Senior Portfolio Construction & Analytics Architect

Citi; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Citi is seeking a Senior Portfolio Specialist in New York to deliver client-centric investment advice and analytics. The role involves bespoke asset allocation, portfolio optimization, and risk identification, aimed at supporting the strategic objectives of the Latin America region.

The ideal candidate will have a strong foundation in portfolio theory, communication skills, and fluency in Portuguese. Key responsibilities include translating investment views into actionable strategies while collaborating with client-facing teams.

Qualifications

• Advanced knowledge of financial markets and investment strategies.
• Excellent communication skills to all levels.
• Knowledge of capital markets and investment products.

Responsibilities

• Translate investment views into portfolio construction recommendations.
• Perform statistical modeling across asset classes.
• Interact with clients to present portfolio analysis.

Skills

Modern Portfolio Theory

Asset allocation techniques

Portfolio simulation

Risk analytics

Financial markets

Investment strategies

Fluency in Portuguese

Soft skills

Education

Master’s Degree / Ph.D. Degree in Finance, Engineering or related fields

Tools

Statistical analysis tools

Job description

Citi is seeking a Senior Portfolio Specialist in New York to deliver client-centric investment advice and analytics. The role involves bespoke asset allocation, portfolio optimization, and risk identification, aimed at supporting the strategic objectives of the Latin America region.

The ideal candidate will have a strong foundation in portfolio theory, communication skills, and fluency in Portuguese. Key responsibilities include translating investment views into actionable strategies while collaborating with client-facing teams.