Senior Portfolio Advisor LATAM

Citigroup

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
On-site
10+ years investment strategy experience
Multi-asset class portfolio construction knowledge
English and spanish bilingual communication skills
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views to field and clients

Job Summary

  • The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views to field and clients.
  • This role requires deep knowledge of markets and multi-asset class portfolio construction to form investment recommendations.
  • Citi offers competitive benefits including medical coverage, 401(k), and paid time off packages alongside a salary range of $170,000 to $300,000.

Matching Summary

The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views to field and clients.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 10+ years investment strategy experience
  • Multi-asset class portfolio construction knowledge
  • English and Spanish bilingual communication skills

Nice-to-have

  • Entrepreneurial spirit and collaborative mindset
  • Passion for innovation in fast-paced settings
  • Experience with CIO team strategic planning

Key Requirements

  • Bachelor's degree required; Master's preferred
  • SIE, S7, and S66 securities exams required
  • US work authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter