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Investment Counselor Senior Lead

Citibank, N.A   Miami, FL   Full-time     Other
Posted on September 12, 2021

Investment Counselor Senior Lead for Citibank, N.A. (Miami, FL) Support delivery of investment solutions to Ultra-High Net Worth (UHNW) Mexican clients. Service UHNW Mexican clients by understanding their investment objectives & working in partnership w/ senior team members to deliver investment ideas & solutions. REQS: Bachelrs degree or frgn equiv in Financ, Econ, Stats, Bus Admin, Accountng or rld fld & 5 yrs of progrssv, post-baccaulaurate exp as an Invstmnt Associat, Invstmnt Stratgst, Invstmnt Lab Anlyst, Financl Advisr, or rld posn involvg portfolio mgmt for UHNW clients in Mexico. 5 yrs of exp must incld:  Legal/tax/accntng knwldge for fincl solutns in Mexico; Financl & anlytcl skills (bonds valuatn, equites technical & fundamntl anlysis, derivativs, privat equity, real estate, & hedge funds); Modrn portfolio theory; Structurd notes & derivativs; Tradng of bonds, stocks, & ETFs in int’l & US mrkts;  Bloombrg, Factset, & Pershng.  Reqs 20% int’l travel. Mail Resumes ref BL/ICSL/CRF to Citigroup Recruiting Dept., 3800 Citigroup Center Dr, Tampa, FL 33610. Citigroup is EOE. Direct apps only.


Citibank, N.A

Miami , FL