The Private Equity and Real Estate Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth’s client base. The position will involve the analysis, diligence, structuring, and syndication of evergreen fund offerings to address the needs of our global wealth client base. The position will focus on evergreen investment strategies including open-ended funds such as direct credit, infrastructure, real estate, and private equity.

The position will participate in the investment process from investment due diligence, structuring, legal follow ups, document management including promotional materials for clients, sales team support, and fund performance monitoring. In addition, this role will be responsible for helping to educate Citi Wealth’s global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth’s global client base. The ideal candidate will have evergreen fund structure knowledge, distribution experience, be comfortable working on multiple offerings at once, exemplary prioritization skills, and an ability to navigate a global client base.

Job Responsibilities

• Participate in the diligence and onboarding of evergreen product offerings for Citi Wealth clients.
• Support the distribution efforts of evergreen 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 evergreen product offerings.
• Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched evergreen product offerings.
• Provide verbal and written updates to internal partners and respond to inquiries on evergreen product offerings.
• Ongoing monitoring of on-platform evergreen funds including quarterly performance updates.
• Provide timely and frequent updates to global senior management.
• Understand and provide investment solutions to rapidly changing alternatives investment environment.

Qualifications and Skills

• Location: New York, NY; Boston, MA
• BS/BA in finance, economics, accounting, mathematics, statistics, or related field required.
• 3-5 years relevant experience in real estate, private equity, or investment management.
• Prior experience with evergreen investment strategies.
• Superior written and verbal communication skills along with strong analytical and presentation skills.
• Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects and deadlines.
• 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.
• Demonstrated expertise in Microsoft Excel (modeling), Microsoft Word (investment memos), and Microsoft PowerPoint (presentations).
• Securities Industry Essentials Exam (SIE), Series 7, Series 66 required.

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Manager Research

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Time Type:

Full time

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Primary Location:

Boston Massachusetts United States

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Primary Location Full Time Salary Range:

$115 200,00 - $172 800,00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

oct 08, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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