Investment Analyst

The Investment Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy byconsidering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communicationand diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of thebusiness. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Responsibilities:Partner with Private Bankers and Investment Counselors.Liaise with Citi Private Bank Investments Teams as well as directly with our clients.Coordinate negotiations with our client's in-house attorney and our Citi Private Bank attorney regarding client agreements.Participate in relationship review meetings with bankers and clients to explore investment management needsRespond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the clientDelve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposalsEnsure that solution is implemented, remain in contact with client - look for add on businessQualifications:6-10 years of experienceExcellent sales skills - ability to demonstrate online systems to clients and prospectsKnowledge of Investments including Hedge Funds, Private Equity and Real Estate. Attention to detail and good follow-up skillsExcellent written, listening and verbal communication skillsThe ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skillsEducation:Bachelor's/University degree, Master's degree preferred------------------------------------------------------Job Family Group: Private Client Product Services------------------------------------------------------Job Family:Investment Analytics------------------------------------------------------Time Type:Full time------------------------------------------------------Most Relevant SkillsPlease see the requirements listed above.------------------------------------------------------Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.------------------------------------------------------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.