Global Investment Lab Regional Lead - LatAm

New York, USA
Jun 12, 2019
Jul 12, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: United States,New York,New York
  • Education: Master's Degree
  • Job Function: Private Client Product Mgmt
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 25 % of the Time
  • Job ID: 19020839


About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.
Description of the Position
The Global Investment Lab is an integral part of Citi Private Bank's investments organization, dedicated to delivering comprehensive, analytical and highly customized investment strategies with specific actionable solutions for ultra-high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank's revenue generating efforts in the Latin America region.
Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the Private Bank and across Citi.
The senior analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It allows a unique focus on innovation as it is a cornerstone of the
Global Investment Lab. The team is responsible for three key areas:
• Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
• Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)
• Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).
Senior Analysts are expected - together with Bankers and Counsellors - to identify issues, establish the right approach for client analyses and be able to discuss the results directly with clients. He/she will design custom asset allocation, know our "focus list" managers and key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to the client's portfolio.

This position would suit a proactive and energetic analyst with an analytical mindset and ability to communicate complex solutions to clients clearly.
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.
• 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.


• Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.
• 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.
• Expertise in Microsoft Excel and PowerPoint.
• Expertise with Python.
• Soft skills include a can-do attitude, sense of ownership and a team-player approach.
• Education: MBA or Master's Degree / PhD Degree in Finance, Engineering or related fields.
• Excellent communication skills (verbal / written / proposal) to all levels.
• Fluency in Spanish (verbal / written).
• Travel: 25%+.
• Series 7, 66 or 63 and 65.
• Any additional languages.
• Previous investments experience with high and ultra-high net worth individuals.
• CFA, CAIA, FRM designation or progress towards these.
• Knowledge of credit products, lendable values or Investment Finance.

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