Investment Associate Intermediate Analyst - NEW YORK

Citigroup

New York, New York, United States
Base: $86,330.00 - $120,470.00; bonus/equity: disc...
Hybrid
Strong financial background
Excellent written communication skills
Ability to work without direction
The role involves providing investment advice and solutions to an Ultra High Net Worth client base within the United States

Job Summary

  • The role involves providing investment advice and solutions to an Ultra High Net Worth client base within the United States.
  • Employees will monitor market trends, prepare investment policy statements, and recommend changes to investor holdings based on economic factors.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves providing investment advice and solutions to an Ultra High Net Worth client base within the United States.

Salary

Base: $86,330.00 - $120,470.00; Bonus/Equity: Discretionary and formulaic incentive awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs

Skills & Requirements

Must-have

  • Strong financial background
  • Excellent written communication skills
  • Ability to work without direction
  • Self-motivated professional

Nice-to-have

  • Developed communication and diplomacy skills
  • Analytical thinking with data tools
  • Relationship building with bankers

Key Requirements

  • 2-5 years relevant experience
  • Bachelor's degree in economics, finance, or business administration
  • US: S7, S66 (or S63/S65) securities licenses
  • SIE exam prerequisite for S7 license

Work Rights

Not specified

Tailored Resume

Cover Letter