Investment Banking Senior Portfolio Analyst

Responsibilities

• Work closely with Senior RM's in order to ensure superior client advisory. The senior PC will leverage key research to promote investment themes and conduct portfolios reviews. EXPECTED Results and KPIs are: KPI achievement as per position objectives (Financial, Client Outcomes, Quality and Control), client satisfaction reflected in NPS (bottoms up), RM satisfaction with the service provided by the PCs (value add)
• Attend important client meetings and assist Senior RMs in addressing more complex client needs or requests. Track evolution and potential concentration trends of the investment product portfolio and individual clients' portfolio in order to ensure alignment with Citi's portfolio strategy.
• Ensure full and best usage of advisory tools. Contribute to the further development of sales advisory tools in order to ensure alignment with the bank's strategy and an optimal usage by RM's. Partner with Product Managers to deliver top quality products by providing feedback; give inputs into development of the Investment Products offering in line with clients' needs, market opportunities and the bank's product development strategy. Monitor market trends and work with Distribution and Product teams to recommend new product ideas.
• Partner with the sales force to identify product training needs and any special requirements. With the help of product specialists, ensure that the RMs or Client knowledge / training needs are identified and addressed. Help ensure and balance through education that ALL products are offered to ALL clients based on their needs and not limited to the client's or RM's current knowledge of particular solutions. Help spread knowledge of the innovations introduced by us more efficiently to the Senior RMs and client base.
• Help organize and carry out client events (external) and staff macroeconomic updates (internal)
• Coach more junior PCs on the art of the job as well as constantly train and improve their knowledge of the markets and investments and keep them up to date on our views.
  

Education and Career backgrounds

• CFA Degree a strong preference
• Degree in a quantitative, finance or economics discipline is a must. MBA or other finance related post-University degree is a plus
• Strong understanding of financial market and economies, market topics and investment products
• Strong product knowledge
• 8+ years of experience in investment advisory / investment research / Investment product management
• Experienced and comfortable in presenting to a variety of audiences, from small, focused groups to large conference venues, internal and external audiences