Asian Equity Portfolio Manager
Citi, the main international financial institution, has roughly 200 million buyer accounts and does enterprise in additional than one hundred sixty nations and jurisdictions. Citi offers shoppers, firms, governments and establishments with a broad vary of monetary services, together with shopper banking and credit score, company and funding banking, securities brokerage, transaction providers, and wealth administration. Our core actions are safeguarding belongings, lending cash, making funds and accessing the capital markets on behalf of our shoppers.
Citi's Mission and Worth Proposition explains what we do and Citi Management Requirements clarify how we do it. Our mission is to function a trusted associate to our shoppers by responsibly offering monetary providers that allow progress and financial progress. We attempt to earn and keep our shoppers' and the general public's belief by continuously adhering to the very best moral requirements and making a constructive influence on the communities we serve. Our Management Requirements is a standard set of expertise and anticipated behaviors that illustrate how our staff ought to work daily to achieve success and strengthens our potential to execute towards our strategic priorities.
Variety is a key enterprise crucial and a supply of power at Citi. We serve shoppers from each stroll of life, each background and each origin. Our aim is to have our workforce mirror this similar variety at all ranges. Citi has made it a precedence to foster a tradition the place the perfect individuals need to work, the place people are promoted based mostly on benefit, the place we worth and demand respect for others and the place opportunities to develop to are extensively obtainable to all.
Temporary Description of the Group
CBNA is the first authorized entity for Citi, offering services to shoppers, monetary establishments and company shoppers around the globe. Prior to now, Citi has offered most of its inner reporting on a enterprise by enterprise foundation. With the modifications within the regulatory setting, robust authorized entity reporting and governance has develop into important. This staff is answerable for making certain that CBNA has the suitable governance and management infrastructure to satisfy the demand for authorized entity planning, execution, info administration and the ever-evolving regulatory setting.
Description of the Place
Citigroup is likely one of the main monetary providers companies in america, offering monetary options to firms, governments, establishments and people in one hundred nations. Companies embrace company and funding banking providers, funding advisory providers, retail banking and brokerage providers and monetary planning, and business insurance coverage merchandise. Citigroup is distinguished by its robust work ethic and dedication to constructing relationships based mostly on belief and professionalism.
Place: Citi Personal Financial institution / Funding Administration / Portfolio Manager - Equities
Location: Stamford, CT
Citi Funding Administration (CIM) manages belongings throughout many asset courses for HNW and UHNW shoppers of the Citi Personal Financial institution, with roughly $50 billion in belongings underneath administration. CIM manages a broad suite of funding methods inside single and multi-asset class merchandise.
• Develop and keep monetary fashions throughout a various group of worldwide and Chinese language corporations
• Advocate engaging funding opportunities based mostly upon our funding course of
• Take part in funding conferences and work intently with different portfolio managers and analysts inside the group (with a concentrate on China equities)
• Monitor present investments and business developments
• Take part in promote aspect conferences and company administration conferences
• Put together particular business critiques
• Interface with inner and exterior shoppers to help new enterprise actions and shopper retention initiatives
• Help within the improvement of selling methods (targeted on China and Asian equities)
• Take part within the month-to-month product technique convention calls and Enterprise assessment calls carried out by the International Head of Merchandise
• Information of monetary markets
• Information of asset allocation methods and implementation instruments resembling funding technique, funding course of, efficiency and construction.
• Bachelor's Diploma
• Grasp's Diploma and/or CFA most popular
• 10 - 15 years of expertise in investments/portfolio administration
• Efficient relationship administration expertise with robust shopper focus
• Extremely motivated self-starter, outcomes-pushed and teamwork oriented
• Wonderful presentation and communication expertise
• Fluent in Mandarin