At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation.  The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the Private Bank and across Citi.

The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It requires a unique focus on innovation as it is a cornerstone of the Investment Lab.  The team is responsible for following:

• Client Analytics: Provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)

• Identifying Common Client Themes: Articulation of Asset Allocation strategies to tackle common client themes based on global and regional themes, positioning our solutions offering and strategy development

• Ongoing development of New Analytical frameworks and tools and both scaling these and improving productivity through the use of technology and AI Tools.

The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client the Citi Private Bank views and how to apply them to the client’s portfolio.  

This position would suit a proactive and energetic analyst with an analytical mindset and the ability to manage his/her time around business priorities.  The opportunities for skill-set growth are high because of the wide range of subjects covered.

Analysis & Advice

• Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements.

• Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.

• Perform statistical modeling across asset classes.

• Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients.

• Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals.  Discuss and educate others – internally and externally - in work topics openly and confidently.

• Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.

• Position relevant CPB’s global and regional themes;

• Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends

Other

• Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole.

• Participate in the development, education and rollout of global initiatives, analytical tools and methods.

• Consistently follow and support regulatory policies.

Qualifications:

• Knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies

• Solid knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments

• Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools

• Advanced skills in Excel, preferably with programming language capability

• Fluent in Mandarin is essential and in Cantonese desirable.

• At least 3-5 years of relevant industry experience

• Strong Business English skills, with excellent written / verbal / proposal communication skills

• Soft skills include a can-do attitude, sense of ownership and a team-player approach

• Education: BA or BSc and beyond

• Previous investments experience with high and ultra-high net worth individuals

• CFA designation or progress towards CFA

• Knowledge of credit products, lendable values or Investment Finance

• Knowledge of Python / other programming languages would be advantageous

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.  For further details, please refer to the public website of HKAB. ​

Working at Citi is far more than just a job. A career with us means joining a family of dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Analytics

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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