Investment Lab Analyst - Private Banking

Employer
Citi
Location
Singapore, Singapore
Salary
Competitive
Posted
14 Sep 2021
Closes
22 Sep 2021
Ref
12076793
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
PRINCIPAL 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

Required:
  • At least 3 years of professional experience in the financial industry
  • 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.
  • Strong written / verbal / proposal communication skills.
  • Soft skills include a can-do attitude, sense of ownership and a team-player approach.
  • Education: BA or BSc and beyond
  • Advanced skills in Excel, preferably with programming language capability
  • Strong Business English skills and fluent Cantonese language skills are mandatory

Desirable:
  • Any additional languages (Mandarin / Cantonese)
  • 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


Job Family Group:
Private Client Product Services

Job Family:
Investment Analytics

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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