Investments Lab Quantitative Analyst

Citi•New York, NY

About The Position

Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. The Investment Lab Analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. He/She will be responsible for coverage of Brazil. It requires a unique focus on innovation as it is a cornerstone of the Global Investment Lab.The team is responsible for three key areas: Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities) Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development) Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends). The Investment Lab Analyst is expected to facilitate client analyses by collaborating with the Lead Lab Analyst, bankers and Investment Counsellors to identify issues, establish the right approach for the analysis, manage analyst team members in conducting analysis and be able to discuss the results directly with the client. This position would suit a proactive and energetic analyst with a sales/commercial mindset, and the ability to manage his/her time around business priorities.The opportunities for skill-set growth are high because of the wide range of subjects covered. Design customized strategic and tactical asset allocation strategies for clients' portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements. Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes. Perform statistical modeling across asset classes. Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients. Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others - internally and externally - in work topics openly and confidently. Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization. Position relevant CPB's global and regional themes. Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends Participate in development, education and rollout of global initiatives, analytical tools and methods. Consistently follow and support regulatory policies.

Requirements

10+ years of experience
Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.
Solid knowledge of Capital Markets and Managed Investment products
Current US FINRA Registration: Series 7, 66, and 31, or must meet US FINRA registration requirements within 150 days of starting in the role.
Bachelor's/University degree, Master's degree preferred

Responsibilities

Design customized strategic and tactical asset allocation strategies for clients' portfolios using proprietary models and tools.
Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements.
Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
Perform statistical modeling across asset classes.
Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients.
Interact with clients to present and discuss portfolio analysis and investment proposals.
Discuss and educate others - internally and externally - in work topics openly and confidently.
Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
Position relevant CPB's global and regional themes.
Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends
Participate in development, education and rollout of global initiatives, analytical tools and methods.
Consistently follow and support regulatory policies.