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COVID-19:

우리 동료들과 지원자들의 건강은 우리의 최우선 순위입니다. 따라서 Citi는 COVID-19 상황을 면밀히 모니터링하고 있습니다. 우리는 추후 공지가 있을 때까지, 임시적으로 모든 후보자 인터뷰를 가상으로 실시하는 것을 포함하여 전 세계적으로 회사 전체에 예방 조치를 구현하였습니다.

CIM Junior Portfolio Manager – Latin America

직무 ID 22509170 기본 근무지 New York, New York, Miami, Florida; 채용 범주 Private Client Product Services
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SUMMARY / DESCRIPTION:

Citi Investment Management (CIM) is a group within Citi Global Wealth (CGW) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $110 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen the investment management, research, and portfolio construction capabilities of CIM’s strategies.

This is a role within the Latin America Citi Investment Management (CIM LATAM) team where the Junior Portfolio Manager is expected to enable our Portfolio Management team to service, monitor and retain existing clients, as well as help drive the acquisition of new business through existing discretionary mandates. This role will be based in Miami or New York specifically focused on enabling the portfolio management and client servicing activities of custom multi-asset class portfolios.  This role will require the ability to facility portfolio management and portfolio construction as well communicate our investment process at Citi Investment Management and market conditions while building superb relationships with our CIM Specialist team, clients, investment counsellors and private bankers.  The Junior Portfolio Manager will be accountable to our team of Portfolio Manager Team focused on managing the discretionary portfolios of our Latin American clients as part of CIM LATAM. 

PRINCIPAL RESPONSIBILITIES:

  • Assisting with daily portfolio management and implementation of model/custom accounts under the guidance of other portfolio managers within LATAM Custom Portfolio Solutions, specifically focusing on multi-asset class accounts.
  • Enabling our overall investment strategy, design, and implementation of portfolio and risk guidelines
  • Assisting the Portfolio Management and Portfolio Specialist team in the engagement on prospect/client interactions, client maintenance, and support of sales initiatives
  • Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments to the Portfolio Management team.
  • Help implement research views into portfolios, with a specific focus on asset allocation
  • Facilitate the monitoring of risk to 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
  • Actively monitor existing investments and industry developments
  • Interface with internal and external clients to support new business activities and client retention initiatives
  • Help co-lead with the Portfolio Management and Portfolio Specialist teams the product innovation in the region, making sure that our offering is as updated and relevant as it could be for meeting our LATAM client needs.

REQUIRED CALIFICATIONS:

  • 2 - 4 years’ experience in the Financial Services Industry.
  • Limited experience with face-to-face client interactions.  Excellent verbal communications skills and interpersonal relationship management skills with strong analytical skills and technical insight.
  • Competence in working through complex organizations to solve problems and design products that client satisfaction.
  • Understanding of risk factors that drive investment performance.  Basic knowledge of a wide range of asset classes, asset management products as well as the investment management industry.
  • Excellent communication skills (verbal / written /proposal) at all levels. Fluent in Spanish and/or Portuguese
  • Travel: 10-20%

DESIRABLE:

  • Advanced degree (MBA, CFA, CAIA, Master’s Degree in Business Economics or Finance).

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Portfolio Management

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Time Type:

Full time

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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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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  • 22만 명 이상의 유능하고 다양한 직원으로 구성된 Citi 팀에 합류하십시오

  • 90개 국가의 공동체에서 자원봉사를 행하는 사회적 책임감을 가진 직원들

  • 95개 이상의 시장에 실제로 존재하는 의미 있는 채용 기회

우리는 모든 개인을 포용하고 다양한 관점을 장려하여, 귀하가 영향력을 생성하고 경력을 성장시킬 수 있는 문화를 조성합니다. Citi는 높은 수준의 전문성 기준, 굳건한 성실성과 관대함, 지적 호기심 및 엄격함을 보여주는 동료를 소중하게 생각합니다. 우리는 귀하가 씨티에서 경력을 쌓는다는 일이 가진 중요성을 인식하며, 귀하의 헌신에 대하여 우리도 마찬가지로 노력할 것을 약속 드립니다

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