Investment Analyst » EltasJobs

Primary Location: United States,Florida,Miami
Education: Bachelor’s Degree
Job Function: Private Client Product Mgmt
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 18025233

Description

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.

Brief Description of the Organization
CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position
Under the supervision of the Citi Trust International Head of Investment Management Oversight, the Investment Analyst helps oversee the investment processes for international discretionary trust accounts and helps manage investment risk. The responsibilities of the position include the following:

Establishing the investment objectives for discretionary trusts
Determining the appropriate asset allocation and manager selection strategies
Performing periodic investment reviews, generating reports and presenting the results to senior management
Managing risk exposures in trust accounts
Reviewing and approving investment requests and proposals
Performing investment manager due diligence and ongoing monitoring
Preparing risk management reports for management and oversight committees.

Qualifications

3 years of investment management experience with a focus on international trust/fiduciary management and open architecture for traditional and alternative investments, including manager research and due diligence.
Strong knowledge and proven technical proficiency in investment management, including experience executing securities transactions in global fixed income and equity markets.
Portfolio analytics skills, including competence using and explaining Monte Carlo simulation analysis.
Proven experience with international trust structures and strategies.
Prior private banking/high net worth client experience.
Demonstrated ability to work independently, and execute sound reasoning and judgment.
Strong communication skills are required to interact effectively with private bankers, clients and their advisors.
Proven presentation and organizational skills.
Excellent PC skills, including advanced knowledge of Microsoft Office Applications.
Spanish language skills helpful.