Equity Investment Manager Research Analyst

Primary Location: United States,Delaware,Wilmington

Other Location: United States,New York,New York

Education: Bachelor’s Degree

Job Function: Research

Schedule: Full-time

Shift: Day Job

Employee Status: Regular

Travel Time: Yes, 10 % of the Time

Job ID: 17006865


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Job Overview

Working with the Global Managed Investments (GMI) Investment Manager Research (IMR) and Due Diligence teams, this role supports Citi Private Bank’s third-party traditional investments offering of offshore mutual funds, U.S. mutual funds, separately managed accounts (SMAs) and exchange-traded funds (ETFs).

Position requires an individual with knowledge of the investment management industry, ability to source third-party fund managers and provide periodic investment manager research and due diligence maintenance functions. The individual is expected to be able to work in a team environment; day-to-day responsibilities will be focused on fund manager research and selection, however, responsibilities will also require close interaction and partnership with global product management functions and regional managed investments sales teams in Asia, Latin America, Europe and North America.

Investment Manager Research responsibilities will focus on traditional, long-only separate account equity managers, as well as selected regulated U.S. ’40 act mutual funds, and offshore equity funds (mostly UCITs) across broad global equity asset categories. Role particularly suited to candidates able to offer prior experience in coverage of offshore equity mutual funds and separately managed accounts.

Individuals should have a passion for investing, and willingness to source, research and discuss investment ideas in close conjunction with team colleagues locally and globally, as a basis for providing high quality investment strategies to CPB and its clients.

Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for clients through its approximately 550 private bankers and investment counsellors in more than 30 countries. The 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 Citi’s Corporate and Investment Bank. CPB’s Private Bankers act as financial architects, designing and coordinating insightful solutions for individual client needs, with an emphasis on personalised, confidential service.

Active involvement in third-party fund sourcing, research, selection and due diligence functions (both initial and ongoing), with responsibility for sector research coverage of CPB’s universe of third-party fund managers.

Analyze funds in the context of changing macroeconomic environment, as a basis for dynamically recommending the most suitable investment strategies for use by US and non-US clients

Implement Citi’s Global third-party due diligence and investment manager research standards and maintain formal manager research documentation and associated materials, using selected research software packages and analytical systems. This may also include maintenance of internal or external client facing materials designed to support product knowledge/understanding, product sales, and product reporting

Prepare insightful and opinionated communications (oral and written) in a timely manner regarding material manager events, implementation ideas, market developments, performance issues, etc. to CPB bankers/investment counsellors, sales channels and other business partners

Act as a point of contact for ad-hoc product requests from both CPB Global Product Management and CPB sales channels.

Interaction with both existing and prospective third-party investment management companies

Active teamwork with colleagues and peers in other key CPB regions and user groups of CPB’s investment offering such as CPB’s internal asset management, Citi Investment Management (CIM), CPB’s Investment Labs and certain aspects the Global Consumer Bank’s investment selections

Development Value

Increased understanding and hands-on experience in manager research, in particular underlying processes, research methodology, and skills.

Further development of skills in investment research, portfolio management as well as internal marketing and sales.

Exposure from a research perspective to a number of asset classes, and associated investment strategies (both traditional and alternative).

Exposure to a business with ambitious growth plans and associated opportunities, however within a truly global, top five investment bank.


Previous exposure to qualitative and quantitative manager analysis is beneficial

Preference for candidates with experience within a third-party manager research and platform setting, open architecture/fund related business field.

Preference for candidates with particular experience among multiple equity asset classes

Proven experience in a client focused, deadline driven financial services business required

Strong team player with willingness to learn, and ability to develop quickly into a growing, effective team

Demonstrated analytical skills who can build and defend well supported investment opinions based on insights drawn from interviews, data analysis and peer group awareness

Strong organization skills essential

Strong communication skills, both verbal and in professional written form

Previous experience using industry standard software packages, including Morningstar Direct, Style Advisor (Zephyr), or eVestment Alliance

The candidate must possess strong quantitative and deductive reasoning skills and be IT proficient, particularly with Excel and PowerPoint.

Education to degree level in financial discipline with relevant previous fund manager research experience

CFA Charterholder or actively pursuing designation

Candidates should have Series 7and 66 (or 63 and 65) license or obtain within the first 3-6 months

Attention to Detail

Strong Analytical Ability

Communication and Presentation Skills

Initiative & Innovation

Organizational Skills

Strong Teamwork Ethic

Adaptable/Flexible persona, “Can-do” attitude, entrepreneurial character.

This role will suit self-motivated individuals with an ability to work in a growth environment.

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