Investment Associate

2 weeks ago


Los Angeles, California, United States Citibank Full time
Job Summary

The Investment Associate is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in investment analysis and portfolio management. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the investment team.

Key Responsibilities
  • Provide investment advice and services to Ultra High Net Worth clients in the United States
  • Work in partnership with senior team members to deliver investment solutions and support the senior members of the investment team
  • Monitor and provide guidance on market trends and economic activities to internal and external clients
  • Analyze economic trends and advise on their impact on investors' portfolios
  • Recommend changes to investors' holdings based on economic, financial, and market factors
  • Develop relationships and generate ideas with bankers and clients to grow the asset base
  • Engage clients on investment themes and solutions and assist in the execution of investment solutions and trades
  • Stay current on financial markets, products, and services offered by Citi Private Bank
Requirements
  • 5-8 years of experience in investment analysis and portfolio management
  • Bachelor's degree in economics, finance, or business administration
  • Professional experience or related occupation
  • Excellent written and communication skills
  • Ability to work without direction and self-motivated
  • US: S7, S66 (or S63/S65) Securities Industry Exam
What We Offer

Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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