Job Description
**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 CIMs 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, Masters 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:**
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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.
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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.
