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 Investment Counselor Senior Lead - Miami, Florida, United States

Job information
Posted by: Citibank, N.A 
Hiring entity type: Other 
Work authorization: Existing work authorization required for United States
Position type: Direct Hire, Full-Time 
Compensation: ******
Benefits: See below
Relocation: Not specified 
Position functions: Other
Travel: Unspecified 
Accept candidates: from anywhere 
Languages: English - Fluent
Minimum education: See below 
Minimum years experience: See below 
Resumes accepted in: English
Cover letter: No cover letter requested
Job code: oRtOLZlCxjTxGB1LCFBFzOzvWKrZM4 / Latpro-3823033 
Date posted: Sep-12-2021
State, Zip: Florida, 33126


Investment Counselor Senior Lead for Citibank, N.A. (Miami, FL) Support delivery of investment solutions to Ultra-High Net Worth (UHNW) Mexican clients. Service UHNW Mexican clients by understanding their investment objectives & working in partnership w/ senior team members to deliver investment ideas & solutions. REQS: Bachelrs degree or frgn equiv in Financ, Econ, Stats, Bus Admin, Accountng or rld fld & 5 yrs of progrssv, post-baccaulaurate exp as an Invstmnt Associat, Invstmnt Stratgst, Invstmnt Lab Anlyst, Financl Advisr, or rld posn involvg portfolio mgmt for UHNW clients in Mexico. 5 yrs of exp must incld:  Legal/tax/accntng knwldge for fincl solutns in Mexico; Financl & anlytcl skills (bonds valuatn, equites technical & fundamntl anlysis, derivativs, privat equity, real estate, & hedge funds); Modrn portfolio theory; Structurd notes & derivativs; Tradng of bonds, stocks, & ETFs in int’l & US mrkts;  Bloombrg, Factset, & Pershng.  Reqs 20% int’l travel. Mail Resumes ref BL/ICSL/CRF to Citigroup Recruiting Dept., 3800 Citigroup Center Dr, Tampa, FL 33610. Citigroup is EOE. Direct apps only.

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