful delivery of GIC's message in the region.
• Transmit Global Investment Committee views to the field and to CPB Clients.
• Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps.
• Lead the regional discussion of implementation strategies and action plans for CPB Global Themes.
• Participate actively in region's Sales and Research Calls.
• Coordinate successful rollout of CPB Global Outlook.
• Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views.
• Contribute periodically to Quadrant and other CPB Publications.
• Participate in Sales Calls with Clients and Prospects.
• 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.

Qualifications:

• 15+ years of experience
• Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting.
• Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting.
• Strong communication skills, including full Spanish speaking.
• US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree, master's degree preferred

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Strategy

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

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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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