AVP, Investment Lab Analyst, Private Bank (Mandarin/Cantonese Mandatory)

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.  The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.  We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as AVP, Investment Lab Analyst (Internal Job Title: Investments Lab Sr. Analyst - C12) based in Hong Kong.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.  For instance:

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

We empower our employees to manage their financial well-being and help them plan for the future.

Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

The Investment Lab is an integral part of the Citi Wealth CIO organization. This role focuses on Citi Private Bank client segment and is 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. This role will have a focus on the AP region and within that on the China and Taiwan Markets.

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 particular 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 Private Bank 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 Investment Lab.  The team is responsible for following:

• Client Analytics: Provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
• Identifying Common Client Themes: Articulation of Asset Allocation strategies to tackle common client themes based on global and regional themes, positioning our solutions offering and strategy development
• Ongoing development of New Analytical frameworks and tools and both scaling these and improving productivity through the use of technology and AI Tools.

The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. 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 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.

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

Qualifications:

• 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 products including derivatives and alternative investments
• Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools
• Advanced skills in Excel, preferably with programming language capability
• Fluent in Mandarin/Cantonese is essential with ability to read/write
• Strong Business English skills, with excellent written / verbal / proposal communication skills
• At least 3-5 years of relevant industry experience
• Soft skills include a can-do attitude, sense of ownership and a team-player approach
• Education: BA or BSc and beyond
• Previous investments experience with high and ultra-high net worth individuals
• CFA designation or progress towards CFA
• Knowledge of credit products, lendable values or Investment Finance
• Knowledge of Python / other programming languages would be advantageous