Citi Wealth Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi’s leading Investment Management offering, Markets capabilities, and specialist teams to provide unique strategies for clients and their portfolios.
The Markets Latin America (LATAM) Solutions Specialist role is part of the Markets team within Citi Wealth Investment Solutions, reporting to the head of Solutions for the Americas. The Solutions team oversees the relationship between Citi Wealth Investment Solutions and Citi’s Institutional lines of business (Markets, Banking, Services), coordinating the referral and execution of transactions that involve Citi’s Wealth clients; these include institutional trading capabilities & strategies, investment and corporate banking services, and Citi’s leading institutional concentrated stock hedging & monetization team.
This is done in partnership with Citi Private Bank’s Global Family Office Group (GFO) who source and develop opportunities for Citi Wealth’s UHNW and sophisticated client base that may require an institutional caliber of capabilities.
Successful applicants will be tasked with overseeing the growth and successful execution of these opportunities across Citi Wealth’s LATAM, as measured by transaction volumes and revenues. Achieving this will require candidates to have significant experience and understanding across a wide range of institutional capabilities, including multi-asset class derivatives, liquid & illiquid financing, prime brokerage & trading, and investment & corporate banking. Strong communication skills are also critical in order to negotiate and coordinate (both internally and externally) at a senior level.
The role is based in Citi’s New York headquarters at 388 Greenwich Street.
Areas of Responsibility:
Structured Solutions, which includes acquisition / sales of strategic equity solutions, commercial real estate financing opportunities, commodities hedging and financing solutions and other complex structured lending provided out of Markets.
Work with Risk, Credit and Legal across the Wealth and Institutional lines of business to develop robust procedures, oversee adherence, suitability and appropriateness, and coordinate the required legal and internal documentation when arranging referrals to non-Wealth lines of business.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
10+ years of experience
Spanish or Portuguese language skills required.
Extensive knowledge of products and capabilities across asset classes, including:
Derivatives and cash trading
Prime brokerage, financing, credit extension and structuring
Risk management (credit, market, operational)
Corporate & Investment banking
Experience with Family Offices, and coordinating with sell-side Family Office coverage teams to ensure appropriateness of introducing Wealth Clients to Institutional (non-Wealth) lines of business.
Strong analytical, interpersonal and communication skills essential
Attention to detail, proactive leadership, and strong follow-up skills
Excellent written, listening, and verbal communication skills
Bachelor's / University degree, Master's degree preferred
CFA, MBA degree or other advance degree a plus
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Job Family Group:
Private Client Product Services--------------------------------------- ---------------
Job Family:
Investment Capital Markets-------------------------------------- ----------------
Time Type:
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Primary Location:
New York New York United States------------------------------------ ------------------
Primary Location Full Time Salary Range:
$95,040.00 - $316,920.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Jul 04, 2024---------------------------------- --------------------
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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