Investment Manager Research - Vice President

Citi • New York, NY

1d

About The Position

Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 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 a Research Analyst to join our team of investment professionals and contribute to the investment research capabilities supporting CIM’s strategies. The candidate will possess strong analytical and communication skills and be responsible for generating investment research of companies / industries for use in the management of CIM portfolios under the guidance of the team’s senior analysts.

Requirements

• 6-10 years of direct experience in the asset management industry, preferably in an investment research role
• Strong academic record
• Bachelor's/University degree, Master's degree preferred
• CFA preferred
• Strong written and verbal communication skills, analytical skills and technical insight
• Ability to effectively handle multiple assignments
• Strong attention to detail
• Demonstrated ability to work both independently and as part of a team

Nice To Haves

• Master's degree preferred
• CFA preferred

Responsibilities

• Conduct and maintain research on companies/industries
• Generate content to communicate research to other analysts and portfolio managers
• Collaborate with CIM’s portfolio management team and recommend attractive investment opportunities based upon our investment process
• Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
• Attend sell side conferences and corporate management meetings
• Develop and maintain financial models
• Participate in investment meetings and work closely with other CIM portfolio managers and analysts to share views on market events and analysis
• Monitor existing investments and industry developments
• Prepare specific industry reviews
• 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

• 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
• Number of Employees: 5,001-10,000 employees