Investment Lab Analyst - Private Banking

Singapore, Singapore
14 Sep 2021
22 Sep 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Analysis & Advice
  • Design customized strategic and tactical asset allocation strategies for clients' portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements.
  • Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
  • Perform statistical modeling across asset classes.
  • Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients.
  • Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others - internally and externally - in work topics openly and confidently.
  • Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
  • Position relevant CPB's global and regional themes;
  • Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends

  • Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole.
  • Participate in the development, education and rollout of global initiatives, analytical tools and methods.
  • Consistently follow and support regulatory policies.


  • At least 3 years of professional experience in the financial industry
  • Knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.
  • Solid knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments.
  • Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools.
  • Strong written / verbal / proposal communication skills.
  • Soft skills include a can-do attitude, sense of ownership and a team-player approach.
  • Education: BA or BSc and beyond
  • Advanced skills in Excel, preferably with programming language capability
  • Strong Business English skills and fluent Cantonese language skills are mandatory

  • Any additional languages (Mandarin / Cantonese)
  • Previous investments experience with high and ultra-high net worth individuals
  • CFA designation or progress towards CFA
  • Knowledge of credit products, lendable values or Investment Finance
  • Knowledge of Python / other programming languages would be advantageous

Job Family Group:
Private Client Product Services

Job Family:
Investment Analytics

Time 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 .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

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