Senior Portfolio Advisor LATAM, Managing Director

Citi • New York, NY

6d

About The Position

Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients. Collaborate with field leadership on business development opportunities and strategic planning on business targets. Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities. Partner with investment solutions teams to align priority recommendations to views and new product development Identify and initiate cross-business opportunities with the various coverage teams and investment solutions.

Requirements

• 15+ years of experience, preferably in developing and implementing Investment strategies across LATAM
• Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners
• Deep knowledge of markets and multi-asset class portfolio construction
• In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business.
• Collaborative and excited to partner across practices and businesses
• Excellent written and verbal communication skills in English and Spanish are required for this role, coupled with interpersonal relationship management skills
• Communication experience across a variety of audiences and mediums
• Bachelor's Degree required

Nice To Haves

• Master's Degree preferred

Responsibilities

• Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients.
• Collaborate with field leadership on business development opportunities and strategic planning on business targets.
• Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities
• Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities.
• Partner with investment solutions teams to align priority recommendations to views and new product development
• Identify and initiate cross-business opportunities with the various coverage teams and investment solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees