2 days old

CIM Investment Communications Team Lead

Citigroup
Stamford, CT 06912
Citi Investment Management (CIM) is a group within Global Wealth Management that manages assets on a discretionary and advisory basis for clients of Citi. With approximately $100 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies, spanning both single and multi-asset class products.


The Investment Communications team is dedicated to driving CIMs Investment Communications effort through high quality communications representing CIMs investment views, strategies, and performance across portfolios (equities, fixed income, and multi-asset class), Investment Manager Research (IMR), and Adaptive Valuation Strategies (AVS).


The team helps determine investment messaging and maintains quality standards, consistency, and authenticity of messaging for CIM as an investment manager and for CIM discretionary managed strategies. The team works in close partnership with investment managers, investment specialists, Product Management, Marketing, Distribution (sales), Legal and Compliance, and other channel partners across the globe.


The Team Leads responsibilities include creating and enhancing investment content and communications, supporting new product launches, and creating investment collateral for sales and educational initiatives, and managing the team and its workflow and timelines in line with business priorities.


The ideal candidate has a variety of asset management experience, which may include a background in investments, marketing, client service, or sales in a global organization.


**Position Responsibilities:**


+ Oversee the development and publications of a robust stream of content featuring CIMs internal investment dialogue. This may include extensive writing and editing for internal announcements, newsletters, white papers, articles, podcasts, client emails, video scripts, etc.

+ Understand and apply industry best practices related to sales and marketing collateral, including sales decks, fact sheets, strategy reports, commentaries, and client reporting for separately managed accounts and mutual funds.

+ Facilitate content generation across CIM managed portfolios for marketing operations, including performance, portfolio allocations and characteristics, and commentaries.

+ Manage sales support collateral for CIM managed portfolios, including the development of FAQs, product positioning, and key selling points.

+ Review all RFPs and DDQs responses related to CIM and CIM managed portfolios.

+ Propose and implement creative solutions to address communication challenges.

+ Create and seek approval for external and internal presentations for senior CIM management.

+ Liaise with Legal and Compliance to ensure investment-related content is compliant and presented such that it meets industry standards and best practices.


**Position Requirements:**


+ 15+ years of experience in the asset management industry, with roles in investments, marketing, client service, or sales.

+ Solid understanding of investment management and investment processes for global equity, fixed income, and multi-asset class products.

+ Strong writing and editorial skills.

+ Expert in Excel, PowerPoint, and Word. Knowledge of programming languages and concepts a plus (VBA, C, Python, etc.).

+ Articulate, detail-oriented, with excellent organizational skills and the ability to prioritize, multi-task and reassess priorities based on changing business needs across a global organization.

+ Excellent interpersonal skills with ability to communicate and influence at multiple seniority levels.

+ Experience managing teams and working in a large and complex matrixed organization.

+ Ability to identify and recommend changes to improve and streamline processes.

+ Bachelors degree required, CFA or MBA a plus.


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**Job Family Group:**


Private Client Product Services

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**Job Family:**


Investment Product Manager

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**Time Type:**


Full time

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Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

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CIM Investment Communications Team Lead

Citigroup
Stamford, CT 06912

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