Wealth - CIO Global Equity Portfolio Strategist - Senior Vice President

Citi • New York, NY

26d

About The Position

Portfolio Strategy Integration & Implementation Translate fundamental research into actionable sector views, risk framing, and position‑sizing guidance for CIO forums, model portfolios, and tactical allocation discussions. Ability to link technology and equity insights into macro implications - productivity, growth, inflation - that directly impact portfolio conclusions. Partner with portfolio strategists to evaluate factor and regime dynamics (e.g., duration, quality, cyclicality, profitability, concentration/crowding). Provide practical implementation guidance, including preferred expressions, hedging considerations, and downside scenario mapping. Collaborate with Capital Markets team on tactical, single name, and thematic basket trade ideas. Establish thesis signposts, monitoring frameworks, and clear criteria for evaluating changes in conviction. 6+ years of fundamental equity research experience (sell‑side or buy‑side), with substantial coverage in Technology and/or Communication Services. Demonstrated track record of high‑quality, insight‑driven fundamental work. Ability to connect bottom‑up analysis with top-down context and articulate portfolio implications clearly. Strong executive presence and comfort presenting to senior CIO leadership. Exceptional writing skills with the ability to produce concise, client‑ready materials under tight deadlines. Competence in advanced analytical tools; Excel, Python proficiency a plus for building trackers, dashboards, and repeatable processes. Experience partnering with portfolio managers or strategists and contributing to allocation or portfolio‑construction decisions. Independent judgment and intellectual honesty. Clear bias toward actionability and clarity of communication. Composed, organized execution in fast-moving environments. Collaborative mindset across strategy and cross-asset research teams. Strong ownership mentality and accountability.

Requirements

• 6+ years of fundamental equity research experience (sell‑side or buy‑side), with substantial coverage in Technology and/or Communication Services
• Demonstrated track record of high‑quality, insight‑driven fundamental work
• Ability to connect bottom‑up analysis with top-down context and articulate portfolio implications clearly
• Strong executive presence and comfort presenting to senior CIO leadership
• Exceptional writing skills with the ability to produce concise, client‑ready materials under tight deadlines
• Competence in advanced analytical tools
• Experience partnering with portfolio managers or strategists and contributing to allocation or portfolio‑construction decisions
• Independent judgment and intellectual honesty
• Clear bias toward actionability and clarity of communication
• Composed, organized execution in fast-moving environments
• Collaborative mindset across strategy and cross-asset research teams
• Strong ownership mentality and accountability

Nice To Haves

• Python proficiency a plus for building trackers, dashboards, and repeatable processes

Responsibilities

• Translate fundamental research into actionable sector views, risk framing, and position‑sizing guidance
• Link technology and equity insights into macro implications
• Partner with portfolio strategists to evaluate factor and regime dynamics
• Provide practical implementation guidance, including preferred expressions, hedging considerations, and downside scenario mapping
• Collaborate with Capital Markets team on tactical, single name, and thematic basket trade ideas
• Establish thesis signposts, monitoring frameworks, and clear criteria for evaluating changes in conviction

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed