Senior Portfolio Advisor Latam

Publix Serving (Civica)

New York, New York, United States
$170,000.00 - $300,000.00; bonus/equity: discretio...
Identify investment opportunities
Macroeconomic and political surveillance
Present global macroeconomic views
The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums

Job Summary

  • The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums.
  • The advisor should provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Matching Summary

The Advisor will be responsible for identifying short- and long-term investment opportunities and Global Markets for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums.

Salary

$170,000.00 - $300,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Identify investment opportunities
  • Macroeconomic and political surveillance
  • Present global macroeconomic views
  • Define regional views
  • Coordinate GIC message delivery
  • Identify asset allocation gaps
  • Lead implementation strategy discussions

Nice-to-have

  • Subject matter expert
  • Strong commercial awareness
  • Innovative solutions
  • Adapt latest trends

Key Requirements

  • 15+ years of experience
  • Strong quantitative skills
  • Written and presentation skills
  • Ability to work in team and individual creative setting
  • Full Spanish speaking
  • Securities Industry Exam, S7 & S66 (US Only)
  • Bachelor's/University degree, master's degree preferred

Work Rights

Not specified

Tailored Resume

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