Portfolio Construction & Analytics – Senior Lead Portuguese

About the role

The Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment Office (CIO), dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions across different Citi Wealth client segments. The position is responsible for delivering client-centric investment advice and analytics, contributing to the strategic objectives of the Latin America region and supporting the broader Citi Wealth CIO investment framework.

Responsibilities

• Translate Citi Wealth CIO global and regional investment views into concrete portfolio construction recommendations and client-facing analytics.
• Design customized asset allocation strategies for clients' portfolios using proprietary models and tools.
• Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
• Develop objective, actionable proposals for clients.
• Partners with regional leadership to identify and address Latin America market-specific strategic priorities, delivering tailored outputs that reflect the unique needs and behaviors of each market and support the region's agenda.
• Contribute to the ideation, design, and field expansion of scalable, self-service analytical tools, ensuring CIO investment views and portfolio construction methodologies are effectively embedded and accessible to client-facing teams across the region.

Qualifications

• Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies.
• Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments.
• Knowledge with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools.
• Excellent communication skills (verbal / written) to all levels.
• Fluency in Portuguese (verbal / written).
• Previous investments experience with high and ultra-high net worth individuals.
• CFA, CAIA, FRM designation or progress towards these.
• Knowledge of credit products, lendable values or Investment Finance.