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Portfolio Manager - Stamford

Citi

Citi

Portfolio Manager - Stamford

Stamford, CT
Paid
  • Responsibilities

    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 strategies. The 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:

    • FINRA Series 7,66 PREFERRED
    • 4-8 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

    JOB FAMILY GROUP: Private Client Product Services JOB FAMILY: Investment Portfolio Management TIME TYPE: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review ACCESSIBILITY AT CITI. View the "EEO IS THE LAW" poster. View the EEO IS THE LAW SUPPLEMENT. View the EEO POLICY STATEMENT. View the PAY TRANSPARENCY POSTING Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

  • Industry
    Financial Services
  • About Us

    Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.