Citi is currently seeking a seasoned professional for the role of Investment Assoc Sr Analyst. The company, which employs over 230,000 people globally, emphasizes career growth, community involvement, and impactful work for its employees.
Job Responsibilities
The Investment Assoc Sr Analyst will apply in-depth knowledge to improve processes and workflows. This role requires coordinating with other teams and contributing to overall business objectives. The position involves evaluating complex issues and balancing competing priorities, demanding strong analytical and communication skills.
Specifically, the Investment Associate will provide investment advice to Ultra High Net Worth clients within the United States, working with senior team members to deliver investment solutions. Responsibilities include monitoring markets, preparing investment policy statements, analyzing economic trends, and recommending portfolio changes. The role also involves building client relationships and adhering to a strict prospecting code of conduct that prohibits unsolicited contact.
Qualifications
Candidates should have 5-8 years of experience and a Bachelor’s degree in economics, finance, or business administration, or a related professional experience. Excellent communication skills and the ability to work independently are essential. Successful applicants will also necessitate to possess the US securities licenses S7, S66 (or S63/S65), with the SIE exam as a prerequisite to the S7.
The position is full-time and located in New York, New York. The salary range for this role is $109,120.00 to $163,680.00 annually, with potential for additional incentives and benefits including medical, dental, and vision coverage, a 401(k) plan, and paid time off.
Frequently Asked Questions
What is the primary focus of this role?
The role focuses on providing investment advice to Ultra High Net Worth clients of Citi Private Bank within the United States.
What qualifications are required for this position?
Candidates must have 5-8 years of experience and a Bachelor’s degree in economics, finance, or business administration, or a related professional experience, as well as the required US securities licenses.
Where is this position located?
This full-time position is located in New York, New York.
How might the evolving economic landscape influence the responsibilities and demands placed on Investment Associates at Citi?
