Senior Portfolio Architect & Analytics - Latin America

Citigroup Inc.; New York (NY); On-site; USD 211,280 - 316,920; Full time

Job summary

Citigroup Inc. in New York seeks a Senior Portfolio Specialist to translate Citi Wealth CIO investment views into client‑facing portfolio construction recommendations and analytics.

You will design bespoke asset allocation strategies, perform in‑depth risk and performance analysis, and develop scalable self‑service tools for advisor teams. The role requires advanced portfolio theory knowledge, fluency in Portuguese, and 30%+ travel.

Qualifications

• Advanced knowledge of Modern Portfolio Theory and asset allocation.
• Master’s or PhD in Finance or Engineering.
• Experience with financial modelling and statistics.
• Excellent communication skills across levels.

Responsibilities

• Translate Citi Wealth CIO views into concrete portfolio construction recommendations and client-facing analytics.
• Design customized asset allocation strategies using proprietary models.
• Perform in-depth analysis on investments and portfolios across asset classes.
• Develop objective proposals for clients and present analyses.
• Contribute to scalable, self-service analytical tools for advisor teams.

Skills

Modern Portfolio Theory

Asset allocation

Portfolio simulation

Risk analytics

Capital markets

Derivatives

Financial modelling

Communication skills

Portuguese language

Teamwork

Education

Master’s or PhD in Finance/Engineering

Job description

Citigroup Inc. in New York seeks a Senior Portfolio Specialist to translate Citi Wealth CIO investment views into client‑facing portfolio construction recommendations and analytics.

You will design bespoke asset allocation strategies, perform in‑depth risk and performance analysis, and develop scalable self‑service tools for advisor teams. The role requires advanced portfolio theory knowledge, fluency in Portuguese, and 30%+ travel.