Investment Associate Intmd Analyst
1 month ago
The Investment Associate Intmd Analyst is a developing professional role at Citi Private Bank, focused on servicing Ultra High Net Worth clients within the United States. This position involves working in partnership with senior team members to deliver investment solutions, monitoring market trends, and providing guidance to internal and external clients.
Responsibilities- Provide a wide range of investment advice and services to Ultra High Net Worth clients.
- Support senior members of the investment team in delivering investment solutions.
- Monitor market trends and provide guidance to internal and external clients.
- Prepare investment policy statements for prospective clients.
- Analyze economic trends and advise clients on their portfolios.
- Recommend changes to clients' holdings based on economic, financial, and market factors.
- Develop relationships with bankers and clients to grow the asset base.
- Assist senior team members in executing investment solutions and trades.
- Attend internal and external meetings to stay current on financial markets and products.
- Adhere to a specific prospecting code of conduct that prohibits certain methods of solicitation.
- Assess risk when making business decisions, considering the firm's reputation and regulatory requirements.
- A minimum of 2 years of relevant experience in the financial industry.
- A strong financial background and excellent communication skills.
- The ability to work without direction and be self-motivated.
- Client Advisor Competency Standards - Assessments I & II (obtained within 60 days of start date).
- A clear regulatory, legal, and compliance history.
- A Bachelor's/University degree or equivalent experience required.
- A Graduate Degree/MBA/CFA is a plus, but not required.
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