Citi Group Head Portfolio Strategy - C16 NEW YORK 

United States, New York, New York 

541080817

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

Anticipated Posting Close Date: