Investment Portfolio Specialist

hace 2 semanas


Xico, México Citi A tiempo completo
Job Description:

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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