Multi Asset Class Portfolio Manager

Responsibilities

• Manage a select group of MACS portfolios daily, including monitoring asset class exposures, rebalancing, and managing cash flows.
• Drive investment performance with a specific focus on third-party manager selection.
• Enhance portfolio management tools and processes to increase efficiency and scale.
• Deliver portfolio reviews to end clients and provide performance updates to the sales team and senior management.
• Assist in developing external marketing materials, performance commentary, and portfolio positioning content.
• Act as a technical expert on asset allocation and manager selection to support new business opportunities.

Requirements

• 15+ years of experience in multi-asset class portfolio management (Asset Manager, Wealth Manager, or OCIO).
• Bachelor's degree required.
• Current US FINRA registrations: SIE, Series 7, and 66 (or Series 63 & 65) required within 150 days of starting.
• Outstanding written and verbal communication skills.
• Proven ability to manage interpersonal relationships and work effectively with clients and prospects.
• Ability to work both independently and as part of a team in a fast-paced environment.

Preferred Qualifications

• Master's degree.
• CFA designation.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and paid holidays.
• Discretionary and formulaic incentive and retention awards for eligible employees.

About the Company

Citi Investment Management (CIM) is a unit within Citi Wealth that manages approximately $27 billion in assets under management (AUM) for a diverse range of clients. The Multi-Asset Class Solutions (MACS) team manages $23 billion in AUM globally, providing highly customized discretionary portfolios for clients ranging from retail investors to large family offices and institutional mandates.