Citi · 2 hours ago
Investments Lab Quantitative Analyst
New York New York United States
Full-time
Hybrid
Senior Level, Lead/Staff
$211K/yr - $317K/yr
10+ years expCiti is a global bank that provides financial services to consumers, corporations, governments, and institutions. The Investments Lab Quantitative Analyst will focus on conducting strategic and tactical asset allocation, portfolio optimization, and risk identification while collaborating with various stakeholders to deliver customized investment solutions for clients.
BankingFinanceFinancial Services
Responsibilities
The Investment Lab Analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling
He/She will be responsible for coverage of Brazil
It requires a unique focus on innovation as it is a cornerstone of the Global Investment Lab.The team is responsible for three key areas:
Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)
Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends)
The Investment Lab Analyst is expected to facilitate client analyses by collaborating with the Lead Lab Analyst, bankers and Investment Counsellors to identify issues, establish the right approach for the analysis, manage analyst team members in conducting analysis and be able to discuss the results directly with the client
He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to a client the Citi Private Bank views and how to apply them to the client’s portfolio
This position would suit a proactive and energetic analyst with a sales/commercial mindset, and the ability to manage his/her time around business priorities.The opportunities for skill-set growth are high because of the wide range of subjects covered
Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools
Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements
Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes
Perform statistical modeling across asset classes
Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients
Interact with clients to present and discuss portfolio analysis and investment proposals
Discuss and educate others – internally and externally - in work topics openly and confidently
Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization
Position relevant CPB’s global and regional themes
Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends
Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole
Participate in development, education and rollout of global initiatives, analytical tools and methods
Consistently follow and support regulatory policies
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 well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
Qualification
Required
10+ years of experience
Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies
Solid knowledge of Capital Markets and Managed Investment products
Current US FINRA Registration: Series 7, 66, and 31, or must meet US FINRA registration requirements within 150 days of starting in the role
Bachelor's/University degree
Preferred
Master's degree preferred
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-02-04
Business Recorder
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2026-01-20
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