00002 Citibank, N.A.
Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM’s candidate will be responsible for the daily management of CIM portfolios under the guidance of the team’s senior portfolio manager(s).
Responsibilities
Daily portfolio management of model / custom accounts under the guidance of senior portfolio managers
Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
On-site prospect / client interactions, client maintenance, and support of sales / marketing initiatives
Stay abreast of trends and news, maintain pro-active views, and communicate conclusions / recommendations concerning pertinent sectors and macroeconomic trends and developments
Implement research views into portfolios
Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
Monitor existing investments and industry developments
Participate in research coverage responsibilities including preparing analysis of certain companies / sectors and attending sell side conferences and corporate management meetings
Interface with internal and external clients to support new business activities and client retention initiatives
Appropriately assess 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
6-10 years of direct experience in the asset management industry, preferably in a portfolio management role
Strong academic record
Bachelor's / University degree, Master's degree preferred
CFA preferred
Excellent written and verbal communication skills and interpersonal relationship management skills
Experience with face to face client interaction
Strong analytical skills and technical insight
Understanding of risk factors that drive investment performance
Demonstrated ability to work both independently and as part of a team
Education
Bachelor’s / University degree, Master’s degree preferred
Time Type : Full time
Primary Location : New York New York United States
Primary Location Full Time Salary Range :
$157, - $235,
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 Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date : Dec 02, 2025
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Responsibilities
Daily portfolio management of model / custom accounts under the guidance of senior portfolio managers
Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
On-site prospect / client interactions, client maintenance, and support of sales / marketing initiatives
Stay abreast of trends and news, maintain pro-active views, and communicate conclusions / recommendations concerning pertinent sectors and macroeconomic trends and developments
Implement research views into portfolios
Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
Monitor existing investments and industry developments
Participate in research coverage responsibilities including preparing analysis of certain companies / sectors and attending sell side conferences and corporate management meetings
Interface with internal and external clients to support new business activities and client retention initiatives
Appropriately assess 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
6-10 years of direct experience in the asset management industry, preferably in a portfolio management role
Strong academic record
Bachelor's / University degree, Master's degree preferred
CFA preferred
Excellent written and verbal communication skills and interpersonal relationship management skills
Experience with face to face client interaction
Strong analytical skills and technical insight
Understanding of risk factors that drive investment performance
Demonstrated ability to work both independently and as part of a team
Education
Bachelor’s / University degree, Master’s degree preferred
Time Type : Full time
Primary Location : New York New York United States
Primary Location Full Time Salary Range :
$157, - $235,
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 Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date : Dec 02, 2025
#J-18808-Ljbffr