**Responsibilities**:
- Citibanamex Wealth Management offers a wide range of products and solutions, including investment strategies, banking and lending, and specialized services.The WM delivers solutions to help meet the individual, family and business needs for clients in Mexico. WM is focused on high value clients
- The individual in this role will be expected to oversee the investment processes and helps manage investment risk.
- Establishing the investment objectives for model protfolios
- Determining the appropriate asset allocation and manager selection strategies
- Performing periodic investment reviews, generating reports and presenting the results to senior management
- Managing risk exposures in trust accounts
- Reviewing and approving investment requests and proposals
- Performing investment manager due diligence and ongoing monitoring
- Preparing risk management reports for management and oversight committees.
**Qualifications**:
- 8+ years of experience
- Robust investment management experience with and traditional and alternative investments, including manager research and due diligence.
**Education**:
- Bachelor's/University degree, Master's degree preferred
Responsable del diseño y gestión de:
Estrategia de inversión institucional
Portafolios modelo
Estrategia de optimización de portafolios
Adicional a estas funciones análisis de nuevos productos y proveedores de plataformas y productos de inversión.
Profundo conocimiento de productos de inversión asset allocation y optimización de portafolios.
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
Trust Investment Management
- **Time Type**:
Full time
- 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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting