The Investment Associate Senior Analyst role involves providing a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States
Job Summary
The Investment Associate Senior Analyst role involves providing a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.
Responsibilities include monitoring markets, preparing investment policy statements, analyzing economic trends, and recommending portfolio changes.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching Summary
The Investment Associate Senior Analyst role involves providing a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.
Salary
Base: $103,680.00 - $155,520.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
Investment solutions delivery
Market guidance and analysis
Client portfolio evaluation
Relationship generation
Investment themes engagement
Nice-to-have
Coaching and training new recruits
Diplomacy and communication skills
Self-motivated and independent work
Key Requirements
5-8 years of experience
Bachelor's degree in economics, finance, or business administration