At a Glance
- Tasks: Conduct due diligence on investment managers and assess their operational frameworks.
- Company: Join Citi Global Wealth, a leader in financial services with a focus on innovation.
- Benefits: Enjoy 27 days of holiday, hybrid work options, and professional growth opportunities.
- Other info: Collaborative team environment with opportunities for strategic project involvement.
- Why this job: Make an impact in the finance world while working with top-tier investment 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' organizational 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, escape and track 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 organizational 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.
Benefits
- Generous holiday allowance starting at 27 days plus.
Investment Due Diligence Senior Analyst in London employer: CitiGroup
Citi Global Wealth is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation in the investment sector. With a generous holiday allowance starting at 27 days, hybrid working options, and a strong commitment to employee growth through continuous learning and development opportunities, Citi empowers its employees to thrive both personally and professionally. The company's focus on governance, risk management, and industry best practices ensures that you will be part of a team that values excellence and integrity in all aspects of investment due diligence.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Due Diligence Senior Analyst in London
✨Network Like a Pro
Get out there and connect with folks in the investment world! Attend industry events, webinars, or even local meetups. The more people you know, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of your past work in due diligence and how you’ve tackled challenges. This is your time to shine!
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit their culture and values. Research Citi Global Wealth and align your skills and experiences with what they’re looking for in an Investment Due Diligence Senior Analyst.
✨Apply Through Us!
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your expertise. Let’s get you that job together!
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 match the Investment Due Diligence Senior Analyst role. Highlight any relevant experience in investment manager due diligence or risk oversight, as this will catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Be specific about your experience with Traditional and Alternative investment strategies.
Showcase Your Analytical Skills:Since this role requires strong analytical abilities, make sure to include examples of how you've used these skills in past roles. Whether it's through AI-enabled tools or traditional methods, we want to see your thought process!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at CitiGroup
✨Know Your Stuff
Make sure you brush up on investment manager due diligence, especially in both Traditional and Alternative strategies. Familiarise yourself with Citi's governance, risk, and control standards, as well as the specific requirements of their Alternative Off-Platform and Traditional Network-Available Programs.
✨Showcase Your Analytical Skills
Prepare to demonstrate your strong analytical and evaluation skills during the interview. Be ready to discuss how you've used these skills in past roles, particularly in assessing investment managers' organisational structures and risk management frameworks.
✨Communicate Clearly
Since clear communication is key, practice articulating your thoughts concisely. You might be asked to present your findings or assessments, so think about how you can convey complex information in a straightforward manner that resonates with stakeholders.
✨Engage with Stakeholders
Highlight your experience in stakeholder management. Be prepared to share examples of how you've effectively collaborated with various teams and seniority levels, as this role requires liaising with both internal and external parties.
