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- Tasks: Manage portfolios and contribute to investment strategies for high-net-worth clients.
- Company: Citi Investment Management manages $100 billion in assets globally, focusing on wealth management.
- Benefits: Gain experience in a dynamic environment with opportunities for client interaction and professional growth.
- Why this job: Join a team of experts, enhance your portfolio management skills, and make an impact in finance.
- Qualifications: Strong academic background, preferably with CFA, and experience in asset management.
- Other info: This role is subject to FCA and PRA Certification Regime; compliance is essential.
The predicted salary is between 43200 - 72000 £ per year.
Citi Investment Management (CIM) is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $100 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM’s Portfolio Solutions strategies. The candidate will be responsible for the daily management of CIM portfolios under the guidance of the team’s senior portfolio manager(s).
Responsibilities:
- Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
- Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
- Frequent 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 tactical views into portfolios while carefully managing risk
- 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 mutual funds/regions/sectors/companies and attending sell-side conferences and corporate management meetings
- Interface with internal and external clients to support new business activities and client retention initiatives
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citi, 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.
Qualifications:
- A good track record of experience in the asset management industry, preferably in a portfolio management role
- Strong academic record
- Bachelor’s/University degree
- 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
- Fluency in a European language would be advantageous.
Education:
- Bachelor’s/University degree
- CFA qualified (or close to completion)
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.
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 .
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Portfolio Manager | London, UK employer: Citi
Contact Detail:
Citi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager | London, UK
✨Tip Number 1
Make sure to stay updated on the latest trends and news in the investment management sector. This will not only help you in interviews but also demonstrate your proactive approach to portfolio management.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work at Citi or similar firms. Attend industry conferences and events to build relationships that could lead to referrals.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've managed risk and made investment decisions based on quantitative analysis.
✨Tip Number 4
Familiarize yourself with the FCA and PRA Certification Regime, as understanding these regulations will be crucial during the interview process. Being knowledgeable about compliance will show your commitment to ethical standards in finance.
We think you need these skills to ace Portfolio Manager | London, UK
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Portfolio Manager position at Citi Investment Management. Understand the key responsibilities and qualifications required, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in asset management, particularly in portfolio management roles. Use specific examples that demonstrate your analytical skills, client interaction experience, and ability to manage risk.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, ensure that your application materials are well-written and free of errors. Consider including examples of how you've successfully communicated complex investment strategies to clients.
Prepare for Compliance Questions: Given the importance of compliance in this role, be ready to discuss your understanding of regulatory requirements and ethical considerations in finance during interviews. This will show your awareness of the responsibilities associated with the position.
How to prepare for a job interview at Citi
✨Showcase Your Portfolio Management Experience
Be prepared to discuss your previous experience in portfolio management. Highlight specific examples where you successfully managed assets, contributed to investment strategies, or implemented risk guidelines.
✨Demonstrate Strong Analytical Skills
Citi values strong analytical skills, so be ready to explain how you've used quantitative tools to analyze portfolio exposures and risk factors in the past. Consider bringing examples of your analysis to the interview.
✨Communicate Effectively
Since the role involves frequent client interactions, practice articulating your thoughts clearly and concisely. Prepare to discuss how you've maintained client relationships and supported sales initiatives in your previous roles.
✨Understand Regulatory Requirements
Familiarize yourself with the FCA and PRA Certification Regime, as this role is subject to those regulations. Be ready to discuss how you ensure compliance and maintain ethical standards in your work.
