Alternative Investments Associate (AVP)

Citigroup

New York, New York, United States
Base: $109,120 - $163,680; bonus/equity: discretio...
On-site
Private equity experience
Hedge fund strategy knowledge
Advisor education delivery
This client-facing role focuses on educating Private Bankers and Advisors while driving business results through trusted product expertise in alternative investments

Job Summary

  • This client-facing role focuses on educating Private Bankers and Advisors while driving business results through trusted product expertise in alternative investments.
  • The successful candidate will co-manage a sales pipeline, deliver high-quality investment content, and support fundraising efforts using insights from business data.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside the base salary range.

Matching Summary

This client-facing role focuses on educating Private Bankers and Advisors while driving business results through trusted product expertise in alternative investments.

Salary

Base: $109,120 - $163,680; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Private equity experience
  • Hedge fund strategy knowledge
  • Advisor education delivery
  • Sales pipeline management
  • Client presentation skills

Nice-to-have

  • Strong Microsoft Office skills
  • Comfort with senior stakeholders
  • Data analytics proficiency
  • Fundraising execution experience

Key Requirements

  • Series 7 and Series 63 required
  • Series 65 or Series 66 required
  • 3-5 years relevant professional experience
  • Bachelor's degree required
  • SIE exam prerequisite for Series 7

Work Rights

Not specified

Tailored Resume

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