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The Invest Prod Risk Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Serves as a key risk manager for Investment Products Risk (IPR) within Global Risk Management responsible for managing the risks associated with the manufacture, sale, and distribution of investment products and services to individual investors. Performing both quantitative and qualitative analysis on new and existing products as well as building relationships with his/her business counterparts. so as to become an integral part of that business' ongoing operation and management.
Assisting in organizing and analyzing intelligence on the positioning and activity within the aggregated portfolio of Citi clients across businesses in order to identify potential investment product risk issues.
Coordinating and tracking the periodic review of product programs.
Contributes to the evaluation of investment products and services, understanding the investment thesis of a product and the key drivers and risks that may affect its performance. , in order to arrive at a conclusion regarding its overall riskiness that will be used to facilitate judgments regarding product suitability across Citi businesses.
Reviews a product's offering and sales materials, ensuring accurate and complete representation of a product's risks, terms, and conditions. Works with counterparts in product management, legal, and compliance to affect revisions, where necessary.
Develops ongoing reporting requirements related to his/her covered businesses and evaluate these reports, escalating issues to the Senior Risk Manager.
Monitors and evaluates ongoing performance of 3rd party and proprietary investment managers and related products.
Escalates performance outliers to Senior Risk Manager with a view on the macro and/or microeconomic factors contributing to that performance.
Manages the ongoing pipeline of periodic reviews related to specific products, programs, and firm models within coverage areas. Take responsibility for meeting approval deadlines and escalating, early, those issues that may delay delivery.
Assisting in maintaining the proprietary technological infrastructure that is used to transmit IPR's risk evaluation of investment products to Citi wealth management businesses and track client investment activity at an aggregated level.
Evaluates the appropriateness of market assumptions utilized in firm models, which include: asset allocation optimizers, Monte Carlo, and cash-flow analytics tools. Write detailed reports evidencing the decision process as well as identifying key risks and firm/client considerations.
Assisting with periodic presentations to Citi senior management, regulators, and other constituents, requiring the translation of complex concepts into 'user friendly' language.
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.
5-8 years relevant experience
MBA, CFA or other finance-related higher education.
Moderate to extensive knowledge of retail investment products and services, including: alternative investments (i.e. hedge funds, private equity/real estate), portfolio construction methodologies, and the broader capital markets (e.g., structured notes, fixed income instruments)
Ability to work effectively in a team setting; demonstrated ability to manage and influence divergent views across a complex organization in the absence of direct authority
Expert analytical including experience with portfolio-construction techniques and portfolio analysis and writing skills
An ability to drive tasks through to completion, with periodic guidance
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to build and maintain relationships and organizational skills. including sophisticated communication and relationship management skills
Ability to develop relationships cross-functionally
Flexibility in thought and approach; able to introduce creative solutions and enact reasonable judgment for complex issues that have no 'right' answer
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------- Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - HK------------------------------------------------------ Time Type :Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. 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 CLICK HERE . To view the "EEO is the Law" poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE . To view the EEO Policy Statement CLICK HERE . To view the Pay Transparency Posting CLICK HERE .