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Citi Group Head Portfolio Strategy - C16 NEW YORK 
United States, New York, New York 
541080817

29.05.2025

Responsibilities:

  • Articulate compelling global and regional investment themes, effectively positioning our solutions and strategies internally and externally
  • Help develop and communicate the organization’s market and economic views, and how these views translate into portfolio strategy
  • Thorough understanding of portfolio construction, risk management issues, and quantitative methods for evaluating investment portfolios
  • Implement best practices in investment research methodologies among the team continuously reviewing research processes to enhance breadth, accuracy and high quality of data research
  • Mentor and develop capabilities of research analysts on the team
  • Establish and conduct risk assessments in current research practices
  • Must have marketable communication enabling advisors to maintain strong relationships with clients by providing sound fiduciary investment management advice aligned with CIO's investment strategies
  • Monitor investment themes and support the development of asset allocation views

Qualifications:

  • Advanced Technical knowledge of asset allocation and portfolio construction
  • Attention to detail in financial modeling and forecasting
  • Thorough understanding of risk management issues, and quantitative methods for evaluating investment portfolios
  • Experience applying financial modeling and statistical analysis tools
  • Knowledge of a wide range of asset classes, financial instruments, and strategies
  • Strong client-facing skills
  • Excellent communication skills
  • Proven Partnership and Collaboration skills
  • Research content must be marketable and actionable
  • Travel: 25%+

Education:

  • Bachelor's degree in finance, economics or related field. Master's degree strongly preferred
  • Minimum of ten years in investment research or portfolio management of ultra-high net worth clientele
  • Profession certificates such as CFA (Chartered Financial Analyst) is a plus
Private Client Product ServicesInvestment Strategy

Full timeNew York New York United States$250,000.00 - $500,000.00



Anticipated Posting Close Date:

May 29, 2025

View Citi’s and the poster.