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Citi Private Bank - NAM Trust Investment Analyst - AVP
Duties and Responsibilities : Under the supervision of the head of Investment Management Oversight for Citi Trust NAM, the Investment Analyst will help oversee discretionary investments in Trust accounts, monitor investment activity, and resolve investment risks and exceptions. This is a risk management role and involves significant report preparation and tracking activity. It is not a portfolio manager or investment advisor role and is not client-facing. The responsibilities of the position may include the following: Prepare and/or review daily, monthly, and quarterly business and operational reports for committees, including maintaining grid of report deliverables, scheduling committee meetings and participants, preparing meeting minutes, and maintaining fil
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