The equity sr.
analyst is a seasoned professional role.
applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.
integrates subject matter and industry expertise within a defined area.
requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.
evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.
strong communication and diplomacy skills are required.
regularly assumes informal/formal leadership role within teams.
involved in coaching and training of new recruits.
significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.
work and performance of all teams in the area are directly affected by the performance of the individual.
responsibilities
this role is based within the capital markets group, covering direct client activity in equity cash, listed derivatives and light otc exotic equity product (delta one, otc accumulators, barrier options).
this position will be as a member of the team involved in covering private clients directly.
part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior citi private bank equity trading clients directly and indirectly.
actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives.
identify client needs and objectives within overall investment objectives and match to service delivery capabilities
develop and update market intelligence to introduce single stock ideas through citi research and cpb research functions.
maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
responsible for increasing sales across the product set from cash equities and listed derivatives to otc derivatives (vanilla, barrier, worst-of, delta one, accumulators and decumulators)
communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
ensure conformity with global firm standards of client service, regulatory, compliance, and operating model
increase connectivity and engagement between markets and citi private bank clients and staff.
actively participate in daily morning meetings and marketing team sales calls
assist with the roll-out and development of the it projects needed to expand and improve on the platform
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
qualifications
5-8 years of experience
experience in sales and trading of equity products including cash equity, listed derivatives and equity otc derivatives.
/ experience of market commentary and analysis capabilities / experience of developed as well as emerging markets
good interpersonal and communication skills essential / strong it skills essential / ability to develop strong working relationships across functional and geographical lines / ability to work to tight deadlines / fluent spoken and written english.
regulated role with applicable/mandatory licenses and/or qualifications.
education
bachelor's/university degree or equivalent experience
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.
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