Investment Portfolio Associate

An exciting opportunity has arisen within Citi Investment Management (CIM) for a dedicated Portfolio Associate. This role offers a chance to join a dynamic team within Citi Wealth, focused on managing assets for high and ultra-high net worth clients globally. CIM prides itself on its diverse investment strategies across single and multi-asset class products, making this a strategic position for an aspiring investment professional.

This role is designed to immerse you in the core functions of investment management and portfolio construction. As a Portfolio Associate, you will be instrumental in supporting Portfolio Managers (PMs) with the practical implementation of investment portfolios, while also contributing to the broader efficiency of the portfolio associate team.

Key Advantages for Candidates:

• Direct Exposure to Global Wealth Management: Gain invaluable experience managing assets for a global clientele of high and ultra-high net worth individuals, providing a deep understanding of sophisticated investment strategies.
• Hands-on Portfolio Management Support: You will be at the forefront of daily trading activities, FX processing, and managing operational queries, offering practical, real-world experience in portfolio execution.
• Intermediary Role with Operations: Serve as a vital link between Portfolio Managers and operational teams, honing your communication and problem-solving skills in areas like account opening, asset transfers, and trade query resolution.
• Client Focus and Risk Management: Develop a keen eye for client special instructions and guideline monitoring, ensuring adherence to investment objectives and contributing to the firm's commitment to risk assessment and compliance.
• Project Leadership: Opportunities exist to lead new projects and coordinate with business management, showcasing your initiative and ability to drive strategic initiatives.
• Career Development: This role provides a solid foundation for growth within investment management, with access to extensive learning and development resources.
• Competitive Compensation and Benefits: CIM offers a competitive salary, a discretionary annual bonus, a generous holiday allowance, private medical insurance, a pension plan, paid parental leave, and more, demonstrating a commitment to employee well-being.
• Hybrid Working Model: Benefit from a flexible work environment with up to two days of remote work per week, promoting work-life balance.

Key Considerations for Your Career Path:

• Experience Required: Candidates are expected to have 5-7 years of direct financial industry experience. This suggests the role is suitable for those who have already established a foundational career in finance and are looking to specialize.
• Essential Skills: A strong academic record, exceptional attention to detail, the ability to take initiative and function independently, and excellent interpersonal skills are critical. Proficiency in Excel is a must.
• Technical Aptitude: While expertise in systems like Charles River is a plus, a demonstrated ability to learn and adapt to new technologies will be beneficial.
• Proactive Problem-Solving: The role demands a proactive approach to identifying and resolving portfolio and operational issues, requiring strong analytical and problem-solving capabilities.
• Team Collaboration: While independence is valued, the ability to work effectively as part of a team is paramount, as you will be collaborating closely with PMs and operations.
• Commitment to Compliance: A thorough understanding and application of compliance, ethical judgment, and risk assessment are fundamental to this position, reflecting Citi's dedication to safeguarding its reputation and client assets.

This Portfolio Associate position at Citi Investment Management presents a compelling opportunity for individuals seeking to deepen their expertise in wealth management and contribute to a globally recognized financial institution. If you possess a strong financial acumen, a dedication to client service, and a desire to excel in a challenging yet rewarding environment, this role could be a significant step in your career progression.