Citi Investment Management (CIM) is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $25 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 Multi-AssetClass Solutions (MACS) team, a $20 billion unit that is responsible for full discretion portfolios across traditional and alternative asset classes. The candidate will be responsible for the ongoing management of MACS portfolios under the guidance of the team’s senior portfolio manager(s) and will also play an active role in positioning the team’s strategies with Citi Wealth advisors and end clients.
Responsibilities
Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
Aid in the continued enhancement of MACS’ value proposition with clients and prospects
Development of external facing content and liaison with various partners in the creation of materials with partner teams
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 judgement 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
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.
Anticipated Posting Close Date: Feb 26, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
Aid in the continued enhancement of MACS’ value proposition with clients and prospects
Development of external facing content and liaison with various partners in the creation of materials with partner teams
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 judgement 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
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.
Anticipated Posting Close Date: Feb 26, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr