Senior Portfolio Advisor LATAM

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

A leading financial services company is seeking a Senior Portfolio Advisor in New York City to identify and present investment opportunities. This role requires 15+ years of experience and strong skills in quantitative analysis, communication, and Spanish. You will assess macroeconomic trends and work closely with clients and various teams to enhance investment strategies. Competitive salary and benefits package are included, reflecting the importance of this strategic position.

Qualifications

• 15+ years of experience in investment strategies and portfolio management.
• Strong quantitative, written, and presentation skills.
• Ability to work both independently and in teams.

Responsibilities

• Identify short- and long-term investment opportunities for CPB investors.
• Coordinate the delivery of GIC's messages in the region.
• Represent global macroeconomic views in client meetings.

Skills

Quantitative skills

Presentation skills

Communication skills

Teamwork

Spanish speaking

Education

Bachelor's degree

Master's degree preferred

Job description

The Senior Portfolio Advisor is a strategic professional who closely follows latest trends in their field and adapts them for application within their job and the business. Recognized subject matter expert within one area. Strong commercial awareness is necessary. The role requires advanced judgment and the ability to conduct in-depth quantitative or qualitative analysis to solve problems and develop innovative solutions. They are expected to think beyond existing solutions and significantly impact the function and business through strategic decision making.

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, provide surveillance of emerging macroeconomic and political developments across the region, and work with Citi Research analysts and product specialists to identify individual investment opportunities across fixed income, equities and currency markets.
• Represent the team's global macroeconomic views in client meetings throughout the region and express these views clearly and concisely.
• Define and present to the sales force CPB's Regional Views in consultation with Citi Research regional analysts and local market units.
• Provide regional input to the Global Investments Committee.
• Write periodic regional view papers.
• Coordinate the 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 specialists to define strategies to close such gaps.
• Lead the regional discussion of implementation strategies and action plans for CPB global themes.
• Participate actively in the region's sales and research calls.
• Coordinate successful rollout of CPB Global Outlook.
• Work closely with the RIH, IC Team Leaders and Product Heads to help 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 consideration for the firm's reputation and safeguarding Citigroup, its clients and assets. Ensure compliance with applicable laws, rules, regulations, policies, ethical judgment, and report control issues transparently.

Qualifications

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

Education

• Bachelor's/University degree; master’s degree preferred.

Job Information

Job Family Group: Private Client Product Services
Job Family: Investment Strategy
Time Type: Full time
Primary Location: New York, New York, United States
Salary Range: $170,000.00 - $300,000.00

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 vacation, unplanned sick leave, and paid holidays. For additional information regarding employee benefits, visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

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