Portfolio Construction & Analytics – Senior Lead - New York

Citi • New York, NY

2d • $211,280 - $316,920

About The Position

The Portfolio Construction & Analytics team is part of the Citi Wealth Chief Investment Office (CIO). It develops comprehensive, analytical, customized investment strategies and actionable solutions for Citi Wealth client segments. The role helps Bankers and Investment Counsellors build bespoke portfolios, deliver client-centric investment advice and analytics, and advance North America regional objectives while supporting the broader Citi Wealth CIO investment framework.

The Senior Portfolio Specialist translates the CIO’s global and regional investment views into sophisticated, client-specific portfolios and strategies. The work includes bespoke asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. The role contributes to portfolio insights and construction, customized client analytics, scalable analytical tools, and presentations of portfolio recommendations to internal partners and external clients. It is suited to a proactive, quantitatively oriented investment professional who can use AI in their workflow and communicate complex solutions clearly.

Requirements

• Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets, and investment strategies.
• Knowledge of capital markets and managed investment products, including derivatives and alternative investments.
• Knowledge of financial modeling, including Monte Carlo simulation, optimization, and regression, and statistical analysis tools.
• Can-do attitude, sense of ownership, and team-player approach.
• Degree in Economics, Mathematics, Finance, Engineering, or a related field.
• Excellent verbal and written communication skills for audiences at all levels.
• Series 7, 66, or 63 and 65 licenses.
• Must meet all U.S. FINRA registration requirements within 150 days of starting in the role.
• Ability to leverage AI within workflow and communicate complex solutions clearly.

Nice To Haves

• Previous investment experience with high- and ultra-high-net-worth individuals.
• Previous investment experience in Outsourced CIO and/or multi-asset-class organizations.
• CFA, CAIA, or FRM designation, or progress toward one of these designations.

Responsibilities

• Translate Citi Wealth CIO global and regional investment views into concrete, whole-portfolio asset allocation recommendations for individual clients across public and private market asset classes.
• Design customized portfolio asset allocation strategies using proprietary models and tools, incorporating clients’ balance sheets, cash-flow needs, philanthropy goals, and generational transfer requirements where relevant.
• Analyze investment products, strategies, and portfolios across asset classes.
• Perform statistical modeling across asset classes, including building in-house applications that scale insights across the investment organization.
• Develop objective, actionable proposals for clients.
• Present and discuss portfolio analyses and investment proposals with clients, and educate internal and external audiences about portfolio and investment topics.
• Partner with regional client-organization leadership to identify market-specific strategic priorities and deliver tailored outputs that support regional needs and objectives.
• Partner with manager selection and product teams across Citi Wealth to deliver whole-portfolio solutions to clients.
• Contribute to portfolio construction, customized and scalable analytics, and stakeholder-facing analytical presentations.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior