Apply on Employer Site

Citi · 1 month ago

VP Portfolio Manager MACS

New York New York United States

Full-time

Onsite

Mid, Senior Level

$157K/yr - $236K/yr

6+ years exp

Citi Investment Management (CIM) is a group within Citi Private Bank that manages assets for high and ultra-high net worth clients. They are seeking a Portfolio Manager to contribute to investment management and portfolio construction, with responsibilities including daily portfolio management, client interactions, and risk monitoring.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers

Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines

On-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives

Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments

Implement research views into portfolios

Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors

Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis

Monitor existing investments and industry developments

Participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings

Interface with internal and external clients to support new business activities and client retention initiatives

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

Qualification

Portfolio managementAsset management experienceCFA certificationAnalytical skillsRisk assessmentClient interactionCommunication skillsInterpersonal skillsTeamwork

Required

6-10 years of direct experience in the asset management industry, preferably in a portfolio management role

Strong academic record

Bachelor's/University degree, Master's degree preferred

CFA preferred

Excellent written and verbal communication skills and interpersonal relationship management skills

Experience with face to face client interaction

Strong analytical skills and technical insight

Understanding of risk factors that drive investment performance

Demonstrated ability to work both independently and as part of a team

Preferred

Master's degree preferred

CFA preferred

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)