Senior Portfolio Advisor LATAM, Managing Director at Citi

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

17 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategies, Strategic Thinking, Process-Oriented Execution, Attention to Detail, Multi-Asset Class Portfolio Construction, Industry Knowledge, Communication Skills, Interpersonal Skills, Collaboration, Business Development, Product Development, Investment Recommendations, Cross-Business Opportunities, CIO Team Collaboration, Spanish Proficiency, English Proficiency

Industry

Financial Services

Description

Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients. Collaborate with field leadership on business development opportunities and strategic planning on business targets. Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities. Partner with investment solutions teams to align priority recommendations to views and new product development Identify and initiate cross-business opportunities with the various coverage teams and investment solutions. 15+ years of experience, preferably in developing and implementing Investment strategies across LATAM Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners Deep knowledge of markets and multi-asset class portfolio construction In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business. Collaborative and excited to partner across practices and businesses Excellent written and verbal communication skills in English and Spanish are required for this role, coupled with interpersonal relationship management skills Communication experience across a variety of audiences and mediums Bachelor's Degree required / Master's Degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: ene 07, 2026 ------------------------------------------------------

Responsibilities

Drive and deliver messaging around the CIO Team's strategy and performance while collaborating with field leadership on business development. Participate in the investment process and partner with investment solutions teams to align recommendations and product development.