Vacancy caducado!
The Investment Associate within LATAM is a seasoned professional role. Applies in-depth disciplinary knowledge of financial markets, contributing to the development of client relationships and the improvement of processes for the area.The ideal candidate should be able to integrate subject matter of Capital Markets and Managed Investments with a hands on attitude. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material building client presentations. Should be able to analyze a large amount of information translating it into bite sized for internal and external consumption.Strong communication and diplomacy skills are required to be able to navigate the several stakeholders involved in the day to day job. Also, should be able to blend it with technical skills to quote and execute trades. Attention to detail is key when preparing information that will be delivered externally.Responsibilities:The role of the Investment Associate is to support Investment Counselors providing advice to Ultra High Net Worth client base within Latin America.
Help support the senior members of the investment team in their delivery of investment solutions to clients.
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
Analyze economic trends/activities and advise the effects on the investors’ portfolios
Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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:2-5 years of experience
Languages: Fluent in English and Portuguese
Location: New York
Ability to travel.
Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:Bachelor's/University degree or equivalent experience
Responsibilities:The role of the Investment Associate is to support Investment Counselors providing advice to Ultra High Net Worth client base within Latin America.
Help support the senior members of the investment team in their delivery of investment solutions to clients.
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
Analyze economic trends/activities and advise the effects on the investors’ portfolios
Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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:3-6 years of experience
Languages: Fluent in English and Spanish or Portuguese
Location (flexible): New York, Miami or Houston.
Ability to travel.
Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:Bachelor's/University degree or equivalent experience
Job Family Group:Private Client Product ServicesJob Family:Investment CounselorTime Type:Citi is an equal opportunity and affirmative action employer.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.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Vacancy caducado!