Senior Portfolio Analytics & Construction Lead
Austin NAWIC
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Job summary
Citi seeks a Senior Portfolio Specialist to translate global and regional investment views into concrete, client-facing portfolio construction solutions. You will design asset allocations, run bespoke analytics, and support scalable tools for Citi Wealth CIO execution.
Ideal candidates have Masters/PhD inFinance or related fields, strong modelling and Monte Carlo skills, and fluent Portuguese. Travel and cross-regional collaboration are expected to support Latin America initiatives.
Qualifications
- Strong knowledge of modern portfolio theory and asset allocation.
- Experience with risk analytics and portfolio construction.
- Proficient financial modelling and Monte Carlo simulation.
- Comfort communicating complex concepts to clients and teams.
Responsibilities
- Translate Citi Wealth CIO views into client-facing portfolio solutions.
- Develop innovative analytics tools for scalable use by teams.
- Design customized asset allocation strategies for client portfolios.
- Perform in-depth analysis of investment products and portfolios.
- Present proposals to clients and educate stakeholders internally.
Skills
Education
Job description
Citi seeks a Senior Portfolio Specialist to translate global and regional investment views into concrete, client-facing portfolio construction solutions. You will design asset allocations, run bespoke analytics, and support scalable tools for Citi Wealth CIO execution.
Ideal candidates have Masters/PhD inFinance or related fields, strong modelling and Monte Carlo skills, and fluent Portuguese. Travel and cross-regional collaboration are expected to support Latin America initiatives.
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