Wealth - CIO Global Equity Portfolio Strategist - Senior Vice President

Citi • New York, NY

26d

About The Position

Citi Wealth’s CIO Portfolio Strategy & Research team is seeking an experienced SVP‑level Fundamental Equity Analyst with deep expertise in the Technology sector and the capability to extend a repeatable research framework across adjacent industries. This role is a key contributor to CIO investment views and portfolio positioning – linking rigorous bottom‑up analysis with clear, actionable sector recommendations, implementation insights, and client‑ready narratives. This role reports directly to the Head of Portfolio Strategy. The ideal candidate brings a differentiated perspective on structural growth and disruption themes – including AI/software, semiconductors, digital platforms & media, payments modernization, fintech enablement, and memory cycles – and can operate with speed and precision through earnings seasons and market inflection points. Immediate comfort presenting to senior CIO stakeholders is essential; expectation is for some client-facing responsibilities as role progresses.

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; 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.

Responsibilities

• 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.
• Lead or co‑lead development of investable themes aligned with CIO strategic priorities (e.g., AI infrastructure build‑out, cybersecurity, digital infrastructure, payments transformation).
• Establish thesis signposts, monitoring frameworks, and clear criteria for evaluating changes in conviction.
• Present concise, decision‑ready insights in CIO and allocation forums; produce high‑quality written content including notes, briefs, and client‑facing materials.
• Collaborate with cross‑asset partners across Citi (Rates, FX, Credit, Commodities) to contextualize sector performance across macro, liquidity, and market‑regime environments.

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• For additional information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

What This Job Offers

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