Investment Sales Lead

Citi • Miami, FL

18h • Hybrid

About The Position

Citibank, N.A. seeks an Investment Sales Lead for its Miami, FL location. DUTIES: Develop internal relationships with the investments and banking teams in the region in a way that would enable the team to be aware of the full Citi Investment Management (CIM) Managed offering and platform. Drive the strategy, communication, sales and marketing efforts within the region for all of the products, services and the full CIM Managed offerings. Ensure that the design and implementation of regional product roadshows, CIM Managed focused events, and other initiatives have a maximum impact internally and with clients in the region. Coordinate and strengthen the partnership with different product teams within CIM Traditional and Alternatives as well as globally with all the CIM Portfolio Solutions Specialist in other regions. Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region. Liaise with the product management teams of different product lines to make sure that the CIM Managed product offering is relevant and effective for clients in the region. Develop insights, identify key trends and create detailed action plans for implementation plans in the region. Work with the LATAM investments and private banking teams to coordinate our sales and marketing efforts directly with clients and prospects in the region with regards to our CIM Managed offerings. Support the product innovation in the region, making sure that our CIM Managed offering is as updated and relevant as it could be for meeting our LATAM client needs. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols. REQUIREMENTS: Bachelor’s degree, or foreign equivalent, in Economics, Business Administration, Management Studies, Finance, or a related field, and five (5) years of experience in the job offered or in a related finance occupation analyzing financial metrics and conducting performance assessments. Five (5) years of experience must include: Performing Financial Analysis and forecast to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ; Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through elaborate MS PowerPoint presentations and PowerBI or Tableau visualizations; Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word in English, Portuguese and Spanish; Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote; and Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study. 40 hrs./wk. 60% standard domestic and international business travel. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25925006. EO Employer. Wage Range: $161,100.00 to $161,100.00

Requirements

• Bachelor’s degree, or foreign equivalent, in Economics, Business Administration, Management Studies, Finance, or a related field, and five (5) years of experience in the job offered or in a related finance occupation analyzing financial metrics and conducting performance assessments.
• Five (5) years of experience must include: Performing Financial Analysis and forecast to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ
• Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through elaborate MS PowerPoint presentations and PowerBI or Tableau visualizations
• Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word in English, Portuguese and Spanish
• Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote
• Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study.
• 40 hrs./wk.
• 60% standard domestic and international business travel.

Responsibilities

• Develop internal relationships with the investments and banking teams in the region in a way that would enable the team to be aware of the full Citi Investment Management (CIM) Managed offering and platform.
• Drive the strategy, communication, sales and marketing efforts within the region for all of the products, services and the full CIM Managed offerings.
• Ensure that the design and implementation of regional product roadshows, CIM Managed focused events, and other initiatives have a maximum impact internally and with clients in the region.
• Coordinate and strengthen the partnership with different product teams within CIM Traditional and Alternatives as well as globally with all the CIM Portfolio Solutions Specialist in other regions.
• Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region.
• Liaise with the product management teams of different product lines to make sure that the CIM Managed product offering is relevant and effective for clients in the region.
• Develop insights, identify key trends and create detailed action plans for implementation plans in the region.
• Work with the LATAM investments and private banking teams to coordinate our sales and marketing efforts directly with clients and prospects in the region with regards to our CIM Managed offerings.
• Support the product innovation in the region, making sure that our CIM Managed offering is as updated and relevant as it could be for meeting our LATAM client needs.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level