Head Of Discretionary Alternative Solutions
This role will report to the CGWI Global Head of Alternative Investments and serve as an integral member of the Alternative Investments leadership team. The Head of Discretionary Alternative Solutions will be responsible for managing the full life-cycle of discretionary private equity, real estate, and hedge fund products. This will include driving the strategic vision for the business, developing new products and structures, and overseeing existing portfolios. This role will require an individual with private equity, real estate, and hedge fund investment knowledge, exceptional relationship management, communication and sales skills, and a strong focus on execution.
Key Responsibilities:
- Key member of Alternative Investments leadership team helping shape strategic decisions for discretionary business as part of the growth objectives for the entire Alternatives platform
- Develop new discretionary product initiatives including fund of funds, SICAVs, co-investment programs, separately managed accounts, and custom hedge fund portfolios
- Lead implementation of investment allocation decisions for discretionary alternative investment products in partnership with the relevant manager research teams and the broader CGWI organization
- Portfolio Oversight Forum responsibility in partnership with Head of Private Equity and Real Estate and Head of Hedge Funds
- Oversee development and production of investment materials and communications to bankers, counselors, and clients (e.g., marketing decks, roadshows, blogs, etc)
- Build internal and external relationships to help drive product development and sales; be a steward for the entire Alternatives platform as a key part of all client portfolios
- Manage team of expert private equity, real estate, and hedge fund portfolio professionals responsible for development and oversight of discretionary alternative products
- Participate in sales and investment update meetings
Qualifications:
- Location: New York
- BS/BA in finance, accounting, mathematics, statistics, or related field required; Master's Degree preferred
- 15+ years of relevant work experience
- Private equity, real estate, and hedge fund investment experience
- Portfolio implementation and asset allocation experience; understanding of how Alternatives fit within broader multi-asset class portfolios
- Strong work ethic and positive attitude among fast-changing environment and priorities
- Well-developed interpersonal and communication skills with demonstrable Alternative Investments sales experience
- Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines
- Strong presentation skills in both small and large settings
- Superior written and verbal communication skills
- Ability to work effectively in a team-oriented environment
- Ability to travel
- Series 7, 66, 31
Job Family Group: Private Client Product Services
Job Family: Investment Portfolio Management
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.