Citigroup, Inc

Wealth CIO - Macro Portfolio Strategist - Senior Vice President

Citigroup, Inc • $192K — $288K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-10 years of investment experience in fundamental equity and macroeconomic research.
  • Background in wealth management, asset management, or investment banking.
  • Ability to develop original investment insights and actionable strategies.
  • Strong grasp of macroeconomics, corporate fundamentals, and capital markets.
  • Experience with detailed analysis of companies and industries.
  • Excellent written and verbal communication skills for conveying complex ideas.
  • Collaborative approach across various investment and client-facing teams.

Responsibilities

  • Develop actionable investment insights across multiple asset classes.
  • Translate research into portfolio allocation strategies and themes.
  • Refine portfolio construction and risk management processes with the Portfolio Strategy head.
  • Create high-quality presentations and thought leadership material for stakeholders.
  • Collaborate with global research teams to ensure research consistency.
  • Support the creation of tactical ideas for institutional and client implementations.
  • Drive revenue growth through partnership with capital markets and client teams.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement plan options.
  • Life, accident, and disability insurance coverage.
  • Wellness program initiatives.
  • Generous paid time off, including vacation and sick leave.
  • Paid holidays throughout the year.
Full Job Description
Overview

The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated, actionable insights across asset classes, connecting macroeconomic and thematic developments to portfolio construction and client outcomes. The strategist will be responsible for developing investment views, producing portfolio recommendations, and enhancing the rigor of the team's allocation, research, and risk management frameworks.

The strategist will work closely with the Portfolio Strategy team, the CIO, and partners across research, capital markets, and client coverage. The role will help shape asset allocation views, sector and thematic positioning, portfolio construction frameworks, and client communications across the Citi Wealth platform.

Key Responsibilities

  • Develop high-conviction investment insights across equities, fixed income, alternatives, and multi-asset portfolios, integrating macroeconomic, market, and thematic perspectives.


  • Translate economic and market research into actionable portfolio implications, including asset allocation tilts, sector positioning, and thematic exposures.


  • Partner with the Head of Portfolio Strategy to refine and implement portfolio construction and risk management processes that drive consistent long-term performance relative to benchmarks.


  • Produce high-quality thought leadership, presentations, and commentary for internal and external stakeholders.


  • Collaborate with research teams across the firm to leverage global insights, ensuring scalability and consistency of research processes.


  • Support the development of thematic and tactical portfolio ideas that can be implemented at both institutional and client levels.


  • Contribute to revenue growth through close partnership with the capital markets desk and client-facing teams.


Qualifications

  • Approximately 5-10 years of relevant investment experience, including meaningful experience in both fundamental equity research and macroeconomic, market, or cross asset research.


  • Experience gained within wealth management, asset management, investment research, portfolio management, investment banking, or a comparable institutional investment environment.


  • Demonstrated ability to develop original investment views and translate research into actionable portfolio decisions.


  • Strong understanding of macroeconomics, corporate fundamentals, valuation, capital markets, market structure, and cross asset relationships.


  • Experience analyzing companies and industries, including earnings drivers, competitive positioning, financial statements, valuation, and catalysts.


  • Exceptional written and verbal communication skills, with a demonstrated ability to present complex investment ideas clearly and persuasively.


  • Proven ability to collaborate across investment, research, capital markets, product, and client facing teams.


  • Bachelor degree is required


Preferred Characteristics:

  • Intellectual curiosity and a willingness to challenge consensus views through rigorous, evidence-based analysis.


  • A balanced investment mindset that combines fundamental discipline with an understanding of macroeconomic regimes and market behavior.


  • Strong personal ownership, attention to detail, and a consistent focus on delivering high quality outcomes for clients.


  • Strategic thinker who can balance long-term vision with near-term tactical opportunities.


  • A builder mentality, with enthusiasm for strengthening the team's capabilities, processes, and culture.


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:
$192,000.00 - $288,000.00

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:
Jul 28, 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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