Job Description

The Investment Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by


considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial


awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication


and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external


customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the


business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

Partner with Private Bankers and Investment Counselors. Liaise with Citi Private Bank Investments Teams as well as directly with our clients. Coordinate negotiations with our client's in-house attorney and our Citi Private Bank attorney regarding client agreements. Participate in relationship review meetings with bankers and clients to explore investment management needs Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals Ensure that solution is implemented, remain in contact with client - look for add on business

Qualifications:

6-10 years of experience Excellent sales skills - ability to demonstrate online systems to clients and prospects Knowledge of Investments including Hedge Funds, Private Equity and Real Estate. Attention to detail and good follow-up skills Excellent written, listening and verbal communication skills The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills

Education:

Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Coverage
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Job Family:

Executive Financial Services
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Time Type:

Full time
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Most Relevant Skills

Please see the requirements listed above.
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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.
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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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