Citigroup, Inc

Multi Asset Class Portfolio Vice President -

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

Qualifications

  • 6-10 years of asset management experience, ideally in a portfolio management role
  • Strong academic background with Bachelor’s degree; Master’s preferred
  • Current US FINRA Registration: SIE, Series 7 and 66 (or Series 63 & 65) required within 150 days
  • CFA designation preferred
  • Excellent communication and interpersonal skills for client interaction
  • Strong analytical skills with technical insights
  • Understanding of investment performance risk factors

Responsibilities

  • Manage daily portfolios of model/custom accounts under senior guidance
  • Contribute to investment strategy and implement portfolio risk guidelines
  • Engage in client interactions and support sales/marketing efforts
  • Monitor trends and provide proactive investment conclusions
  • Implement research insights into client portfolios
  • Analyze risk and portfolio exposures using quantitative tools
  • Collaborate with portfolio managers and analysts in investment meetings

Benefits

  • Medical, dental, and vision insurance
  • 401(k) contributions
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and sick leave
  • Paid holidays
Full Job Description
Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $70 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM's strategies.The candidate will be responsible for the daily management of CIM portfolios under the guidance of the team's senior portfolio manager(s).

Responsibilities:
  • Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
  • Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
  • On-site prospect/client interactions, client maintenance, and support of sales/marketing initiatives
  • Stay abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
  • Implement research views into portfolios
  • Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors
  • Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
  • Monitor existing investments and industry developments
  • Participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings
  • Interface with internal and external clients to support new business activities and client retention initiatives
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 6-10 years of direct experience in the asset management industry, preferably in a portfolio management role
  • Strong academic record
  • Bachelor's/University degree, Master's degree preferred
  • Required current US FINRA Registration: SIE, Series 7 and 66 (or Series 63 & 65) within 150 days of starting in the role.
  • CFA preferred
  • Excellent written and verbal communication skills and interpersonal relationship management skills
  • Experience with face to face client interaction
  • Strong analytical skills and technical insight
  • Understanding of risk factors that drive investment performance
  • Demonstrated ability to work both independently and as part of a team

Education:
  • Bachelor's/University degree, Master's degree preferred


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:
$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 08, 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
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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