Citigroup, Inc

Head of Direct Private Investments

Citigroup, Inc • $250K — $500K *
New York, NY 10025Hybrid
Finance & Insurance
11 - 15 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 15+ years of experience in investment banking or private equity origination, focusing on Family Office clients.
  • Proven track record in sourcing and negotiating complex transactions.
  • Strong analytical skills with experience in evaluating investments based on quantitative and qualitative criteria.
  • Advanced proficiency in financial analysis, Excel, and PowerPoint.
  • Experience executing global business strategies in high-pressure corporate environments, managing numerous projects simultaneously.
  • Exceptional communication and interpersonal skills, necessary for cross-department collaboration.

Responsibilities

  • Lead the strategic development of Direct Private Investing activities, including team management and talent development.
  • Originate investment opportunities through personal and internal Citi networks, and external private equity sponsors.
  • Oversee the deal pipeline from initial due diligence to final approvals and presentations.
  • Facilitate onboarding processes for large Family Office clients alongside the ICS Team.
  • Monitor past transactions and maintain relationships with deal sponsors to ensure ongoing engagement.
  • Collaborate on deal distribution with Sales Specialists to identify client interests across regions.
  • Lead the DPI product program's development, ensuring compliance with regulatory standards and risk management.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement savings plan.
  • Life, accident, and disability insurance.
  • Access to wellness programs.
  • Generous paid time off, including vacation and sick leave.
Full Job Description
Citi Wealth Investment Solutions is seeking a Head of Direct Private Investments (DPI), a key growth pillar for our Investment Solutions business. The candidate will report to the Head of Alternatives and Investment Manager Solutions and lead our efforts to originate, evaluate, approve, and distribute compelling direct private investment opportunities for Family Offices and other sophisticated Citi Private Bank clients. The Head of DPI will also collaborate closely with Citi Wealth's Integrated Client Solutions (ICS) team, Chief Investment Office, Platform Management team, and Sales Specialists, as well as other key functional partners that support the broader Investment Solutions business.

Responsibilities:
  • Lead the strategic development and implementation of Citi Wealth's Direct Private Investing (DPI) activities, including team leadership, talent management (attracting, motivating, developing, and retaining talent), infrastructure development, defining product identity and brand, and ensuring an optimal client and banker experience.
  • Originate direct private investment opportunities through personal networks and Citi's internal networks (e.g., Investment Bank, Capital Markets, PERE and HF teams, Family Office network), as well as external sources like private equity sponsors and CPB clients.
  • Manage the deal pipeline, including conducting initial due diligence, comprehensive review of potential transactions (valuation, terms, structure), sign-off on proposed deals and documentation, and presentation to Investment Operating Committees for approval.
  • Work with the ICS Team and large Family Office clients to facilitate the onboarding process, including ISDA negotiation and documentation requirements.
  • Oversee the monitoring of past transactions and maintain relationships with deal sponsors.
  • Collaborate on the distribution of DPI deals with Sales Specialists teams across regions to identify client appetite, requiring close coordination with the broader UHNW Banker and IC communities.
  • Own the DPI product program, leading the development and enhancement of its framework, governance processes, and ensuring strict adherence to all global regulatory, legal, and compliance standards in partnership with control functions. This includes proactively managing risk and fostering a strong control environment.
  • Stay abreast of market trends and news, develop proactive views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic developments.
  • Partner with other global, regional, and country leaders to share best practices and drive business strategies, solutions, and client-centric approaches to differentiate Citi and achieve substantial growth targets.
  • Serve as a senior spokesperson and thought leader for Citi DPI, elevating the Firm's profile and brand through active engagement at industry conferences, media interactions, client presentations, and the delivery of compelling market thought leadership (e.g., white papers, commentary, proprietary research) on private market trends.
  • Provide centralized oversight and strategic direction across all DPI activity pillars, ensuring coordination across functional teams, consistent deal standards, and an unified client experience. Develop and maintain standard reporting metrics and dashboards for senior management to track pipeline activity and deal performance.


Qualifications:
  • 15+ years of experience in investment banking, private equity origination or similar roles, with a demonstrated ability to source, diligence, structure, assess, negotiate, package, and market transactions of particular interest to Family Office clients.
  • Extensive experience in evaluating company investment opportunities with a proven track record of assessing quantitative and qualitative investment parameters to meet target client investor appetites.
  • Relevant financial analysis and corporate finance skills related to the evaluation of early-stage private companies.
  • Strong analytical & problem-solving skills, including Advanced Excel and PowerPoint proficiency, with familiarity in working with large amounts of data.
  • Experience implementing complex business strategies in a corporate environment at a global level. Demonstrable time management and organizational skills, with the ability to meet deadlines successfully, including the maturity to perform well under pressure and successfully manage several projects at a time.
  • Excellent communication, presentation, and interpersonal skills, essential for collaboration across Investment Solutions, Investment Banking, and Capital Markets.
  • Strong teamwork, communication, presentation, and interpersonal skills.

Education:
  • Bachelor's degree/University degree or equivalent experience.
  • Master's degree preferred.
  • CFA preferred.


Job Family Group:
Product Management and Development

Job Family:
Product Management

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$250 000,00 - $500 000,00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
jun 29, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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