Citi

Senior Investment Associate Analyst

Citi

full-time

Posted on:

Location Type: Hybrid

Location: Los Angeles • California • New York • United States

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Salary

💰 $103,680 - $155,520 per year

Job Level

Senior

About the role

  • Provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States
  • Focuses on servicing clients of Citi Private Bank by understanding their investment objectives
  • Monitor and provide guidance on the markets to internal and external clients
  • Prepare investment policy statements for prospective clients
  • Analyze economic trends/activities and advise the effects on the investors’ portfolios
  • Recommend changes to the investors’ holdings
  • Develop relationships and generate ideas with the bankers and clients
  • Engage clients on investment themes and solutions

Requirements

  • 5-8 years of experience
  • Bachelor's degree with concentration of economics, finance or business administration
  • Ability to communicate with co-workers and clients; excellent written and communication skills
  • US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment analysiseconomic trend analysisportfolio managementinvestment policy statementsclient servicinginvestment recommendations
Soft Skills
communication skillsrelationship buildingclient engagementidea generation
Certifications
S7S66S63S65Securities Industry Exam (SIE)