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Citi Group Investment Portfolio Manager - Municipal Bonds 
United States, New York, New York 
529848852

29.08.2024


Responsibilities:

  • Daily management of assigned fixed income portfolios
  • Contribute to investment strategy development, communication and implementation
  • Coordinate with the CIM credit research team and traders
  • Communicate with internal partners and external clients on portfolio strategy, portfolio performance and market developments
  • Coordinate with client service and fiduciary oversight internal partners
  • Daily portfolio management of model/custom accounts
  • Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
  • On-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives
  • Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
  • Implement research views into portfolios
  • Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
  • Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
  • Monitor existing investments and industry developments
  • Participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings
  • Interface with internal and external clients to support new business activities and client retention initiatives
  • Contribute to CIM’s strategic planning within the relevant functional areas
  • 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:

  • 15+ years of direct experience in the asset management industry, preferably in a portfolio management role
  • 5+ years of direct municipal bond portfolio management experience
  • Strong written and verbal communication skills
  • Strong problem solving skills and diligent attention to detail
  • Ability to work independently and effectively multi-task across responsibilities
  • Ability to thrive in a team environment to effectively meet the goals of the group
  • Proficient with Bloomberg, Investor tools Perform, Charles River, MS Office Suite
  • CFA highly preferred
  • Experience with face to face client interaction
  • Understanding of risk factors that drive investment performance
  • Expected travel: 30% of time

Education:

  • Bachelor’s/University degree, Master’s degree preferred
Private Client Product ServicesInvestment Portfolio Management

Full timeNew York New York United States$170,000.00 - $300,000.00


Anticipated Posting Close Date:

Sep 02, 2024

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