The Inv Sales Service Senior Analyst also known as the Investment Support Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.Responsibilities:
The Investment Sales Assistant Sr. Analyst role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives, and working with team members to help deliver, facilitate and implement investment solutions.
Provide high level of support, including but not limited to client market and price updates, trade execution, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services and assist with complex escalations. ISA will liaise with Ops partners regarding onboarding, account opening and modification, documentation approval, wire transfers, journals and securities transfers.
Develop a strong understanding of LatAM regional nuances and client base in order to provide tailored support to the front office and product specialists
Take market orders, provide timely execution and follow up
Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
Strong organizational skills, multi-tasking and time management very important
Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
Liaise with Private Banking partners including Private Bankers, RO's and Product Specialists
Create proposals and client presentation materials. Additionally, may attend client meetings, audit sales calls and investment reviews, and help follow-up with clients and bankers
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.
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:
Spanish or Portuguese fluency
5-8 years of experience
Banking and/or investment experience Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.
Banking and/or investment experience
Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.
Bloomberg
US Only: S7 & S63 & S65 or S66 and S31; 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 Sales ServicesTime Type:Full timePrimary Location:Miami Florida United StatesPrimary Location Full Time Salary Range:$72,880.00 - $109,320.00In 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.Anticipated Posting Close Date:Nov 22, 2024Citi 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)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.