Citigroup, Inc

Portfolio Construction & Analytics Americas Director

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 experience in portfolio construction, asset allocation, or multi-asset strategy ideally in institutional consulting or global wealth management.
  • Deep experience in scalable multi-asset portfolio architectures.
  • Expertise in macro-driven and factor-aware portfolio construction frameworks.
  • Strong grounding in quantitative methods like factor models and stress testing.
  • Proven ability to communicate complex investment concepts to institutional and high-net-worth clients clearly.
  • Executive presence and credibility with global clients and partners.
  • Current US FINRA Registration (SIE, Series 7, 24, 31, 63, 65) must be obtained within 150 days of employment.

Responsibilities

  • Design strategic and thematic portfolio templates in collaboration with Bankers and Financial Advisors.
  • Translate insights into portfolio positioning by partnering with the CIO Office.
  • Drive portfolio construction that balances returns, risks, and liquidity for client mandates.
  • Apply scalable frameworks for personalized portfolio recommendations as set by the team.
  • Express investment views through various vehicles including ETFs and mutual funds with Capital Markets specialists.
  • Guide trade structuring and tax-aware implementation in line with CIO directions.

Benefits

  • Medical, dental, and 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
This role spans strategic and tactical asset allocation, factor-aware portfolio construction, risk budgeting, implementation guidance, ETF/fund selection oversight, and close partnership with Investment Solutions, including the Capital Markets teams.

Key Responsibilities

Strategic Asset Allocation & Portfolio Architecture
  • Work with Bankers, Investment Counsellors and Financial Advisors to design strategic, dynamic, and thematic portfolio templates and portfolio "building block" advisory frameworks for their clients.
  • Partner closely with all areas of the CIO Office (Portfolio Strategy & Portfolio Advisory) to translate insights into portfolio positioning.


Portfolio Construction & Risk Management
  • Drive portfolio construction logic that balances return opportunity, downside risk management, and liquidity for individual client mandates
  • Apply consistent frameworks as set by the Portfolio Construction & Analytics team that allows for personalized portfolio recommendations at scale.


Investment Expression & Implementation
  • Partner with Capital Markets specialists to express views through ETFs, SMAs, mutual funds, derivatives overlays, and customized multi-asset strategies consistent with CIO views.
  • Provide guidance on trade structuring, hedging overlays, liquidity sequencing, and tax-aware implementation consistent with CIO views.


Qualifications & Experience
  • 15 years of experience in portfolio construction, asset allocation, or multi-asset strategy-preferably in an institutional consulting, global wealth management, or a multi-asset investment firm.
  • Deep experience building scalable multi-asset portfolio architectures.
  • Deep expertise in macro-driven and factor-aware portfolio construction frameworks.
  • Strong grounding in quantitative methods (e.g., factor models, scenario analysis, return forecasts, stress testing, attribution).
  • Demonstrated ability to communicate complex investment concepts with clarity and conviction to both institutional professionals and high-net-worth clients.
  • Executive presence and high credibility with global clients and internal partners.
  • Required current US FINRA Registration: SIE, Series 7, 24, 31, 63, 65. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.

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


Job Family Group:
Private Client Product Services

Job Family:
Investment Analytics

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 30, 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.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

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We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

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Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

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Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

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At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

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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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