What are the responsibilities and job description for the Portfolio Strategist, Office of the CIO - C16 position at Executive?
Overview:
The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio Strategy. This role is focused on developing investment insights across asset classes, supporting the communication of CIO house views, and producing actionable research and portfolio recommendations for advisors and clients.
The ideal candidate will have direct investment experience across asset classes, a strong foundation in macroeconomics, and an understanding of portfolio construction and risk. The role requires intellectual curiosity, a collaborative mindset, and comfort working across functional teams in a fast-paced, high-stakes environment.
Key Responsibilities:
- Contribute to investment research, the development and communication of asset allocation views, investment themes, and capital market assumptions
- Support the translation of macroeconomic and market insights into portfolio implications and investment recommendations
- Develop and maintain financial models and tools to evaluate portfolio positioning and strategy performance
- Partner with senior strategists and investment leadership to produce client-ready materials that are clear, differentiated, and actionable
- Monitor and interpret macroeconomic data, market trends, and portfolio risks; proactively suggest research areas and themes
- Assist in the creation of thematic portfolios for specific client segments or geographies
- Maintain high research standards and ensure analytical output is rigorous, well-documented, and up to date
- Contribute to internal discussions on optimizing team workflows, tools, and research processes
Qualifications:
- A minimum of 5–8 years of experience in investment research, portfolio construction, or portfolio management, preferably in a multi-asset platform, or institutional setting
- Demonstrated understanding of asset allocation theory, macroeconomics, and capital markets across asset classes
- Proficiency with market data platforms (Bloomberg, FactSet, DataStream) and strong Excel and PowerPoint skills required; experience with programming tools (Python, ideally) and data visualization (Tableau) a plus
- Excellent written and verbal communication skills; experience preparing materials for internal and external stakeholders
- Strong analytical mindset with attention to detail and intellectual curiosity
- Ability to work both independently and collaboratively in a global team environment
- Bachelor's degree required; master’s degree or CFA designation preferred
Preferred Characteristics:
- A team player who values mentorship, intellectual exchange, and excellence in process and execution
- Thoughtful and creative problem solver who combines analytical rigor with commercial awareness
- Ability to simplify complexity and translate data into insights and actions
- Comfortable managing multiple priorities and deadlines in a dynamic environment
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Strategy------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
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:
Aug 15, 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 : $250,000 - $500,000
