Citi
Private Equity & Real Estate (PERE) Discretionary Alternatives Solutions Lead
Citi, New York, New York, us, 10261
PERE Discretionary Alternatives Solutions Lead – C15
Join to apply for the
PERE Discretionary Alternatives Solutions Lead – C15
role at
Citi PERE Discretionary Alternatives Solutions Lead – C15
1 day ago Be among the first 25 applicants Join to apply for the
PERE Discretionary Alternatives Solutions Lead – C15
role at
Citi Get AI-powered advice on this job and more exclusive features. This role will report to the CGWI Global Head of Alternative Investments and serve as an integral member of the Alternative Investments leadership team. The Head of Discretionary Alternative Solutions will be responsible for managing the full life-cycle of discretionary private equity, real estate, and hedge fund products. This will include driving the strategic vision for the business, developing new products and structures, and overseeing existing portfolios. This role will require an individual with private equity, real estate, and hedge fund investment knowledge, exceptional relationship management, communication and sales skills, and a strong focus on execution.
Key Responsibilities:
Key member of Alternative Investments leadership team – helping shape strategic decisions for discretionary business as part of the growth objectives for the entire Alternatives platform Develop new discretionary product initiatives including fund of funds, SICAVs, co-investment programs, separately managed accounts, and custom hedge fund portfolios Lead implementation of investment allocation decisions for discretionary alternative investment products in partnership with the relevant manager research teams and the broader CGWI organization Portfolio Oversight Forum responsibility in partnership with Head of Private Equity and Real Estate and Head of Hedge Funds Oversee development and production of investment materials and communications to bankers, counselors, and clients (e.g., marketing decks, roadshows, blogs, etc) Build internal and external relationships to help drive product development and sales; be a steward for the entire Alternatives platform as a kay part of all client portfolios Manage team of expert private equity, real estate, and hedge fund portfolio professionals responsible for development and oversight of discretionary alternative products Participate in sales and investment update meetings
Qualifications:
Location: New York BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred 15+ years of relevant work experience Private equity, real estate, and hedge fund investment experience Portfolio implementation and asset allocation experience; understanding of how Alternatives fit within broader multi-asset class portfolios Strong work ethic and positive attitude among fast-changing environment and priorities Well-developed interpersonal and communication skills with demonstrable Alternative Investments sales experience Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines Strong presentation skills in both small and large settings Superior written and verbal communication skills Ability to work effectively in a team-oriented environment Ability to travel Series 7, 66, 31
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Job Family Group:
Private Client Product Services
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Job Family:
Investment Portfolio Management
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Time Type:
Full time
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Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Aug 18, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Sign in to set job alerts for “Solutions Lead” roles.
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Join to apply for the
PERE Discretionary Alternatives Solutions Lead – C15
role at
Citi PERE Discretionary Alternatives Solutions Lead – C15
1 day ago Be among the first 25 applicants Join to apply for the
PERE Discretionary Alternatives Solutions Lead – C15
role at
Citi Get AI-powered advice on this job and more exclusive features. This role will report to the CGWI Global Head of Alternative Investments and serve as an integral member of the Alternative Investments leadership team. The Head of Discretionary Alternative Solutions will be responsible for managing the full life-cycle of discretionary private equity, real estate, and hedge fund products. This will include driving the strategic vision for the business, developing new products and structures, and overseeing existing portfolios. This role will require an individual with private equity, real estate, and hedge fund investment knowledge, exceptional relationship management, communication and sales skills, and a strong focus on execution.
Key Responsibilities:
Key member of Alternative Investments leadership team – helping shape strategic decisions for discretionary business as part of the growth objectives for the entire Alternatives platform Develop new discretionary product initiatives including fund of funds, SICAVs, co-investment programs, separately managed accounts, and custom hedge fund portfolios Lead implementation of investment allocation decisions for discretionary alternative investment products in partnership with the relevant manager research teams and the broader CGWI organization Portfolio Oversight Forum responsibility in partnership with Head of Private Equity and Real Estate and Head of Hedge Funds Oversee development and production of investment materials and communications to bankers, counselors, and clients (e.g., marketing decks, roadshows, blogs, etc) Build internal and external relationships to help drive product development and sales; be a steward for the entire Alternatives platform as a kay part of all client portfolios Manage team of expert private equity, real estate, and hedge fund portfolio professionals responsible for development and oversight of discretionary alternative products Participate in sales and investment update meetings
Qualifications:
Location: New York BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred 15+ years of relevant work experience Private equity, real estate, and hedge fund investment experience Portfolio implementation and asset allocation experience; understanding of how Alternatives fit within broader multi-asset class portfolios Strong work ethic and positive attitude among fast-changing environment and priorities Well-developed interpersonal and communication skills with demonstrable Alternative Investments sales experience Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines Strong presentation skills in both small and large settings Superior written and verbal communication skills Ability to work effectively in a team-oriented environment Ability to travel Series 7, 66, 31
------------------------------------------------------
Job Family Group:
Private Client Product Services
------------------------------------------------------
Job Family:
Investment Portfolio Management
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Aug 18, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Sign in to set job alerts for “Solutions Lead” roles.
New York, NY $100,000.00-$120,000.00 4 days ago Manager/Senior Manager - Consultants (1196)
Senior Director, Solutions and Consulting
New York, NY $200,000.00-$230,000.00 1 week ago New York, NY $158,500.00-$218,000.00 1 month ago New York, NY $80,000.00-$100,000.00 4 days ago Lead Application / Cloud Solutions Architect
New York, NY $170,000.00-$230,000.00 2 months ago (Pre Sales) Cloud Solutions Architect with IOT and Industry 4.0 Experience - Remote
New York City Metropolitan Area $150,000.00-$160,000.00 2 weeks ago Vice President, Project Management Office
Westbury, NY $150,000.00-$230,000.00 1 month ago New York, NY $93,000.00-$151,000.00 4 days ago Modern Workplace Technology Transformation Lead
New York, NY $110,000.00-$130,000.00 2 weeks ago Client Solutions & Delivery Lead, Insurance
New York, United States $140,000.00-$225,000.00 1 week ago New York, NY $300,000.00-$350,000.00 1 day ago VP, Compliance Technology Development Lead (.Net / C#)
Jersey City, NJ $175,000.00-$200,000.00 2 weeks ago Innovation Center Lead & Scout (Executive)
New York, NY $200,000.00-$260,000.00 6 days ago New York, NY $150,000.00-$200,000.00 3 weeks ago New York City Metropolitan Area 1 week ago Scrum Master with Business Analyst -(Fulltime) Remote
Jersey City, NJ $110,000.00-$115,000.00 1 month ago Application Manager, Identity and Access Management
New York, NY $166,000.00-$230,000.00 3 days ago New York City Metropolitan Area 3 weeks ago Global Client Executive 2, Marketing Solutions
New York, NY $248,000.00-$379,000.00 6 days ago New York, NY $57,000.00-$190,000.00 13 hours ago Learning & Development and Talent Management Specialist
New York, NY $125,000.00-$155,000.00 1 week ago New York, NY $150,000.00-$200,000.00 8 months ago New York, NY $120,000.00-$190,000.00 10 months ago New York, NY $200,000.00-$250,000.00 2 weeks ago New York City Metropolitan Area $150,000.00-$230,000.00 3 weeks ago New York, NY $150,000.00-$175,000.00 3 minutes ago Vice President, Insurance Solutions Delivery Lead
Senior Solutions Architect - Transaction Monitoring
New York, NY $150,000.00-$175,000.00 5 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr