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Citi Group Investment Analyst - C11 CIUDAD DE MEXICO 
Mexico, Mexico City 
974476705

02.08.2024

Responsibilities:

  • The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.
  • The individual in this role will be expected to oversee the investment processes for international discretionary trust accounts and helps manage investment risk.The responsibilities of the position include the following:
  • Establishing the investment objectives for discretionary trusts
  • Determining the appropriate asset allocation and manager selection strategies
  • Performing periodic investment reviews, generating reports and presenting the results to senior management
  • Managing risk exposures in trust accounts
  • Reviewing and approving investment requests and proposals
  • Performing investment manager due diligence and ongoing monitoring
  • Preparing risk management reports for management and oversight committees.
  • 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
  • Investment management experience with a focus on international trust/fiduciary management and open architecture for traditional and alternative investments, including manager research and due diligence.

Education:

  • Bachelor's/University degree or equivalent experience

Certificación en Derivados (deseable)

Certificación Figura3 AMIB (deseable)
Conocimientos PowerBI, Phyton, Bloomberg

Inglés - Intermedio/Avanzado

Private Client Product ServicesTrust Investment Management


Time Type:

Full time

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