Discover your future at Citi

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Job Overview

The Investments Lab Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.

Responsibilities:

The Investment Lab 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. He/She will be responsible for coverage of Brazil. It requires a unique focus on innovation as it is a cornerstone of the Global 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 CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).The Investment Lab Analyst is expected to facilitate client analyses by collaborating with the Lead Lab Analyst, bankers and Investment Counsellors to identify issues, establish the right approach for the analysis, manage analyst team members in conducting analysis and be able to discuss the results directly with the client. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client 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 a sales/commercial 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.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.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 CPB’s global and regional themes.Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trendsInclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole.Participate in development, education and rollout of global initiatives, analytical tools and methods.Consistently follow and support regulatory policies.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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

10+ years of experienceAdvanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies. Solid knowledge of Capital Markets and Managed Investment productsCurrent US FINRA Registration: Series 7, 66, and 31, or must meet US FINRA registration requirements within 150 days of starting in the role.

Education:

Bachelor's/University degree, Master's degree preferred

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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:

$211 280,00 - $316 920,00

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:

feb 12, 2026

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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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