Senior Investment Associate Analyst

Citi

Investment Associate Senior Analyst providing investment advice to Ultra High Net Worth clients at Citi. Engaging in market analysis and client relationship management with a focus on investment solutions.

Posted 4/15/2026full-timeLos Angeles • California, New York • 🇺🇸 United StatesSenior💰 $103,680 - $155,520 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment analysiseconomic trend analysisportfolio managementinvestment policy statementsclient servicinginvestment recommendations

Soft Skills

communication skillsrelationship buildingclient engagementidea generation

Certifications

S7S66S63S65Securities Industry Exam (SIE)