Citigroup, Inc

Hedge Fund Research Specialist

Citigroup, Inc$157K — $235K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years' investment experience in hedge funds
  • CFA designation preferred
  • Current US FINRA Registration: SIE, Series 7, Series 63 and Series 65 or equivalent
  • Must fulfill all US FINRA Registration requirements within 150 days of starting
  • Strong communication, analytical, and presentation skills
  • Team-oriented with a willingness to collaborate

Responsibilities

  • Analyze and conduct due diligence on investments
  • Manage oversight of hedge fund approval and documentation processes
  • Create performance reports and educational materials
  • Present investment recommendations to internal teams and clients
  • Collaborate with portfolio management teams to build client portfolios
  • Maintain a pipeline of appropriate investment products
  • Educate internal teams and clients about hedge fund strategies

Benefits

  • Medical, dental & vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation, sick leave, and holidays
Full Job Description
The Hedge Fund Research Analyst will be a key investment professional on the Citi Wealth Hedge Fund Research and Management ("HFRM") team. HFRM seeks to source and offer best-in-class investments across the hedge fund universe.

Responsibilities include:
  • Perform analysis and investment due diligence on both existing as well as prospective investments
  • Help manage oversight and implementation functions regarding the hedge fund approval, monitoring, and documentation processes
  • Generate performance reporting, fund guides, and other internal collateral to support the sales education process
  • Create, draft, and present recommendations to internal parties and wealth management clients of Citi with respect to funds under coverage, highlighting opportunities and risks
  • Work closely with the discretionary alternatives portfolio management team to help build successful portfolios for our clients
  • Help the broader team maintain a pipeline of products that are suitable for different client segments
  • Assist with education and training of bankers, financial advisors, and clients across both hedge fund strategies and individual funds
  • Collaborate with Citi's global sales teams around marketing and outreach for various investment opportunities
  • Ad-hoc participation and collaboration with other groups at Citi

Qualifications:
  • 5+ years' investment experience, including experience in hedge funds
  • CFA preferred.
  • Required current US FINRA Registration: SIE, Series 7, Series 63 and Series 65 or equivalent.
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
  • Strong written and verbal communication skills, analytical skills, and technical insight
  • Comfort presenting to various internal and external/client audiences
  • Desire and ability to be part of a dynamic team; strong team-player orientation is critical.

Education:
  • Bachelor's or master's degree with strong academic record required


#LI-LL2

Job Family Group:
Private Client Product Services

Job Family:
Investment Manager Research

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$157 040,00 - $235 560,00

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:
jul 27, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right

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
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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