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Citi · 2 months ago

Private Market Research Analyst (Evergreen) Citi Wealth

Boston Massachusetts United States

Full-time

Hybrid

Senior Level, Lead/Staff

$192K/yr - $288K/yr

8+ years exp

Citi is a global financial services company, and they are seeking a Private Market Research Analyst to join their Global Alternatives research team. The role involves the analysis, diligence, structuring, and syndication of evergreen fund opportunities for Citi Wealth’s clients, focusing on investment strategies and educating the global banker and financial advisor base.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Lead the diligence, structuring, onboarding, and negotiation of evergreen product offerings for Citi Wealth clients

Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth clients

Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts of newly launched investment offerings

Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings

Provide verbal and written updates to clients and respond to inquiries on investment offerings

Ongoing monitoring of existing evergreen product offerings including quarterly performance updates

Provide timely and frequent updates to global senior management

Understand and provide investment solutions to rapidly changing alternatives investment environment

Qualification

Evergreen fund structure knowledgePrivate equity experienceReal estate experienceCFA certificationInvestment management experienceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordAnalytical skillsPresentation skillsOrganizational skillsCommunication skillsProblem solving

Required

BS/BA in finance, economics, accounting, mathematics, statistics, or related field required

8-10 years relevant experience in real estate, private equity, or investment management

Prior experience with the onboarding and distribution of evergreen investment strategies

Superior written and verbal communication skills along with strong analytical and presentation skills

Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines

Must be able to work as an effective, collaborative team member in a global environment as well as independently lead tasks as necessary

Demonstrated problem solving ability and drive to leverage available resources to create solutions and suggestions for senior team members

Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations)

Securities Industry Essentials Exam (SIE), Series 7, Series 66 required

Preferred

master's degree preferred

CFA preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)