At a Glance
- Tasks: Conduct due diligence on investment managers across various strategies to support Citi's investment platforms.
- Company: Join Citi, a leading global financial services company with a collaborative culture.
- Benefits: Enjoy a competitive salary, generous holiday allowance, and private medical insurance.
- Other info: Flexible hybrid working model and excellent career development opportunities.
- Why this job: Make an impact in the finance world while working with innovative tools and strategies.
- Qualifications: Bachelor’s degree in finance or related field; CFA/CAIA preferred.
The predicted salary is between 50000 - 70000 € per year.
The Investment Due Diligence Senior Analyst is responsible for conducting Investment Manager Due Diligence across Traditional and Alternative investment strategies to support Citi Global Wealth’s investment platforms. The role contributes to initial and ongoing due diligence coverage for Citi’s Alternative Off‑Platform Program and Traditional Network‑Available Program, ensuring consistent application of Citi’s governance, risk and control standards. The role operates as part of the global IMDD function and partners closely with product management, strategic third‑party providers and external investment managers.
Key Responsibilities
- Execute initial and ongoing investment manager due diligence assessments across Traditional and Alternative investment managers.
- Evaluate investment managers’ organisational structure, governance, control environment, risk management framework and operational infrastructure.
- Perform due diligence coverage for Citi’s Alternative Off‑Platform Program and Traditional Network‑Available Program.
- Review and assess investment manager and fund documentation, including offering materials, constitutional documents and service provider confirmations.
- Coordinate and conduct meetings (on‑site and virtual, where applicable) with investment managers and key service providers.
- Produce clear, high‑quality written IMDD assessments for internal stakeholders in accordance with Citi standards.
- Engage with Citi stakeholders to support platform approvals, ongoing monitoring and product governance requirements.
- Liaise with Citi’s strategic third‑party providers and external investment managers, as required.
- Support maintenance and enhancement of IMDD policies, procedures and frameworks to reflect industry best practice.
- Identify, elevate and address material risks, issues and remediation outcomes.
- Contribute to strategic projects, process improvements and initiatives supporting the broader IMDD function.
- Monitor market developments and regulatory themes relevant to investment manager oversight.
- Present to Global Wealth Investment governance committees on due diligence‑related reviews and escalations.
Experience
- Prior experience in investment manager due diligence, manager research, risk oversight or a related financial services role is beneficial.
- Exposure to Traditional and/or Alternative asset classes preferred.
- Experience using AI‑enabled tools to support analysis.
Skills
- Strong analytical and evaluation skills with sound judgment.
- Clear, concise written and verbal communication skills.
- Effective stakeholder management across functions and seniority levels.
- Strong organisational skills with the ability to manage multiple deliverables.
- Detail‑oriented with a strong control mindset.
- Collaborative and proactive contributor to team objectives.
Qualifications
- Bachelor’s degree required; finance, economics or accounting preferred.
- CFA and/or CAIA designation advantageous.
- Bachelor’s/University degree or equivalent experience.
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to two days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
- Discretionary annual performance related bonus.
- Private medical insurance packages to suit your personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Special discounts for employees, family and friends.
- Access to an array of learning and development resources.
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.
Investment Due Diligence Senior Analyst in London employer: Citigroup, Inc.
Citi London is an exceptional employer that fosters a dynamic and inclusive work environment, offering a hybrid working model that promotes work-life balance. Employees benefit from a competitive salary, generous holiday allowance, and extensive learning and development resources, ensuring ample opportunities for personal and professional growth. With a commitment to diversity and equal opportunity, Citi provides a supportive atmosphere where every team member can thrive and contribute meaningfully to the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Due Diligence Senior Analyst in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Citi or in similar roles. A friendly chat can open doors and give you insider info on the hiring process.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of both Traditional and Alternative investment strategies. Be ready to discuss how your experience aligns with the role and demonstrate your analytical skills.
✨Tip Number 3
Showcase your communication skills! During interviews, practice clear and concise responses. Remember, you’ll need to engage with various stakeholders, so demonstrating this ability is key.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Citi.
We think you need these skills to ace Investment Due Diligence Senior Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Investment Due Diligence Senior Analyst role. Highlight any relevant experience in investment manager due diligence or risk oversight, and don’t forget to mention your analytical skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Be sure to mention your familiarity with both Traditional and Alternative asset classes.
Showcase Your Communication Skills:Since clear communication is key in this role, make sure your written application is concise and well-structured. Use bullet points where necessary to make it easy for us to read through your qualifications and experiences.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Citi!
How to prepare for a job interview at Citigroup, Inc.
✨Know Your Investment Strategies
Make sure you brush up on both Traditional and Alternative investment strategies. Understand the key differences, benefits, and risks associated with each. This knowledge will help you answer questions confidently and demonstrate your expertise in investment manager due diligence.
✨Master the Art of Communication
Since the role involves liaising with various stakeholders, practice clear and concise communication. Prepare to articulate your thoughts on complex topics in a straightforward manner. Consider doing mock interviews with friends or colleagues to refine your delivery.
✨Showcase Your Analytical Skills
Be ready to discuss your analytical approach to evaluating investment managers. Bring examples from your past experiences where you successfully identified risks or made recommendations based on your assessments. This will highlight your strong analytical skills and sound judgment.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face in the role and how you would address them. This preparation will show that you are proactive and ready to tackle real-world issues in investment due diligence.