Strategic Portfolio Advisor, North America

Citigroup Inc.; Beverly Hills (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills, and a strong market knowledge. They will ensure compliance with regulatory requirements and actively participate in the investment process. A Bachelor's Degree is required, and a Master's Degree is preferred. This role emphasizes collaboration and innovative thinking in a fast-paced environment.

Qualifications

• 10+ years of experience in investment strategy development and implementation.
• Excellent written and verbal communication skills in English.
• Deep knowledge of multi-asset class portfolio construction.

Responsibilities

• Drive centralized messaging around the CIO team's strategy.
• Collaborate on business development opportunities and strategic planning.
• Participate in the investment process with the CIO Strategy team.
• Partner with investment solutions teams to align recommendations.
• Ensure compliance with Citi policies and regulatory requirements.

Skills

Strategic thinking

Detail-oriented execution

Communication skills

Collaborative partnership

Market knowledge

Education

Bachelor’s Degree

Master’s Degree

Job description

Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills, and a strong market knowledge. They will ensure compliance with regulatory requirements and actively participate in the investment process. A Bachelor's Degree is required, and a Master's Degree is preferred. This role emphasizes collaboration and innovative thinking in a fast-paced environment.