Competitive base salary annually reviewed; discret...
Hybrid
Investment manager due diligence assessments
Traditional and alternative investment strategies
Governance and risk control environment evaluation
The role is responsible for conducting initial and ongoing due diligence assessments across Traditional and Alternative investment managers to support Citi Global Wealth's platforms
Job Summary
The role is responsible for conducting initial and ongoing due diligence assessments across Traditional and Alternative investment managers to support Citi Global Wealth's platforms.
Candidates will evaluate organizational structures, governance frameworks, and operational infrastructure while coordinating meetings with external investment managers and service providers.
The position offers a competitive base salary, a generous holiday allowance starting at 27 days plus bank holidays, and access to private medical insurance and pension plans.
Matching Summary
The role is responsible for conducting initial and ongoing due diligence assessments across Traditional and Alternative investment managers to support Citi Global Wealth's platforms.
Salary
Competitive base salary annually reviewed; Discretionary annual performance related bonus; Generous holiday allowance, private medical insurance, pension plan
Skills & Requirements
Must-have
Investment manager due diligence assessments
Traditional and Alternative investment strategies
Governance and risk control environment evaluation
Fund documentation review including offering materials
Stakeholder management across seniority levels
Nice-to-have
Experience using AI-enabled tools for analysis
Strong analytical skills with sound judgment
Collaborative contributor to team objectives
Detail-oriented with a strong control mindset
Proactive approach to process improvements
Key Requirements
Bachelor's degree in finance, economics, or accounting
Prior experience in investment manager due diligence or risk oversight
CFA and/or CAIA designation advantageous
Exposure to Traditional and/or Alternative asset classes