Citi Investment Management (CIM) is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $100 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 Portfolio Solutions 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
* Frequent 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 tactical views into portfolios while carefully managing risk
* Monitor risk of client accounts and utilise quantitative tools to analyse 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 mutual funds/regions/sectors/companies 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 Citi, 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:
* A good track record of experience in the asset management industry, preferably in a portfolio management role
* Strong academic record
* Bachelor's/University degree
* 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
* Fluency in a European language would be advantageous.
Education:
* Bachelor’s/University degree
* CFA qualified (or close to completion)
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
* Honesty, integrity and reputation
* Financial soundness
* Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check
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Job Family Group:
Private Client Product Services
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Job Family:
Investment Portfolio Management
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Time Type:
Full time
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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.
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