Investments Lab Lead - VP

The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized investment strategies with specific actionable solutions for ultra-high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts.

Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the Citi Wealth and across Citi.

The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It requires a unique focus on innovation as it is a cornerstone of the Citi Wealth Investment Lab. The team is responsible for three key areas:

• Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)

• Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)

• Business Management (Identifying opportunities for our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).

Analysts are expected – together with Bankers and Counselors - to identify issues, establish the right approach for client analyses and be able to discuss the results directly with clients. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to the client’s portfolio.

This position would suit a proactive and energetic analyst with an analytical mindset and the ability to manage his/her time around business priorities. The opportunities for skill-set growth are high because of the wide range of subjects covered.

PRINCIPAL RESPONSIBILITIES:

Analysis & Advice

• Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements.

• Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.

• Perform statistical modeling across asset classes, including building in house applications that allows for scalable Lab’s analytical insights.

• The team has a significant number of use cases transitioning to a digital environment; the ideal candidate has had experience with digital E2E solutions for clients and internal advisors and has experience developing new analytical capabilities that could be easily scaled

• Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients.

• Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others – internally and externally - in work topics openly and confidently.

• Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.

• Position relevant Citi Wealth’s CIO global and regional themes.

• Identify opportunities for Citi Wealth and our client segments via analysis of the book of business and markets/product trends.

Other

• Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole.

• Participate in the development, education and rollout of global initiatives, analytical tools and methods.

• Consistently follow and support regulatory policies.

EXPERIENCE AND QUALIFICATIONS:

• Knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.

• Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments.

• Knowledge with financial modeling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools.

• Familiarity with Python (including data science and visualization libraries).

• Familiarity with data engineering technologies like: R, Agile Framework, Visualization tools like Tableau, Qlik

• Strong written / verbal / proposal communication skills.

• Highly proficient in Microsoft Excel and PowerPoint, including VBA Macros.

• Soft skills include a can-do attitude, sense of ownership and a team-player approach. • Proficiency in FactSet and Bloomberg

• Education: BA or BSc in Finance, Economics, Engineering or related fields.

• Required to obtain Series 7, 66 or 63 and 65.

Desirable:

• Previous investments experience with high and ultra-high net worth individuals.

• CFA, CAIA, FRM designation or progress towards these.

• Knowledge of credit products, lendable values or Investment Finance

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Analytics

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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:

$175,840.00 - $263,760.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Jul 10, 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.

 

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