Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients. With approximately $85 billion in assets under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking an experienced Research Analyst to join our team of investment professionals and further strengthen the investment research capabilities supporting CIMs strategies as it relates to ESG. The candidate will possess strong analytical and communication skills and be responsible for integrating material ESG data into the investment research of companies / industries for use in the management of CIM portfolios.
Position Responsibilities:
* Partner with the portfolio management teams to help identify, evaluate and develop research framework aligned with CPBs approach to sustainable investing
* The selected candidate will assist with all aspects of integrating ESG metrics into CIMs research process across companies and sectors
* Develop and lead stewardship activities across CIM managed strategies, both for proxy voting and direct engagement
* Collaborate with portfolio managers across equity strategies to integrate ESG factors into existing strategies and inform development of new strategies to meet market demand
* Generate content to communicate research to other analysts and portfolio managers
* Collaborate with CIMs portfolio management team and recommend attractive investment opportunities based upon our investment process
* The selected candidate will contribute to investment leadership, thought leadership and internal and client engagement.
* Stay abreast of ESG trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
* Attend sell side Sustainability/ESG conferences and corporate management meetings
* Develop and maintain financial models
* Participate in investment meetings and work closely with other CIM portfolio managers and analysts to share views on market events and analysis
* Monitor existing investments and industry developments
* Prepare specific industry reviews
* Partner with client-facing teams to deepen client relationships through strategic client engagement to accelerate effective implementation of sustainable strategies and ultimately drive revenue and AUM
* Support client-facing teams in responding to client sustainable investing inquiries; selectively responding to and/or meeting with clients, as requested
* 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.
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Job Family Group:
Private Client Product Services
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Job Family:
Investment Manager Research
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Time Type:
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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New York, New York
Citigroup Inc., a diversified financial services holding company, provides various financial products and services for consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services.
It also provides various banking, credit card lending, and investment services through a network of local branches, offices, and electronic delivery systems. The ICG segment provides wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed income research, corporate and consumer loans, investment banking and advisory services, private banking, cash management, trade finance, and securities services to corporate, institutional, public sector, and high-net-worth clients. As of December 31, 2018, it operated 2,410 branches in the United States, Mexico, and Asia. Citigroup Inc. was founded in 1812 and is headquartered in New York, New York.