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The role:

The Head of Portfolio Strategy will report to the Chief Investment Officer (CIO). The ideal candidate will deliver comprehensive, analytical strategies with actionable solutions for maintaining client relationships.

The Head of Portfolio Strategy will work closely with leadership across the Business and define, implement and execute the Research strategy for CIO. The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts.

The Head of Portfolio Strategy will manage a global team’s work and is critical to managing our client relationships. Its analysis universe covers asset allocation, portfolio optimization, manager analysis, risk management, capital market strategies, and modeling.

Responsibilities:

+ Articulate compelling global and regional investment themes, effectively positioning our solutions and strategies internally and externally

+ Help develop and communicate the organization’s market and economic views, and how these views translate into portfolio strategy

+ Thorough understanding of portfolio construction, risk management issues, and quantitative methods for evaluating investment portfolios

+ Implement best practices in investment research methodologies among the team continuously reviewing research processes to enhance breadth, accuracy and high quality of data research

+ Mentor and develop capabilities of research analysts on the team

+ Establish and conduct risk assessments in current research practices

+ Must have marketable communication enabling advisors to maintain strong relationships with clients by providing sound fiduciary investment management advice aligned with CIO's investment strategies

+ Monitor investment themes and support the development of asset allocation views

Qualifications:

+ Advanced Technical knowledge of asset allocation and portfolio construction

+ Attention to detail in financial modeling and forecasting

+ Thorough understanding of risk management issues, and quantitative methods for evaluating investment portfolios

+ Experience applying financial modeling and statistical analysis tools

+ Knowledge of a wide range of asset classes, financial instruments, and strategies

+ Strong client-facing skills

+ Excellent communication skills

+ Proven Partnership and Collaboration skills

+ Research content must be marketable and actionable

+ Travel: 25% **Education:**

+ Bachelor's degree in finance, economics or related field. Master's degree strongly preferred

+ Minimum of ten years in investment research or portfolio management of ultra-high net worth clientele

+ Profession certificates such as CFA (Chartered Financial Analyst) is a plus

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Strategy

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

May 29, 2025

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._

_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.