Lead the diligence, structuring, and negotiation of International focused private equity and real estate investment opportunities for Citi Wealth r clients.
Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth global client base.
Prepare and present investment memorandums to Citi’s internal investment and risk committees; this includes quantitative and qualitative analyses used in evaluating potential investments.
Prepare relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts of newly launched investment offerings.
Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings.
Provide verbal and written updates to clients and respond to inquiries on investment offerings.
Ongoing monitoring of legacy platform private equity and real estate investments including quarterly updates, attending manager meetings and summary memorandums.
Provide timely and frequent updates to global senior management.
Skills & Experience
Extensive experience in real estate, private equity, or investment management.
Prior experience investing in private equity or real estate investment funds; direct investment experience structuring vehicles a plus.
Demonstrated problem solving ability and drive to leverage available resources to create solutions and suggestions for senior team members.
Strong negotiation, analytical skills, and presentation skills.
Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations).
Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment.
Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines.
Must be able to work as an effective, collaborative team member in a global environment as well as independently lead tasks, as necessary.
Ability to travel.
Education
CFA qualification Preferred
BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree.
Private Client Product ServicesInvestment Manager Research