The Global Investment Lab is an integral part of Citi Global Wealth investments organization, dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions for high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts. This role will have a focus on the EMEA region.
Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the GWM and across Citi.
The 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.The team is responsible for Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client the GWM views and how to apply them to the client’s portfolio.
This position would suit a proactive and energetic analyst with keen business acumen, analytical 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.
PRINCIPAL RESPONSIBILITIES:
Analysis & Advice
- Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies that may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, as per their investments goals.
- Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
- Collaborate with Bankers and Investment Counselors to develop objective, actionable proposals to clients.
- Be prepared to 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 GWM’s global and regional themes.
Other
- Work with regional and global counterparts across the Global Lab and Citi for effective delivery of client solutions
- Participate in the development, education and rollout of global initiatives, analytical tools and methods.
- Consistently follow and support regulatory policies.
EXPERIENCE AND QUALIFICATIONS:
- 7 to 10 years of applicable experience.
- Knowledge of financial markets, Modern Portfolio Theory, asset allocation, portfolio construction, & risk analytics,
- Solid knowledge of Investment products across Capital Markets and Managed Investments including derivatives and alternative investments.
- Familiarity with financial modelling (and statistical analysis tools.
- Strong written / verbal / proposal communication skills.
- Soft skills include a can-do attitude, sense of ownership and a team-player approach.
- Education: BA or BSc and beyond
Desirable:
- Previous investments experience
- CFA designation or progress towards CFA
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Analytics------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
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