Investment Associate Senior Analyst

1 month ago


Singapore Citi Full time
Job Summary

The Investment Associate Senior Analyst is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in investment analysis. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the investment team.

Key Responsibilities
  • Provide investment advice and services to Ultra High Net Worth clients within the United States.
  • Support senior members of the investment team in delivering investment solutions to clients.
  • Monitor and provide guidance on market trends and economic activities to internal and external clients.
  • Prepare investment policy statements for prospective clients and analyze economic trends to advise on their impact on investor portfolios.
  • Recommend changes to investor holdings based on economic, financial, and market factors.
  • Develop relationships and generate ideas with bankers and clients to drive asset growth.
  • Engage clients on investment themes and solutions and assist in executing investment solutions and trades.
  • Attend internal and external meetings to stay current on financial markets and products.
  • Adhere to a prospecting code of conduct and assess risk when making business decisions.
Qualifications
  • 2+ years of relevant experience in finance or a related field.
  • Strong financial background and excellent written and communication skills.
  • Client Advisor Competency Standards - Assessments I & II (must be obtained within 60 days of start date).
  • Clear regulatory, legal, and compliance history.
Education
  • Bachelor's/University degree or equivalent experience.
  • Graduate Degree/MBA/CFA are a plus but not required.


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