Investment Associate Intermediate Analyst - NEW YORK

Citi • New York, NY

1d • Onsite

About The Position

The Investment Assoc Intmd Analyst is a developing professional role that deals with most problems independently and has some latitude to solve complex problems. This role integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices, and applies analytical thinking and knowledge of data analysis tools and methodologies. It requires attention to detail when making judgments and recommendations based on the analysis of factual information, typically dealing with variable issues with potentially broader business impact. Professional judgment is applied when interpreting data and results, and information is broken down in a systematic and communicable manner. Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information. The role has a moderate but direct impact through close contact with the businesses' core activities, and the quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. The Private Bank at Citi (CPB), part of the Institutional Clients Group, offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world, focusing on clients with a minimum net worth of $25mm and serving 40% of the world’s billionaires and their families.

Requirements

• 2-5 years relevant experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Strong financial background
• Ability to communicate with co-workers and clients
• Excellent written and communication skills
• Able to work without direction, self-motivated
• US: S7, S66 (or S63/S65)
• Securities Industry Exam (SIE is a prerequisite to the S7)

Responsibilities

• Provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.
• Understand client investment objectives and work in partnership with senior team members to deliver investment solutions.
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
• Prepare investment policy statements for prospective clients.
• Analyze economic trends/activities and advise the effects on the investors’ portfolios.
• Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base.
• In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• 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.

Benefits

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees