Portfolio Construction & Analytics - Senior Lead Portuguese
Core
Senior Lead responsible for translating Citi Wealth CIO global and regional investment views into bespoke asset allocation recommendations and customized portfolio solutions for high and ultra-high net worth clients across public and private markets.
Role type
Senior Lead Portfolio Construction & Analytics Specialist
Builds
Bespoke multi-asset class portfolios and client-specific investment strategies
Domain
Wealth Management / Investment Analytics
Required skills
Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial modelling, statistical modeling, Monte Carlo simulation, optimization, regression analysis, capital markets knowledge, managed investment products, derivatives, alternative investments
Preferred skills
CFA, CAIA, FRM designation, experience with high and ultra-high net worth individuals, experience in Outsourced CIO or Multi-Asset class organizations
Technologies
Proprietary models and tools, in-house applications
Responsibilities
Design customized asset allocation strategies for clients' portfolios, perform in-depth analysis on individual investment products and portfolios, perform statistical modeling and build in-house applications, present portfolio recommendations to internal bankers and external clients, partner with regional leadership to address market-specific strategic priorities
Seniority
Senior, hands-on IC with strategic advisory component