Citi Wealth is looking to address the needs of its global wealth client base by analyzing, diligencing, structuring, and syndicating private equity and real estate investment opportunities.
Requirements
- Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations).
- Securities Industry Essentials Exam (SIE), Series 7, Series 66 required
- Prior experience investing in private equity or real estate investment funds; particularly with evergreen investment strategies.
- Strong analytical and presentation skills.
- Experience with evergreen strategies
- Ability to navigate a global consumer client base
- Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines.
Responsibilities
- Lead the diligence, structuring, and negotiation of private equity and real estate investment opportunities for Citi Wealth clients.
- Lead and support the distribution efforts of private equity and real estate products for the Citi Wealth clients.
- Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts of newly launched investment offerings
- Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings.
- Provide verbal and written updates to clients and respond to inquiries on investment offerings.
- Ongoing monitoring of legacy platform private equity and real estate investments including quarterly updates
- Understand and provide investment solutions to rapidly changing alternatives investment environment.
Other
- BS/BA in finance, economics, accounting, mathematics, statistics, or related field required; master’s degree preferred; CFA preferred.
- 8-10 years relevant experience in real estate, private equity, or investment management.
- Superior written and verbal communication skills
- Must be able to work as an effective, collaborative team member in a global environment as well as independently lead tasks as necessary.
- Demonstrated problem solving ability and drive to leverage available resources to create solutions and suggestions for senior team members.
