Job Description

Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for clients through its nearly 700 private bankers and financial specialists in more than 30 countries. The Citigroup Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citigroup's Corporate and Investment Bank. Our Private Bankers act as financial architects, designing and coordinating insightful solutions for individual client needs, with an emphasis on personalized, confidential service.
The Investment Associate will provide support to the Investment Counsellor (IC) team on daily activities involving, monitoring, structuring, pricing, execution and presentations.
Key Responsibilities:
1) Monitoring of capital markets and managed investments position:

• Capital Markets: follows all open structured notes and monitor the KI and KO levels as well as auto call dates and levels. Looks at new structures to replace those maturing or being called. As such, it is expect to interact with the capital markets desk.
• Managed Investments: Assists to managers and product calls and update the IC and Banker teams on the products through bullet points write ups. It is expected from the IC support to interact with the managed investments hub.

2) IC Travel:
Supports the ICs while they are travelling by:

• preparing materials for trips. This would include portfolio analysis reports, products reviews and presentations.
• providing any additional information needed, presentations, structuring, pricing and execution
• Answering calls from Clients that call Geneva seeking for advice or market. The incumbent will liaise with the ICs on the delivery to the Client.

3) Investment LAB:

• As part of producing presentations, monitoring and analytics, the incumbent will be knowledgeable on the investments LAB tools.

4) Client Interaction:

• Participates in all meetings with Clients that take place in Geneva. The incumbent will participate in conference calls with Clients where analytical work and presentations should be delivered.

Development Value:

• Develop knowledge of the various products across the Private Bank; develop understanding of the processes under which the business operates
• Successful candidates will have the opportunity for future career progression within the organisation by developing into a junior Investment Counsellor and beyond
• Exposure to many aspects of Citi (i.e. Capital Markets, Alternative Investments etc)

Qualifications
Knowledge/Experience:

• 2-3 years of work experience in the Financial Industry
• Good experience in analyzing, interpreting and managing quantitative data
• The incumbent ideally has some prior market knowledge/experience within either: Equities, Fixed Income, Capital Markets or Alternatives

Skills:

• Fluent in English and Spanish, Portuguese a plus
• Ability to communicate effectively with co-workers and clients.
• Successful team worker with ability to work individually
• Pro-active service attitude and self-motivated
• Ability to tackle changes in a constructive manner
• Highly motivated and self-starter
• Good organizational skills, ability to work under pressure and prioritize within tight deadlines
• Proficiency of Microsoft applications (Word, Excel and PowerPoint) as well as Bloomberg
• User knowledge of Citi developed applications

Qualifications:

• University degree or equivalent in related discipline (e.g. Finance, Economy, Business Administration)
• Master degree or CFA a plus

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Job Family Group: Private Client Product Services
Job Family: Investment Counselor
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.
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.
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