Investment Analyst, Hong Kong

3 months ago

Hong Kong, Hong Kong SAR China Citi Full time
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.

We're currently looking for a high caliber professional to join our team as Investment Analyst based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
  • We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
  • We empower our employees to manage their financial well-being and help them plan for the future.
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
  • We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
  • We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
In this role, you're expected to:
  • Help support the senior members of the investment team in their delivery of investment solutions to clients.
  • Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
  • Prepare investment policy statements for prospective clients
  • Analyze economic trends/activities and advise the effects on the investors' portfolios
  • Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
  • Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
  • In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
  • Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
  • Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
  • 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 a successful candidate, you'd ideally have the following skills and exposure:
  • Bachelor's/University degree or equivalent experience
  • 0-2 years relevant experience
  • Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
  • Strong financial background, ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei
-------------------------------------------------

Job Family Group:
Private Client Product Services
-------------------------------------------------

Job Family:
Investment Counselor
------------------------------------------------------

Time Type:
------------------------------------------------------

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.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

  • Investment Analyst, Hong Kong

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled Investment Analyst to join our team in Hong Kong. As a key member of our investment team, you will be responsible for supporting senior members in delivering investment solutions to clients, monitoring market trends, and analyzing economic data to inform investment decisions.Key ResponsibilitiesSupport senior...

  • Investment Analyst

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full time

    Job DescriptionRole SummaryWe are seeking a highly skilled Investment Analyst to join our team at Global Sage Hong Kong. As an Investment Analyst, you will be responsible for analyzing China e-commerce companies listed in Hong Kong and/or the US from a buyside perspective and providing investment advice and recommendations to portfolio managers.Key...

  • Investment Analyst

    3 weeks ago

    Hong Kong, Hong Kong SAR China SAFE Investment Full time

      We are seeking talented individuals to join our systematic investing team. We are looking for analysts with experience in applying Natural Language Processing (NLP) to real-world financial data. Responsibilities include everything from textual data collection and processing to modeling and deployment. You'll work closely with portfolio managers and other...

  • Investment Risk Analyst, Hong Kong

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China OppenheimerFunds Distributor, Inc Full time

    About the Role:We are seeking a highly skilled Investment Risk Analyst to join our team in Hong Kong. As a key member of our investment risk oversight process, you will be responsible for identifying, quantifying, and monitoring investment risk. Your expertise will help us make informed investment decisions and ensure the long-term success of our clients.Key...

  • Strategic Investment Data Analyst

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    At SAFE Investment, we're looking for a talented Strategic Investment Data Analyst to join our systematic investing team. As a key member of our team, you'll have the opportunity to apply your analytical skills and experience with Natural Language Processing (NLP) to real-world financial data.This is a fantastic opportunity for a candidate who wants to...

  • Global Investment Research, Global Macro, Asia Economics, Analyst, Hong Kong

    6 months ago

    Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Global Investment Research, Global Macro, Asia Economics, Analyst, Hong Kong From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed-income, currency, and commodities markets, mining big...

  • Investment Risk Analyst, Hong Kong

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China OppenheimerFunds Distributor, Inc Full time

    About the RoleWe are seeking a highly skilled Investment Risk Analyst to join our team in Hong Kong. As a key member of our asset management team, you will be responsible for supporting the investment risk oversight process, including identification, quantification, monitoring, and escalation of investment risk.Key ResponsibilitiesSupport the investment risk...

  • Investment Banking Summer Analyst Hong Kong

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleWe are seeking motivated individuals to join our Investment Banking team in Asia Pacific as Summer Analysts. As a Summer Analyst, you will be part of a dynamic team that advises corporate clients on strategic support in financial transactions, including mergers, acquisitions, and divestitures.Key Responsibilities* Assist in collecting and...

  • Investment Analyst

    1 week ago

    Hong Kong, Hong Kong SAR China Global Sage Hong Kong Full time

    Position Overview: We are seeking a motivated Investment Analyst with 5-8 years of relevant experience, ideally from a buy-side, like family office. The ideal candidate will have a diverse sector coverage and a strong focus on the Asian markets. Key Requirements: Conduct market research to identify potential investment opportunities and trends, informing...

  • Investment Portfolio Manager

    19 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi OverviewEstablished over 200 years ago, Citi is a leading global bank with an unparalleled network across hundreds of cities and countries. Our company provides a diverse range of financial services and products to our clients, from consumers to corporations and institutions.About the RoleWe are seeking a high-caliber Investment Specialist to join our...

  • Trainee: Credit Analyst

    6 months ago

    Hong Kong, Hong Kong SAR China Société Générale Assurances Full time

    Trainee: Credit Analyst (Corporates) Trainee|Hong Kong|Corporate & Investment banking Trainee: Credit Analyst (Corporates) Hong Kong, Hong Kong Trainee Corporate & Investment banking Responsibilities Credit analysis Conduct credit analysis for corporate counterparts by preparing concise, critical and well-argued credit...

  • Investment Analyst

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China PSP Investments Full time

    About PSP InvestmentsPSP Investments is a leading investment manager that fosters collaboration and innovation in a fast-paced environment. We encourage our employees to grow, forge powerful relationships, and contribute to inspired investment launchpads.About the RoleWe are seeking an Analyst / Senior Analyst in our Private Equity team in Hong Kong. As a...

  • Investment Analyst

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China PSP Investments Full time

    Unlock Your PotentialPSP Investments is committed to fostering a culture that encourages growth, collaboration, and innovation. As a key member of our Private Equity team, you will have the opportunity to work on complex global transactions, develop your analytical and problem-solving skills, and contribute to the success of our organization.About the RoleWe...

  • Relationship Analyst, Wealth Business, Hong Kong

    3 months ago

    Hong Kong, Hong Kong SAR China Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Relationship Analyst, Wealth Business, Hong Kong

    6 months ago

    Hong Kong, Hong Kong SAR China Wellington Management Full time

    About the Role The Client Group in Hong Kong has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our Hong Kong and Taiwan Team, and will be primarily responsible for supporting and strengthening our relationships with intermediary clients Responsibilities Commanding a thorough knowledge of...

  • Investment Analyst

    6 months ago

    Hong Kong, Hong Kong SAR China Aon Full time

    Investment Analyst Founded in 1983, The Townsend Group is a premier provider of global investment management and advisory services focused on real estate and real assets. Committed to excellence in investment management and client service, Townsend serves an institutional client base providing custom investment solutions to help meet the needs and...

  • Financial Reporting Analyst

    15 minutes ago

    Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full time

    About UsCitibank, N.A. Hong Kong is a leading global financial services institution with a rich history and strong presence in the region.We are committed to delivering innovative solutions that meet the evolving needs of our clients and customers, while maintaining our high standards of integrity and excellence.Job SummaryThe Finance Reporting Intermediate...

  • Business Analyst

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Business Analyst - Operations TransformationWe are seeking a highly skilled Business Analyst to join our Operations Transformation team in Hong Kong. As a Business Analyst, you will be responsible for analyzing business needs and developing technology requirements to address the needs of the business.Key Responsibilities:Analyze business needs and...

  • Investment Associate, Hong Kong

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled Investment Associate to join our team in Hong Kong. As a key member of our investment team, you will play a critical role in delivering investment solutions to clients and supporting the senior members of the team.Key ResponsibilitiesMonitor and provide guidance on market trends to internal and external clients,...

  • Investment Analyst Position

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Rosewood Hotel Group, Hong Kong Full time

    About the Role We are seeking a highly motivated and skilled investment analyst to join our team at Rosewood Capital Ventures. As a key member of our investment team, you will be responsible for sourcing investment opportunities, conducting due diligence, and analyzing financial data to support investment decisions. Key Responsibilities • Sourcing...