Portfolio Construction & Analytics – Senior Lead Portuguese

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. Our approach to work with clients on achieving their investment objective, and translating the CIO's global investment views into sophisticated, client-specific implementation plans — drawing on the best global thinking and customizing it to the needs of each client's particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards colleagues across Citi Wealth and Citi as a whole. The Senior Portfolio Specialist will have the opportunity to conduct bespoke asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. Innovation remains a cornerstone of the team's approach. The team is responsible for three key areas: - **Insights** – Articulation and implementation of Citi Wealth CIO global and regional themes, translating investment views into actionable portfolio construction solutions for clients. - **Customized Analytics** – Provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities. - **Scalable Analytics** – Supporting the ideation and field expansion of self-service analytical tools that enable client-facing teams to independently generate portfolio analytics, broadening the reach and impact of the CIO investment framework. This position would suit a proactive, energetic and quantitatively oriented investment professional with an analytical mindset and the ability to communicate complex solutions to clients clearly. **Responsibilities** Analysis & Advice - Translate Citi Wealth CIO global and regional investment views into concrete portfolio construction recommendations and client-facing analytics. - Consistently work towards developing innovative solutions, tools, and frameworks for the Citi Wealth CIO investment organization. - Design customized 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 philanthropy goals and generational transfer requirements. - Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes. - Perform statistical modeling across asset classes, including building in-house applications that allow insights to be scaled across the investment organization. - Develop objective, actionable proposals for clients. - Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others — internally and externally — on work topics openly and confidently. - Contribute to the ideation, design, and field expansion of scalable, self-service analytical tools, to ensure CIO investment views and portfolio construction methodologies are effectively embedded and accessible to client-facing teams across the region. - Partner with regional leadership to identify and address Latin America market-specific strategic priorities, delivering tailored outputs — such as educational content, portfolio diagnostic tools, client-facing materials, or targeted analytics — that reflect the unique needs and behaviors of each market and support the region's agenda. Other - Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterpa…