Provide portfolio management of Model and Custom accounts for Ultra High Net Worth (UHNW) individuals. Responsible for managing and implementing Tailored Discretionary Portfolios for LATAM clients. Advise and offer tailor-made investment proposals for UHNW clients in Latin America by understanding their investment objectives and identify the most appropriate solutions. Support Relationship Managers and Investment Counselors with the products and services offered. Use software tools and systems including Charles River and Tableau to manage investment, risk control and reporting processes. Contribute to overall investment strategy and design and implement portfolio and risk guidelines. Stay abreast of trends and news to maintain proactive strategic views, and communicate sector-specific recommendations in light of current macroeconomic trends and developments. Monitor risks involving client accounts, and utilize quantitative tools to analyze portfolio exposures and risk factors. Collaborate with other portfolio managers and analysts. Participate in investment meetings and share perspectives and analysis on market events. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols. Requires a Bachelor’s (3 or 4-year) degree, or foreign equivalent, in Business, Finance, Economic Sciences, or related field and 3 years of progressive, post-baccalaureate experience as a Portfolio Manager, Investment Portfolio Senior Lead, Portfolio Constructor, Investment Analyst, or related position involving portfolio management for Ultra High Net Worth individuals in the LATAM region. 3 years of experience must include: Setting investment strategy and advising clients on suitable and appropriate investment products; Investment portfolio management and reporting; Risk exposure monitoring and control; Financial regulatory frameworks applicable to Latin America; Investment products; Macroeconomic analysis and market analysis; Tableau and Charles River portfolio management system; and Serving in a client-facing role. Up to 20% international and domestic travel required.
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