The Product Specialist is an intermediate level position responsible for the development of product plans, strategies and tactics in coordination with the Product Management team.The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.
**Responsibilities:**
+ Assist the customer lifecycle strategy from acquisition through early client engagement and implement strategies to optimize portfolio performance
+ Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
+ Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
+ Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
+ Oversee product financial performance including identifying opportunities and gaps, and developing business strategies
+ Work with Operations and Technology with regards to process design and vendor procurement as well as communicate business plans on marketplace approach
+ Participate in budgeting and planning for strategic priorities and initiatives
+ 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:**
+ 5-8 years of relevant experience
+ Required Licensing/Registration: Series 7
+ Cross functional experience (e.g. marketing, credit, acquisitions, product development, analytics)
+ Demonstrated experience driving business innovation, leveraging management information, and data analytics to drive results
+ Experience in scenario development and forecasting
+ Demonstrated knowledge of product development, financial acumen, and investment processes across asset classes
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
+ Demonstrated problem-solving and decision-making skills
+ Demonstrated analytical and influencing skills
+ Consistently demonstrates clear and concise written and verbal communication
**Education:**
+ Bachelors degree/University degree or equivalent experience
**Role:** Business Advisory Services Analyst
**Level:** Associate
**Justification:** Replacement for Tony Rozman who has subsequently left the firm.
**Location:** NY
**Reporting to:** NAM Head of Business Advisory Services
**Job Posting Title** : Business Advisory Services Analyst
**Role Description**
Business Advisory Services (BAS) is a strategic consulting and thought leadership team within the Investor Sales & Relationship Management function within Citi Markets. The team provides strategic advice based on proprietary thought leadership to the C-Suite and executive management teams of Markets investor clients across a broad range of topics specific to the global investment management industry. Clients include the worlds leading Asset Managers, Hedge Funds, Private Equity Firms, Wealth Management Firms, Pension Funds, Endowments & Foundations, and Sovereign Wealth Funds.
The team produces regular primary Thought Leadership reports that explore different topics across the investment management landscape and are used to highlight and discuss key trends impacting the overall industry. Based on these views, the individual will also provide Advisory and Consulting Services to select clients. The team interacts across other Citi business lines including Citi Ventures, the Citi Global Wealth, and Securities Services, and provides some internal consulting on strategic initiatives as they relate to the evolving requirements of investor clients of these divisions.
The candidate will be a key resource in helping produce this primary thought leadership and would be seen as a subject matter expert for certain topics. They will also participate in advisory and consulting engagements. The candidate will also be expected to deliver analytic expertise, supporting creation, evaluation, and interpretation of the quantitative and qualitative data sets that underpin Business Advisory Services analysis.
**Key Responsibilities**
+ Participate in the creation of primary Thought-Leadership on the investment management industry via interviews, brainstorm sessions, storyboarding, data analysis, and writing.
+ Involvement in the production of thought leadership pieces by participating in and documenting interviews, extracting key quotes, identifying themes, modeling data in Excel, and story boarding and building slide decks in PowerPoint.
+ Actively participate in client sessions to deliver content and engage with the C-Suite and Executive management teams of our Platinum Investor clients.
+ Major in one or more themes discussed by Business Advisory Services and become the teams subject matter expert in this topic and its implications across previous and future publications. Track emerging news and developments; document these insights in our quarterly TrendWatch newsletter and author longer keynote articles as appropriate.
+ Involvement in periodic bespoke consulting engagements geared to help specific clients assess and evolve their own offerings to reflect emerging industry trends.
**Key Skills**
+ Strong Writing and Presentation Skills: Client communication is at the core of the Business Advisory Services offering, and the individual should be a proactive, detail-oriented communicator both with clients, and internally within the team and other Citi colleagues. With guidance from team leadership, the individual will be expected to contribute to creating written content, as well as demonstrate an ability, with guidance, to transform written content into compelling visualized slide decks. The individual should also feel comfortable co-presenting Business Advisory Services work to various audiences.
+ Strong Data and Analytic Skills: The team runs a global data hub that includes AUM and performance data on all mutual fund, UCITS, ETFs, hedge funds and other investment products. In addition, the team monitors market structure, demographic trends, asset owner trends, advisory trends, economic trends and other macro data that describes the industry landscape. The individual should be confident in their ability to work under the guidance of the teams Head of Data and Analytics to use data to address client and internal stakeholders strategic questions. They should be interested in becoming proficient at navigating raw data sets and transforming them into client-ready charts and visualizations.
+ Passion to Learn: The team examines many new and emerging topics that draw upon knowledge of portfolio construction and investment products, technology innovations, demographic trends and regulatory changes among other topics. The individual must be an enthusiastic and fast learner, curious about the full breadth of these topics and able to proactively conduct their own analysis and research agenda to advance the teams thinking.
+ Conceptual Thinker: The team is privileged to hear how an entire array of industry leaders think about their business, their competitive environment, their clients and the world. The individual should be able to listen to this input and identify how these views might indicate that the world is changing and apply such insight to envisioning how the future might unfold.
+ Collaborative Teammate: This individual should be a self-starter who is able to take ownership and accountability for their work through a service-oriented and team-oriented approach. The ability to drive results with a high degree of intra-team collaboration and communication is essential at all levels and from all team members. The team highly values diversity of thought, experience, and is committed to an inclusive work environment.
**Experience**
+ 3yrs+ industry experience in sales, trading or research within a Markets organization or buy-side firm or financial services division of a consulting firm
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**Job Family Group:**
Product Management and Development
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**Job Family:**
Product Management
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**Time Type:**
Full time
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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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View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
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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.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
