Investment Associate Intermediate Analyst - New York

Work From Home With CiCi

New York, New York, United States
Base: $86,330.00 - $120,470.00; bonus/equity: disc...
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 and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • Strong financial background
  • Excellent written communication skills
  • Ability to work without direction

Nice-to-have

  • Self-motivated professional
  • Developed diplomacy skills
  • Analytical thinking capabilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter