Alternative Investment - Ciudad de México - Citi

Citi

Empresa verificada

Ciudad de México

hace 1 semana

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

Responsibilities:

Daily portfolio management of model/custom accounts under the guidance of senior portfolio managers
Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines
Onsite prospect/client interactions, client maintenance, and support of sales/marketing initiatives
Stay abreast of trends and news, maintain proactive views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments
Implement research views into portfolios
Monitor risk of client accounts and utilize quantitative tools to analyze portfolio exposures and riskfactors
Participate in investment meetings and work closely with other CIM portfolio managers and analysts to discuss views on market events and analysis
Monitor existing investments and industry developments
Participate in research coverage responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings
Interface with internal and external clients to support new business activities and client retention initiatives

Qualifications:

58 years of direct experience in the asset management industry, preferably in a portfolio management role
Strong academic record
Bachelor's/University degree
CFA preferred
Excellent written and verbal communication skills and interpersonal relationship management skills
Experience with face to face client interaction
Strong analytical skills and technical insight
Understanding of risk factors that drive investment performance
Demonstrated ability to work both independently and as part of a team

Education:

Bachelor's/University degree

or equivalent experience

CFA/CAIA or Mexican Stock exchange certification preferred

Excellent command of the English language. Writing, reading and speaking close to fluently.

Financial modelling skills

Estructurados prefered not required

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Portfolio Management

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Time Type:

Full time

Citi is an equal opportunity and affirmative action employer.

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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