Citigroup, Inc

Multi Asset Class Portfolio Manager

Citigroup, Inc • $170K — $300K *
New York, NY 10025In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 15+ years of multi-asset class portfolio management experience, ideally with an asset manager or OCIO.
  • Willingness to thrive in a high-pressure, results-driven environment.
  • Current US FINRA Registration: SIE, Series 7 and 66 (or Series 63 & 65) required within 150 days of employment.
  • Bachelor's degree required; Master's degree preferred.
  • CFA designation preferred.
  • Exceptional written and verbal communication skills with strong interpersonal abilities.
  • Experience in client relations and creating marketing materials.

Responsibilities

  • Manage a select group of MACS portfolios on a daily basis, including monitoring asset exposures and rebalancing.
  • Optimize investment performance with an emphasis on third-party manager selection.
  • Enhance portfolio management tools to improve efficiency and scalability.
  • Prepare and deliver portfolio performance reviews for clients and updates for internal teams.
  • Develop external marketing materials and performance commentary for MACS.
  • Support new business initiatives as a subject matter expert on asset allocation and implementation.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) plan with company contributions.
  • Life, accident, and disability insurance.
  • Access to wellness programs.
  • Generous paid time off, including vacation and sick leave.
Full Job Description
The Multi-Asset Class Solutions (MACS) team, with $23 billion in AUM globally, sits within CIM. MACS works closely with Citi Wealth's Chief Investment Office (CIO) team and is responsible for the management of full discretion portfolios for thousands of Citi Wealth clients. The portfolios are highly customized across risk levels, tax sensitivity, level of active risk, traditional and alternative asset classes, and other variables. The end clients range from retail-sized to family office and institutional mandates with >$1 billion in assets.

We believe that MACS will grow meaningfully in the coming years and are seeking a high performing senior portfolio manager to join the team. The candidate will focus on the day-to-day management of MACS portfolios, as well as a variety of investment and client-facing duties.

Responsibilities:
  • Daily management of a select group of MACS portfolios. Includes monitoring asset class exposures relative to target, rebalancing for the latest asset class targets, investing or selling for cash flows, monitoring portfolio implementation and active risk, and corresponding with the sales force on a variety of ad hoc topics.
  • Drive investment performance of all MACS portfolios via a number of dimensions but with a particular focus on third party manager selection.
  • Assist with the continued enhancement of MACS portfolio management tools and processes with the objectives of decreasing latency and maximizing efficiency and scale across MACS.
  • Deliver portfolio reviews to end clients and a variety of updates to the sales team and senior management on the performance and positioning of MACS portfolios.
  • Aid in the continued development of MACS external facing marketing material, performance commentary, and portfolio positioning.
  • Contribute to new business opportunities as a technical expert on asset allocation, manager selection, and the implementation of portfolios.


Qualifications:
  • 15+ years of experience in multi-asset class portfolio management. Experience can be with an asset manager, wealth manager, or Outsourced CIO (OCIO).
  • Desire to work in a fast-paced environment alongside high performing individuals focused on delivering strong investment and commercial outcomes in MACS.
  • Required current US FINRA Registration: SIE, Series 7 and 66 (or Series 63 & 65) within 150 days of starting in the role
  • Bachelor's/University degree, Master's degree preferred
  • CFA preferred
  • Outstanding written and verbal communication skills.
  • Excellent interpersonal relationship management skills.
  • Experience with clients and prospects.
  • Experience with externally facing marketing materials and content.
  • Demonstrated ability to work both independently and as a part of small and large teams.


Job Family Group:
Private Client Product Services

Job Family:
Investment Portfolio Management

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00

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 19, 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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