Junior Investment Strategist – Portfolio Strategy & Research - Assistant Vice President

Citi • New York, NY

13d • $121,200 - $181,800 • Onsite

About The Position

Citi's Portfolio Strategy & Research team, part of the Office of the CIO, is the analytical core for Citi Wealth's global investment strategies, asset allocation, and thematic positioning. The team utilizes macroeconomic research, factor analysis, and data visualization to guide portfolio construction and communicate the CIO's outlook to advisors and clients globally. The Junior Investment Strategist will be a key member of this team, reporting directly to the Head of Portfolio Strategy. This role requires a candidate passionate about markets, with a strong background in market and macroeconomic research, and excellent communication skills. The strategist will contribute to developing investment views and portfolio positioning, support senior strategists, and ensure consistent messaging across all client and internal communications.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 2-4 years of relevant experience in investment strategy, market research, or economics.
• Proficiency in Excel and PowerPoint.
• Ability to synthesize complex market and macroeconomic findings into clear, actionable insights.
• Meticulous attention to detail and exceptional communication clarity; the candidate will deliver analysis in team meetings and contribute to client-facing materials.

Nice To Haves

• Familiarity with financial data platforms (e.g., Bloomberg, FactSet, Haver Analytics) is ideal.
• Experience working with macro, factor, or asset-class datasets is preferred.

Responsibilities

• Conduct market and macroeconomic research to contribute to the team's investment views and portfolio positioning.
• Support senior strategists and macro researchers in translating research output into clear, actionable insights.
• Create materials for CIO presentations supporting the team's investment views.
• Contribute to ad-hoc analysis for thematic research pieces and internal strategy calls.
• Collaborate with communications teams to ensure visual outputs and messaging align with Citi's CIO brand and strategy, for both client and internal audiences.
• Assist in maintaining interactive dashboards that visualize macroeconomic indicators and track portfolio performance.
• Integrate relevant market data and internal datasets to ensure consistency and data integrity across views.

Benefits

• 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: Entry Level