What are the responsibilities and job description for the Multi Asset Class Solutions Team Lead position at Executive?
Responsibilities:
- Daily portfolio management of model/custom accounts
- Manage a team of portfolio managers / portfolio associates
- 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
- Contribute to CIM’s strategic planning within the relevant functional areas
- 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 judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
- 15 years of direct experience in the asset management industry including 8-10 years’ managerial experience, 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
- Ability and desire to mentor more junior team members
- Expected travel: 30% of time
- Bachelor’s/University degree, Master’s degree preferred
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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:
$170,000.00 - $300,000.00
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.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Oct 03, 2025------------------------------------------------------
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.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
Salary : $170,000 - $300,000
