Investment Portfolio Manager

2 days ago

New York, New York, United States Citigroup Inc Full time
Job Title: Investment Portfolio Manager

Citigroup Inc. is seeking an experienced Investment Portfolio Manager to join our team in New York City. As a key member of our investment management team, you will be responsible for the daily management of client separately managed account (SMA) portfolios and will contribute to the development of investment strategies.

Responsibilities:
  • Manage assigned fixed income portfolios on a daily basis
  • Contribute to the development of investment strategies, communication, and implementation
  • Coordinate with the credit research team and traders
  • Communicate with internal partners and external clients on portfolio strategy, performance, and market developments
  • Coordinate with client service and fiduciary oversight internal partners
  • Manage model/custom accounts on a daily basis
  • Contribute to the overall investment strategy, design, and implementation of portfolio and risk guidelines
  • Interact with clients, maintain relationships, and support sales/marketing initiatives
  • Stay up-to-date with trends and news, maintain proactive 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 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
  • Assess risk when business decisions are made, demonstrating 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

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