Senior Portfolio Architect & Analytics Lead

Citi; New York (NY); On-site; USD 211,000 - 317,000; Full time

Benefits offered by this job

Discretionary incentive

Wellness programs

Paid time off

401(k)

Job summary

Citi Wealth CIO is seeking a Senior Portfolio Specialist in New York to translate global investment views into actionable asset allocation and portfolio construction for high-net-worth clients.

The role involves bespoke analytics, risk assessment, and the development of client-specific strategies, with opportunities to build scalable tools and present recommendations to bankers and clients.

Qualifications

• Advanced knowledge of Modern Portfolio Theory and asset allocation techniques.
• Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments.
• Knowledge with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools.

Responsibilities

• Fully own and drive the process on a client by client basis of translating Citi Wealth CIO global and regional investment views into concrete asset allocation recommendations on a whole portfolio basis across both public and private market asset classes.
• Design customized asset allocation strategies for clients' portfolios using proprietary models and tools.
• Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
• Perform statistical modeling across asset classes, including building in-house applications that allow insights to be scaled across the investment organization.
• Develop objective, actionable proposals for clients.
• Interact with clients to present and discuss portfolio analysis and investment proposals.
• Partner with regional leadership from the client organization to identify and address market-specific strategic priorities, delivering tailored outputs that reflect the unique needs and behaviors of each market and support the region's agenda.
• Partner with manager selection and product teams across Citi Wealth to deliver whole portfolio solutions to clients

Skills

Modern Portfolio Theory

Asset allocation

Portfolio simulation

Risk analytics

Financial markets

Investment strategies

Education

Degree in Economics, Mathematics, Finance, Engineering

Tools

Monte Carlo simulation

Statistical analysis tools

Job description

Citi Wealth CIO is seeking a Senior Portfolio Specialist in New York to translate global investment views into actionable asset allocation and portfolio construction for high-net-worth clients.

The role involves bespoke analytics, risk assessment, and the development of client-specific strategies, with opportunities to build scalable tools and present recommendations to bankers and clients.