Investment Portfolio Manager
4 weeks ago
Citigroup Inc. is seeking an experienced Portfolio Manager to join our team in New York City. The successful candidate will be responsible for the daily management of fixed income portfolios and will contribute to investment strategy development, communication, and implementation.
Key Responsibilities- Manage assigned fixed income portfolios on a daily basis
- Contribute to investment strategy development, 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 and custom accounts
- Contribute to overall investment strategy, design, and implementation of portfolio and risk guidelines
- Interact with clients, maintain relationships, and support sales and marketing initiatives
- Stay up-to-date with market trends and news, maintain proactive views, and communicate conclusions and recommendations
- 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 companies and 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 relevant functional areas
- Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
- 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 attention to detail
- Ability to work independently and effectively multitask across responsibilities
- Ability to thrive in a team environment to meet group goals
- Proficient with Bloomberg, Investor tools Perform, Charles River, and 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
- Bachelor's/University degree, Master's degree preferred
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