1+ months

Cross Asset Investment Specialist

New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18028913


About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citis Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization
CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.
Description of the Position
The Citi Cross Asset Investment (CAI) Group seeks to provide timely multi-asset markets coverage, and opportunistic ideas to active institutional type private investors, bringing the market depth, access, global reach, and capabilities of the Citi Institutional Clients Group, combining and complementing the Strategic Portfolio Investments, banking capabilities, and the dedicated and professional attention of the Citi Private Bank. Typically covering Ulta High Net Worth individuals, families, and advisors. The team has approximately twenty member globally with a wide-ranging expertise and experience in multi asset classes, geographies and markets. The global presence of Citi Institutional Clients Group allows the team to provide global perspective, with regional insight, and access to dedicated research analysts and execution in several markets worldwide.

Provide high skilled investment advice to active and sophisticated ultra high net worth clients, in an active a frequent basis (usually daily)
Building up a strong knowledge base of cross-asset class investment solutions, as well as an understanding of how we construct and manage portfolios
Execute trades in brokerage accounts in multi asset classes (equities, fixed income, fx, commodities, rates, and derivatives)
Being the responsible of developing and executing together with the support of the team, the investment plan for the clients, delivering strong results


We seek candidates with strong analytical skills who can use both qualitative and quantitative tools to analyze complex financial situations. Candidates must demonstrate an interest, knowledge, experience and expertise in financial markets, as well as possessing excellent analytical, organizational, attention to detail, communication, leadership, teamwork and interpersonal skills. Initiative, energy, and confidence to achieve strong business results. Judgment and discretion in working with highly confidential information are also critical. Candidate must be capable of multi-task in a fast paced environment.
Seven plus years experience in institutional capital markets sales and trading
5+ years of managerial, supervisory, and/or demonstrated leadership experience
Bachelors degree required; MBA or CFA preferred
Advanced knowledge of derivatives
Advanced Excel and PowerPoint skills with familiarity of working with large amounts of data
Strong analytical & problem solving skills
Bloomberg skills
Strong teamwork, communication, presentation and interpersonal skills
Energetic and motivated personality, with the willingness to take the initiative where appropriate
Strong time management and organizational skills, with the ability to meet deadlines successfully
Ability to perform well under pressure and successfully manage several projects at a time
Licenses 7, 66 required for the position


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Cross Asset Investment Specialist

New York, NY

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