About this role
The Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO) , dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions across different Citi Wealth client segments. The position is responsible for helping Bankers & Investment counsellors build bespoke portfolios, deliver client-centric investment advice and analytics and contribute to the strategic objectives of the North America region while supporting the broader Citi Wealth CIO investment framework.
Our approach to work with clients on achieving their investment objective, and translating the CIO's global investment views into sophisticated, client-specific portfolios or strategies, drawing on the best global thinking and customizing it to the needs of each client's particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards colleagues across Citi Wealth and Citi as a whole.
The Senior Portfolio Specialist will have the opportunity to conduct bespoke asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. Innovation remains a cornerstone of the team's approach. The team is responsible for four key areas:
- Portfolio Insights & Construction – Building portfolios that leverage the views of Citi Wealth’s CIO global and regional themes, translating investment views into actionable portfolio solutions for clients across both public and private market asset classes.
- Customized Analytics – Provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities.
- Scalable Analytics – Supporting the development of analytical tools that enable client-facing teams to independently generate portfolio analytics, broadening the reach and impact of the CIO investment framework.
- Stakeholder Facing Analytical Expert – Presenting portfolio recommendations and ideas to internal bankers and investment counsellors in internal meetings/forums and also external client presentations/meetings.
This position would suit a proactive, energetic and quantitatively oriented investment professional with an analytical mindset who has the ability to leverage AI within their workflow and communicate complex solutions to clients clearly.
Responsibilities
Asset Allocation, Analysis & Advice
- Fully own and drive the process on a client by client basis of translating Citi Wealth CIO global and regional investment views into concrete asset allocation recommendations on a whole portfolio basis across both public and private market asset classes.
- Design customized asset allocation strategies for clients' portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, including philanthropy goals and generational transfer requirements.
- Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
- Perform statistical modeling across asset classes, including building in-house applications that allow insights to be scaled across the investment organization.
- Develop objective, actionable proposals for clients.
- Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others — internally and externally — on portfolio and investment topics openly and confidently.
- Partner with regional leadership from the client organization to identify and address market-specific strategic priorities, delivering tailored outputs that reflect the unique needs and behaviors of each market and support the region's agenda.
- Partner with manager selection and product teams across Citi Wealth to deliver whole portfolio solutions to clients
Experience and Qualifications
- Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.
- Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments.
- Knowledge with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools.
- Soft skills include a can-do attitude, sense of ownership and a team-player approach.
- Education: Degree in Economics, Mathematics, Finance, Engineering or related fields.
- Excellent communication skills (verbal / written) to all levels.
- Travel: 15% - 30%.
- Series 7, 66 or 63 and 65.
- Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Desirable:
- Previous investments experience with high and ultra-high net worth individuals.
- Previous investments experience in Outsourced CIO and/or Multi-Asset class organizations
- CFA, CAIA, FRM designation or progress towards these.
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## Job Family Group:
Private Client Product Services
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## Job Family:
Investment Analytics
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## Time Type:
Full time
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## Primary Location:
New York New York United States
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## Primary Location Full Time Salary Range:
$211 280,00 - $316 920,00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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## Most Relevant Skills
Please see the requirements listed above.
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## Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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## Anticipated Posting Close Date:
nov 04, 2026
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Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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