Alternatives and Investment Manager Solutions (AIMS) Investment Manager Due Diligence is seeking an Investment Manager Due Diligence VP who will conduct due diligence reviews for traditional investments globally. This role will report to the Head of IMDD – Americas, and will require close communication with the investment due diligence teams for traditional and alternative investments globally.

Responsibilities:

• Qualitatively assess investment managers and investment strategies including offshore mutual funds, U.S. mutual funds, separately managed accounts (SMAs), and exchange-traded funds (ETFs) through detailed due diligence reviews.

• Conduct ongoing monitoring of investment managers and strategies.

• Maintain due diligence policies and procedures within industry best practices and develop future enhancements.

• Assist in ad-hoc projects and reviews necessitated by current market events.

• Previous Investment Manager Due Diligence experience (5-10 yrs)

• Related experience with Financial Services, preferably in wealth management.

• Knowledge of global regulatory and compliance rules and regulations and industry best practice

• Organized, with attention to detail and accuracy.

• Strong project and time management skills

• Excellent interpersonal and communication skills, both verbal and written.

• Previous experience using Morningstar Direct,

• Strong team player with willingness to learn, and ability to develop quickly within a growing business.

• achelor's degree, preferably in finance or accounting

• CFA and/or CAIA designation a plus

Area Overview

Citi Global Wealth Investments (CGWI) is Citi’s leading investment solutions team and platform, providing holistic investments advice offering clients across the wealth continuum critical insights into global market developments and ideas. We also provide access to local and global markets through a dedicated capital markets platform. 

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Due Diligence

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00

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:

Dec 13, 2024

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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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