Investment Sales Lead

Citi•Miami, FL

9d•$161,100 - $170,000•Hybrid

About The Position

Citibank, N.A. seeks an Investment Sales Lead for its Miami, FL location. The role involves developing internal relationships with investment and banking teams to promote the full Citi Investment Management (CIM) Managed offering and platform. The lead will collaborate with other professionals, create client presentations, and drive sales and marketing efforts for CIM products and services within the region. Responsibilities include ensuring maximum impact of regional product roadshows and events, developing and maintaining client relationships, evaluating client capital needs, and structuring financial packages. The position requires informing investment decisions through financial analysis and forecasting, coordinating with various product teams within CIM (Traditional, Alternatives, and Global Portfolio Solutions Specialists), and liaising with regional Portfolio Managers, LATAM Investments head, GMM, and IC Team Leader on CIM Managed strategy. The role involves interpreting data on price, yield, stability, risk trends, and economic influences, monitoring industrial technology and business developments, and ensuring the CIM Managed product offering is relevant and effective for LATAM clients. Additionally, the lead will develop insights, identify key trends, create action plans, coordinate sales and marketing efforts with LATAM investment and private banking teams, support product innovation, prepare transaction materials, support deal execution, prepare investment plans, and present reports on economic trends and recommendations. A telecommuting/hybrid work schedule may be permitted.

Requirements

Bachelor’s degree, or foreign equivalent, in Economics, Business Administration, Management Studies, Finance, or a related field.
Five (5) years of experience in the job offered or in a related finance occupation analyzing financial metrics and conducting performance assessments.
Five (5) years of experience must include: Performing Financial Analysis and forecasting to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ.
Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through MS PowerPoint presentations and PowerBI or Tableau visualizations.
Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word.
Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote.
Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study.

Responsibilities

Develop internal relationships with investments and banking teams to promote the full Citi Investment Management (CIM) Managed offering and platform.
Collaborate with other professionals.
Create client presentations outlining plan details and prepare charts and graphs to support technical reports.
Drive the strategy, communication, sales and marketing efforts within the region for all of the products, services and the full CIM Managed offerings.
Ensure that the design and implementation of regional product roadshows, CIM Managed focused events, and other initiatives have a maximum impact internally and with clients in the region.
Develop and maintain client relationships.
Evaluate client capital needs and market conditions to structure financial packages.
Inform investment decisions by analyzing financial information and forecasting business, industry, or economic conditions.
Coordinate and strengthen the partnership with different product teams within CIM Traditional and Alternatives as well as globally with all the CIM Portfolio Solutions Specialist in other regions.
Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region.
Interpret data on price, yield, stability, investment risk trends, and economic influences affecting investment programs.
Monitor developments in industrial technology, business, finance, and economic theory.
Liaise with the product management teams of different product lines to make sure that the CIM Managed product offering is relevant and effective for clients in the region.
Develop insights, identify key trends and create detailed action plans for implementation plans in the region.
Work with the LATAM investments and private banking teams to coordinate our sales and marketing efforts directly with clients and prospects in the region with regards to our CIM Managed offerings.
Support the product innovation in the region, making sure that our CIM Managed offering is as updated and relevant as it could be for meeting our LATAM client needs.
Prepare transaction materials and support execution of deals.
Prepare investment plans of action using financial analyses.
Present oral or written reports on economic trends, corporations, and industries.
Recommend investments and investment timing to companies, investment firm staff, or the public.