Citi Group Investment Assoc Intmd Analyst - C11 NEW YORK 

United States, New York, New York 

756427704

Responsibilities:

• The role of the Investment Associate is to provide a wide variety of service and investment advice to an institutional client base within the United States. The position focuses on servicing clients of Citi by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
• Support the senior members of the investment team in their delivery of investment solutions to clients through proposals, solution pitches, and general client book management.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of Citi Wealth’s Investment Committee.
• Prepare and advise on investment policy statements for prospective clients
• Monitor client asset allocations to ensure they are in their requested guidelines and targets. Collaborate with the team to rebalance as necessary.
• Analyze economic trends/activities and how these may affect a client portfolio. Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base. Assist with prospect research and introductory meetings.
• Collaborate with the RFP team to generate responses to RFP questions, provide data and proposals, and coordinate the RFP process to completion.
• Prepare with and present on prospect finals presentations with the institutional and banking teams to ensure the team is coordinated and cohesive with the pitch.
• Assist in the execution of investment solutions and trades.
• Coordinate onboarding of new clients with bankers and portfolio implementation
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Wealth.
• Spearhead regular client reporting efforts to ensure client holdings are shown in the most comprehensive and informational way, incorporating client guideline benchmarks and targets.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Strong financial background, ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65) NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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