Citigroup
VP, Portfolio Consultant
Discover your future at Citi. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. Job Overview
Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue opportunities. In addition, a PC will identify opportunities to expand and improve Citi's existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating opportunities resulting from market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically review and update product parameters and policies to ensure profitability and compliance with evolving internal policies and external legal and regulatory frameworks. Responsibilities
Responsibilities include: Identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting, and writing about such opportunities in diverse forums Providing surveillance of emerging macroeconomic and political developments across the region and working with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities, and currency markets Representing the team's global macroeconomic views in client meetings throughout the region and expressing these views in a clear and concise manner Defining and presenting to the sales force Citi Wealth's Regional Views in consultation with Citi Research regional analysts and local markets units Providing Regional Input to Global Investments Committee Writing periodic Regional View papers Coordinating successful delivery of GIC's message in the region Transmitting Global Investment Committee views to the field and to Citi Wealth Clients Working with the Investments Lab to identify asset allocation gaps and with product specialists to define strategies to close such gaps Leading the regional discussion of implementation strategies and action plans for Citi Wealth Themes Participating actively in region's Sales and Research Calls Working closely with the RIH, IC Team Leaders, and Product Heads helping them understand and implement the firm's Market Views Participating in Sales Calls with Clients and Prospects Appropriately assessing risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency Qualifications
Qualifications include: 6-10 years of experience Strong quantitative skills, written and presentation skills; ability to work in both a team and individual creative setting US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education
Education includes: Bachelor's/University degree, Master's degree preferred
Discover your future at Citi. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. Job Overview
Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue opportunities. In addition, a PC will identify opportunities to expand and improve Citi's existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating opportunities resulting from market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically review and update product parameters and policies to ensure profitability and compliance with evolving internal policies and external legal and regulatory frameworks. Responsibilities
Responsibilities include: Identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting, and writing about such opportunities in diverse forums Providing surveillance of emerging macroeconomic and political developments across the region and working with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities, and currency markets Representing the team's global macroeconomic views in client meetings throughout the region and expressing these views in a clear and concise manner Defining and presenting to the sales force Citi Wealth's Regional Views in consultation with Citi Research regional analysts and local markets units Providing Regional Input to Global Investments Committee Writing periodic Regional View papers Coordinating successful delivery of GIC's message in the region Transmitting Global Investment Committee views to the field and to Citi Wealth Clients Working with the Investments Lab to identify asset allocation gaps and with product specialists to define strategies to close such gaps Leading the regional discussion of implementation strategies and action plans for Citi Wealth Themes Participating actively in region's Sales and Research Calls Working closely with the RIH, IC Team Leaders, and Product Heads helping them understand and implement the firm's Market Views Participating in Sales Calls with Clients and Prospects Appropriately assessing risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency Qualifications
Qualifications include: 6-10 years of experience Strong quantitative skills, written and presentation skills; ability to work in both a team and individual creative setting US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education
Education includes: Bachelor's/University degree, Master's degree preferred