Investment Portfolio Specialist
hace 2 semanas
Citi seeks an experienced Investment Portfolio Specialist to join our team in Mexico City.
Key Responsibilities:
- Monitor and implement the institutional investment strategy across all offices of the Division.
- Manage a diverse mix of investment assets, ensuring alignment with customer and business views.
- Promote risk prevention and control environments.
- Provide training to bankers and clients.
- Support business planning and revenue goal achievement.
- Develop and propose investment ideas based on market conditions and institutional vision.
- Maintain accurate client profiles and investments.
- Ensure compliance with sales practices and regulatory requirements.
- Coordinate public and private placements.
Requirements:
- 0-2 years of experience in investment-related areas.
- Bachelor's degree.
- Advanced proficiency in English (conversation and reading).
- Certification AMIB figura 3 (desired).
Working Conditions:
This role involves working in a fast-paced environment, requiring strong communication and negotiation skills. Proficiency in database management and Excel is essential.
The ideal candidate will have a strong understanding of investment products, including Societies of Investment, Reports, Notes Structured, Warrants, Capital Market, and Debt Market. Experience in client-facing roles and team collaboration is also desirable.
Salary: We offer a competitive salary range of $65,000 - $85,000 per annum, commensurate with experience.
About Citi:
Citi is an equal opportunity employer committed to diversity and inclusion. We strive to create a workplace that reflects the diversity of our clients and communities we serve.
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